Adnan Ali Email & Phone Number

Howell, New Jersey, US

• Collaborate closely with lenders during the deal shopping, bidding, and due diligence periods while negotiating the best terms on behalf of the client, while fostered and maintaining strong lender relationships
• Asist in commercial underwriting and financing options for small business loans to middle market clients for recourse, non-recourse, Multifamily Agency, and CMBS lenders.
• Provide the loan sizing analysis of loan requests in an excel template, prepare executive summary with Transaction background, borrower need, detailed sources and uses, borrower experience and financial strength.
• Participate in networking through professional, business, community organizations and activities to promote and market loan products.

Austin, Texas, US

• Developed strategic reports and KPI dashboards using Tableau to drive business objectives, resulting in 10x revenue growth to become the INC 5000 fastest growing companies in Texas.
• Created data visualizations and dynamic Excel spreadsheets for internal and external stakeholders, including the board of directors.
• Designed and delivered training programs using PowerPoint to enhance Sales Team product knowledge and software proficiency.
• Delivered quarterly updates about fiscal management, portfolio risk administration, and development activities to board of directors.
• Managed operations across teams to optimize workflow and achieve business goals.

Washington, DC, US

• Ensure all processes employed by the team comply with required risk, SOP, legal, regulatory, and compliance procedures.
• Apply accepted financial procedures to analyze financial resources to determine an applicant's ability to repay requested loans.
• Review SBA loan transactions, and all due diligence documents associated with those loans for accuracy and completed in accordance with established SBA requirements.
• Evaluate credit histories to determine credit worthiness of businesses and Making recommendations or decisions to approve or decline business loans.

• Participate in the management of development projects including market research, feasibility analysis, financing, contracting, and construction management.
• Perform Due Diligence, Create financial forecast using excel and make extensive use of spreadsheets, charts and presentations to illustrate analyses.
• Analyze financial performance of commercial real estate properties, prepare investment strategy, and planning recommendations.
• Prepare various financial models, including cash flow analysis, pro-forma, internal rate of return (IRR) projections, ROI and associated sensitivity analyses
• Prepare market analysis reports, including vacancy, and comparable rents and sales.

Baton Rouge, LA, US

• Read and apply standards from Deepwater Horizon oil spill settlements and assess damages for review.
• Analyze business financials, Tax Returns, and various business specific documents and make informed decision in accordance with settlement guidelines.
• Display firm comprehension on a mixture of business industries, business financials, project policies, and project specific formulas.
• Maintain professional working relationships internally with team members, senior management, and externally with attorneys and industry professionals.

• Collaborated with IT Team to successfully develop a web portal for industry professionals to retrieve 1099 tax factors and refines processes to streamline reporting quality, efficiency and accuracy.
• Interpret and review pooling and Servicing Agreement, for MBS, ABS securities.
• Provides financial expertise by compiling and analyzing highly complex financial data including cash flow analysis, variance analysis, and ratio analysis to identify trend across financial statements.
• Develop and maintain complex financial models for assets utilizing Microsoft Excel, prepare financial models including DCF, IRR, and NPV analyses.
• Prepare Quarterly Income statements, Supplemental Schedules, Balance sheet, 1099 tax factors statements to support REMIC Tax Returns.
• Maintained cash flow statements, consolidated reports, and Balance Sheets.

• Interpret and review the indentures of CDO and CLO securities, credit default swap agreements, fee agreements, and legal documents governing transactions to ensure compliance.
• Analyzed and prepared monthly investor reports with multiple valuation analysis including IRR, NPV, WACC, in excel based model to ensure significant triggers are met, and facilitate trading for Collateral Managers.
• Validated collateral quality and coverage tests, eligibility criteria, bond details, and waterfall distributions using the Excel models that facilitated payment to investors and counterparties.
• Prepare cash flow transactions, Account reconciliation, execute trade notices, monthly reports, and quarterly payments to clients.
• Verified certain collateral attributes for underlying assets in each portfolio using rating agency websites, Bloomberg, and other independent sources provided by the client
• Maintain a strong relationship with Investors, Collateral Managers, Underwriters and Auditors through a deep understanding of assigned deals and responsiveness to inquiries.