• Coordinate project schedules, resources, equipment, and information. • Liaise with clients to identify and define project requirements, scope, and objectives. • Ensure that client needs are met as project evolves. • Work closely with Project Manager to prepare comprehensive action plans, including resources, timeframes, and budgets for projects. • Perform risk management tasks. • Ensure that all projects are completed on time and on budget while meeting high quality standards. • Assign tasks to internal teams and assist with schedule management. • Prepare budgets and analyze risks and opportunities. • Oversee project procurement management. • Manage project progress and handle any issues that arise. • Act as point of contact and communicate project status to all participants. • Create and maintain comprehensive project documentation, plans, and reports. • Ensure standards and requirements are met through conducting quality assurance tests.

• Assisted Program Manager in creating and completing program reporting, updating project and customer data in Salesforce.• Prepared presentations for Program Manager utilizing presentation software and tools.• Ensured accuracy of invoices to utility clients.• Provided timely project status updates to Project Manager.• Assisted project team with verifying, inputting, and correcting contractor invoicing data.

• Proposed roadmap for processing loans using multi-tiered communication framework which could potentially improve loan response time by 20%.• Managed various components of large programs under supervision of Program Manager.• Proactively followed up with internal clients to obtain all document exceptions, borrowing bases, and compliances in Loan IQ.• Ensured policies and procedures on financial products were applied to meet company objectives.• Provided support to Account Officers and Project Managers on a portfolio of syndicated loans.• Assisted in the development and distribution of training materials.

• Collaborated with various teams to identify risk and effect changes as required.• Monitored and reported on portfolio performance in accordance with stated investment strategies.• Assisted Fund Manager in identifying potential new business propositions.• Provided monthly stakeholder status reports on scope, time, cost, and compliance.• Participated in strategy and planning sessions and maintained schedule for events and project coordination.

• Managed portfolio of 80+ properties and developed process for handling foreclosed condominiums, resulting in in 40% decreased sale time.• Monitored enterprise compliance for due diligence, risk assessment, and vendor monitoring for commercial loans.• Managed teams for invoicing, vendor accounts, reconciliations, and targeted reports.• Led property management and broker selection meetings to ensure compliance.• Managed condominium associations and collaborated with attorneys to establish financial terms.

• Assisted asset managers and team leads in business analysis to obtain necessary other real estate owned and due diligence data.• Prepared project document including charter, schedule, and plans for projects and obtained sign-off for project kickoff meetings.• Assisted in roadmap activities for mortgage lending and ordered appraisals.• Managed budget for small projects or components of large projects under general direction of Program Manager.

• Developed and managed project schedule and coordinated meetings.• Performed risk and issue analysis of existing commercial loan contracts.• Assisted in risk mitigation and resolved issues for underperforming and defaulted loans.• Collaborated with legal team on various modules comparing current information to existing BMO contract structures.

• Performed validation of due diligence associated with transactions while partnering with legal, underwriters, relationship managers, and analysts.• Secured $3M in deposits and $75K in treasury services earned through new IT industry business as a result of request for proposal.• Serviced $75M in commercial loan transactions, negotiated loan documents, confirmed terms and conditions, accumulated loan package assessments, and completed compliance documents.• Led a team responsible for upgrading quality assurance and compliance associated with escrow accounts as designated subject matter expert.