Brad Curtis Email & Phone Number

Chicago, Illinois, United States

Plan and lead due diligence and collateral monitoring services for securitization transactions and asset-based lending transactions in North America and Asia. Assets reviewed include trade receivables, student loans, auto loans, unsecured consumer loans, solar panel financing, credit cards and lender finance / middle market loans. Experience includes reviews of new facilities and periodic reviews of existing facilities, across various industries and facility sizes.Additional Experience:… Show more Plan and lead due diligence and collateral monitoring services for securitization transactions and asset-based lending transactions in North America and Asia. Assets reviewed include trade receivables, student loans, auto loans, unsecured consumer loans, solar panel financing, credit cards and lender finance / middle market loans. Experience includes reviews of new facilities and periodic reviews of existing facilities, across various industries and facility sizes.Additional Experience: Managed an in-depth review of revolving credit accounts and transactions for a large lending institution to verify transaction posting activity and mapping for purposes of understanding reporting impacts related to a third party sale of assets.Oversaw a project team of 15 consultants focused on testing underwriting compliance with special tax lien assessment loans per federal Property-Assessed Clean Energy (P.A.C.E.) program requirements for both commercial and residential loan portfolios in California and Florida in conjunction with asset sale transaction.Performed a present state and gap analysis on the credit function of one of the nation’s largest book publishers, with a focus on the credit, credit risk and collections/recovery practices and processes. Delivered tailored recommendations on process improvements, as well as benchmarking data for key reporting metrics for the processes analyzed.Executed internal audit procedures for a specialty financial services firm. Experience includes procedures related to the allowance for loan and lease loss and agribusiness process overview. Conducted a detailed review of a client's dilution process, which resulted in the identification of $1 million+ reporting errors on a monthly basis. Evaluated Management’s remediation plan and provided expertise on proper dilution reporting. Show less

Chicago, Illinois, United States

Chicago, Il

Chicago, Illinois, United States

Chicago, Illinois, United States

Chicago, Illinois, United States

Peoria, Il

Analyzed and reviewed monthly financial statements for 50+ physician and clinical offices.Prepared month-end journal entries including monthly bad debt reserves, compensation accruals and employee benefits accrual via PeopleSoft accounting softwareAssisted with the preparation of five-year projections and annual budgets for physician and clinical offices.Performed insurance reimbursement/procedure charges analysis used in the decision-making of acquired… Show more Analyzed and reviewed monthly financial statements for 50+ physician and clinical offices.Prepared month-end journal entries including monthly bad debt reserves, compensation accruals and employee benefits accrual via PeopleSoft accounting softwareAssisted with the preparation of five-year projections and annual budgets for physician and clinical offices.Performed insurance reimbursement/procedure charges analysis used in the decision-making of acquired practices.Designed and implemented a macro-based data conversion template for use in the month-end close process for an acquired entity. Show less

Greater Chicago Area

Assisted with a FDIC Loss-Share acquisition for a large bank and was responsible the development of an integrated project plan, as well as the drafting of policy and procedure documents outlining a desired third party servicing relationship.Executed defined testing procedures on multiple due diligence engagements for accounts receivable securitizations in different industries and across multiple asset classes.Completed an internal allowance for loan and lease loss and… Show more Assisted with a FDIC Loss-Share acquisition for a large bank and was responsible the development of an integrated project plan, as well as the drafting of policy and procedure documents outlining a desired third party servicing relationship.Executed defined testing procedures on multiple due diligence engagements for accounts receivable securitizations in different industries and across multiple asset classes.Completed an internal allowance for loan and lease loss and agribusiness process review for an agricultural specialty financial services firm. Show less

Responsible for training 60+ temporary employees during busy seasonsActed as a liaison between temporary employees, management and across departments

Greater Chicago Area

Developed proposal pitch decks for use in client presentationsPerformed extensive data analysis in support of an on-going forensic investigationUpdated Internal Audit training module and guidelines used both internally and externallyDesigned a risk exposure model and vendor selection scorecard for client use

Analyzed borrower financial statements across all levels of business organizationsDeveloped new branch system to track loan paperwork and improve loan documentation efficiencyResponsible for preparing and organizing loan files for annual audit reviewReviewed and updated UCC for commercial borrowers

Bachelor Of Science, Accountancy

Bachelor Of Science, Finance