Part of a project team to roll the Capital One Multifamily database to AWS. Supporting asset management, closing and underwriting teams to meet investment reporting and payment deadlines as required by Freddie Mac, Fannie Mae and Ginnie Mae. Evaluating and publishing additional reporting for Master Servicers as required per document agreements elected as a sub-servicer role. Processing investor transfers and completing the securitization process once loan(s) have been closed by Freddie Mac, Fannie Mae and/or Ginnie Mae. Evaluates priorities as deal steps are completed or need additional information. Part of completing new procedures and reviewing for improving on-boarding training. Collaborates with internal and external members for successful working relationships. Initiated process efficiencies for the SBL, CME and TAH products. Selected to work on critical projects to resolve payment and reporting issues.

• As a Team Lead, primary source to managers for training, managing team projects, developing time management schedules to execute timely deliverables and developing efficiencies for process improvement• Processing complex principal and interest transactions tied to contractual credit agreements• Monthly and Quarterly Payment Date Reporting tie out including the reconciliation of data files submitted by client managers making sure ratings, par calculations, identifiers, rating and industry standards are accurately applied per indenture documents• Performing complex collateral compliance tests in accordance with the series deal documents and department procedures related to diversity in industry, weighted average spread, weighted average rating factors and weighted average life• Processing, transmitting and approving trade purchasing and borrowing wires and expense payments associated with supporting series deal documents• Ensuring the reporting and payments to investors remains in compliance with the requirements of the supporting document guidelines 
• Research and interpreting legal documents to design template models to calculate daily cash reporting, par balances, IC and OC compliance tests to also assist with issuance and setting up of new deals• Proposing and implementing automated solutions to replace manual or semi automated processing on an ongoing basis 
• Training of new employees including both management hires and junior analyst while facilitating group training sessions incorporating routine training procedures, best practices and time management guidelines outlined in internal guideline training documents• Relationship development between trustee, collateral management, agency banks and accountants resulting in having awarded the company with new business/profit growth• In depth research of loan facilities, issues, issuers and fixed income working directly with Moody’s and S&P representatives

• Processing both securitized residential mortgages from master servicers and processing bond payments making sure the waterfall payment structure was being modeled correctly for accurate payments to investors• New deal setup interpreting deal documents and modeling new deal templates while translating to different setup teams to insure accurate modeling setup in various payment systems • Processing reports consisting of 30 to 40 deals per month, tying out payment differences using comparison resources and fixing problem logic modeling• Developing strategies for efficient processing to meet indenture reporting deadlines every monthly reporting cycle• Top trainer for new hires for junior, senior and manager positions• Submitting payments during production through DTC accurately through our payment system making sure the application had been setup correctly• Point of contact for investors concerning payments and answering discrepancy questions in a timely manner

• Coordinating investment pursuant to Mutual Funds, Hedge Funds and Money Managers 
• Managing a team of internal advisors as well the point of contact for both Money Managers and Hedge Fund Managers, confirming money movement and planning strategies for 
exchanges 
• Placing and organizing trading investments-strategizing time frames for both liquidating and funding investments 
• Preparing documents for new accounts by acquiring data from either consultants, company file systems and/or clients 
• Initiating all transactions such as wires, journals, transfers, checks, etc. 
• Documenting all transactions, updating compliance procedures 
• Generation and review of 1000 plus monthly and quarterly performance reports 
• Verifying accuracy of reconciliation and performance numbers, graphs and charts 
• Liaison between advisors and reconciliation group as well as fielding performance related question from clients

• Project coordinator for Managed Invested Portfolio marketing sheets 
• Design performance marketing sheets for prospective high net worth clients 
• Reconciled over 25,000 fee managed accounts (ACATS, cash flows, expenses, dividends, corporate actions, etc.) 
• Main point of contact for over 200 brokers nationwide 
• Worked with Portia, Arow, Style Advisor, and Plaid finance applications 
• Recipient for employee of the month for outstanding performance and commitment (April 2005) 
Member of team rewarded the JD Power and Associates award for Full-Service Investor Satisfaction