• Represent commercial lenders and servicers in commercial real estate transactions, including mortgage loans (including CMBS/securitized loans), loan sales, loan assumptions, and loan modifications.• Draft and negotiate documentation tailored to each transaction.• Review the following to mitigate related risks by resolving issues through negotiations with opposing parties and third party vendors: title commitments and policies, surveys, zoning reports, borrower organizational structures and operating agreements, property management agreements, purchase agreements, background searches, leases, estoppels, SNDAs, condominium regimes, franchise agreements, covenants, conditions and restrictions, and other property or borrower specific documentation.• Manage such transactions to facilitate closings by maintaining legal due diligence checklists, scheduling and hosting status calls, and coordinating with clients, borrowers’ counsel, and our internal legal team.

• Primary Document Review: Review stored client documents to catalog document inventory and identify which are relevant to objectives of ongoing legal matters.• Secondary Document Review: Perform quality control, confirm decisions made by initial reviewers, and mark priority documents for scanning.• Code scanned images of priority documents in case management software.• Track priority documents in shared database to prevent duplication of effort with fellow reviewers.• Consult on creation of objective summaries and identifying documents that address specific concerns.

• Assisted with transactional business in real estate and business planning matters by drafting operating agreements and an opinion letter for a commercial lending transaction.• Aided in plaintiffs’ litigation in negligence, contract disputes and various employment disputes by drafting petitions, discovery documents, research memorandums, client letters and settlement and release agreements.• Attended mediations, court, and a deposition.

• Performed analysis and due diligence on potential property acquisitions.• Negotiated, drafted and administered commercial lease contracts and managed tenant relationships.• Managed approximately 60,000 sq/ft of office and retail space and oversaw another 53,000 sq/ft retail center.• Maximized operating profits by controlling vendor contracts and successfully appealing county appraisal values.• Oversaw accounts payable and receivable, capital improvements, financial reporting and projections.• Position held concurrent to SVP of VIP Mortgage Solutions at the request of the common owner (Peter Mallouk).

• Established the LLC, gained state licensing, partnered with lenders, credit-reporting agencies, and Fannie Mae.• Developed and executed process systems, quality control standards and monitoring procedures.• Managed day-to-day operations, a sales staff of 5 employees and human resources issues.

• Negotiated terms of lending contracts and depository instruments.• Managed a high-net-worth client portfolio and cultivated new relationships and referral sources.

• Executed daily management of client accounts and identified opportunities to grow relationships.

• Created credit packages for commercial loan committees through financial, risk and debt servicing analyses.• Attended calls with loan officers to gain information regarding clients’ and prospects’ business plans.• Earned permanent placement in the Private Banking Division through performance on a training rotation.