David Lamb Email & Phone Number

New York City Metropolitan Area

New York, New York, United States

• Monitor and maintain ESD’s loan portfolio through the ABS system;
• Generate and process billing for the JDA and UDC loan portfolio;
• Serve as the primary contact for borrower and grantee account inquires, and provide quality customer service;
• Process Cash Receipts (i.e., Lockbox and ACH) and apply payments to update each borrower’s account;
• Run daily reports and reconcile balances;
• Generate loan payoff and satisfaction letters;

New York, New York, United States

Successfully project managed up to 6 productions per season, and managed tour to 250+ colleges and universities. Prepared detailed production and operating budgets. Managed budgets according to approved expenses and income goals. Created weekly financial projections. Administered company finances, including revenue generation, payroll, lines of credit.

Led quarterly portfolio review process ensuring quality credit monitoring. Single-handedly completed credit reviews and assessed material and non-material modifications, including risk analysis of Borrower financials and performance of real estate assets from closing through the loan term. Provided risk recommendations to Loan Committee, ensuring.

Demonstrated consistently outstanding performance in all aspects of closing $500MM+ of tax-exempt financing as bond counsel, underwriter’s counsel, and special counsel for various issuers. Single-handedly prepared bond resolutions, trust indentures, lease agreements, mortgages, guaranty agreements, closing documents, official statements, private placement.

Involved in all aspects of tax-exempt financing as bond counsel, underwriter’s counsel and special counsel for various issuers nationwide with particular concentration in industrial development revenue bonds. Solely responsible for preparation of bond resolutions, indentures of trust, lease agreements, mortgages, guaranty agreements, closing documents.

Juris Doctorate

Masters

Ba