Duties include reviewing deal documents and actively participating in or managing deal negotiations and risk mitigation of complex securitizations, life settlement transactions, tender option bond transactions, mortgage portfolio and/or servicing administration sales with investment banks, finance companies, mortgage companies, law firms, rating agencies and credit providers. Daily activities involve ensuring client satisfaction and retention by facilitating the resolution of moderately complex technical problems or general account service issues. Accountability includes reviewing drafts of documents and making recommendations on deal terms, document language, pricing, etc; as well as direct authority to execute deal documents. Other duties involve independently completing various research and process definition projects and maintaining moderate interaction with sales force to provide process expertise for certain sales calls, meetings and presentations. ABS duties include face-to-face sales calls on existing and former clients as well as accompanying sales force on visits with prospective clients. ABS duties also include direct assignment and accountability of a portfolio of clients; this includes ensuring customer satisfaction and retention as well as fostering client relationships

Responsible for supporting internal and external customers by providing a complex variety of support services in account management, operations, documentation, customer service and technical support. I have acted as the primary point person in converting the Tender Option Bond program from CMES to ABS. We have turned the program into a profitable business in less than a year and currently seeking growth opportunities from external customers while maintaining legendary customer service for current customers.Other Duties include: Set up and administering Trust Accounts on Deals Series from closing to termination; working closely with Default and Restructuring on deals that have gone into default or have reached an event of default; working with existing customers and relationship managers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services; assessing and analyzing account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution; promoting Bank services and seeking new business with present and prospective customers; consulting with senior management on high level issues; identifying external customer needs and evaluating profitability and risk; assisting with special projects relating to product conversions and new product development.