Albert Wilkinson Email & Phone Number

Kansas City, MO, US

Kansas City Metropolitan Area

Kansas City Metropolitan Area

o Interpret Pooling and Servicing Agreements (PSA), Sale and Servicing Agreements (SSA) and Sub-Agreements, as applicableo Review and communicate new contract setup information as assigned including Strategy Investor Setup, Collection Account Setup, and KCMWeb Setupo Accurately prepare wires and custodial funds movementso Reconcile custodial bank accounts.

Kansas City, Missouri Area

• Covenant Analysiso Review loan documents to track covenants and input them into KeyBank's system, RECWebo Commence default and lockbox processes by escalating situations that fail required metrics
• Technologyo Collaborate with Key technology team to build covenant compliance module in RECWebo Test new covenant types and reports to detect potential issues

Kansas City, Missouri Area

• Quality Controlo Reviewed team’s financial analysis on over 4,000 loans to ensure detail and accuracy o Maintained servicing standards set forth by CREFC and Freddie Mac
• Trainingo Trained new hires on rent roll and financial statement analysis procedureso Provided background on KBREC, loan servicing and the Surveillance Departmento Completed certificates in Excel Skills and Visual.
• Othero Coordinated Surveillance Department’s financial statements collection processo Administered team’s financial statement forwarding process

Kansas City, Missouri Area

• Financial Analysis o Analyzed financial statements and noted changes in income, expenses or other significant issues o Entered data of information into Excel, RECWeb and other databases o Submitted loans to pre-watch.
• Communication o Communicated with borrowers to discuss property concerns and collect market information o Corresponded with investors and rating agencies to provide information as requested

Kansas City, Missouri Area

o Administered gross margin calculator to determine profitable and competitive freight rateso Maintained freight and pay rates to accurately charge customers and pay driverso Coordinated VP approval process for all negotiated rates and administered rates into system

Kansas City, Missouri Area

o Utilized proprietary systems to manage customer orders and efficiently plan order scheduleso Managed a fleet of 50+ trucks and drivers in accordance with DOT regulationso Answered questions about Crestwood’s services and generated reports regarding customers’ orders

Columbia, Missouri Area

• Sold and marketed Aflac products to business owners and potential clients