• Develops sophisticated financial analyses supporting Treasury's investment decisions regarding financial institutions, including quarterly performance analyses of financial institutions in assigned $2 billion investment portfolio.• Develops, recommends, and implements transaction execution, equity, and portfolio management policies and strategies to achieve the office's overall objectives.• Reviews and analyzes complex requests from financial institutions participating in the office's programs. • Conducts independent due diligence with financial agents, regulators, and applicants to make recommendations to the office and senior Treasury officials.• Provides expert advice during policy deliberations related to legislative initiatives and recommends improving quantitative measurement techniques.• Coordinates with other Treasury staff on legal, compliance, and risk management matters related to the office’s investment portfolio.• Coordinates with bank regulatory and supervisory personnel to assess potential investment decisions.• Develops workflows and business processes, including analytical tools and methodologies, for transactions involving investment counterparties and the Treasury's custodian bank.• Ensures that proper documentation, internal controls, and validations are in place for the governance of the office’s activities and for reporting to oversight bodies such as Treasury's Office of the Inspector General.

• Preformed underwriting, structuring, and the documentation of all client transactions within assigned portfolio.• Monitored performance and trends, proactively defining credit solutions, identifying issues, and following through for remediation.• Ensured all credit process metrics are within prescribed tolerances.• Collaborated with relationship managers and clients to complete credit requests.• Ensure compliance with regulatory requirements and internal policies governing lending practices and credit risk management.

• Preform underwriting, structuring, and documenting all client transactions within the designated threshold of $1M to $5M in the Centralized Lending Unit. Monthly client transactions range from 10 to 12 deals.• Manage the Greater Washington Region Portfolio, monitoring performance and trends, proactively defining credit solutions, identifying issues, and following through for remediation.• Ensure all credit process metrics are within prescribed tolerances.• Collaborate with relationship managers and clients to complete credit requests.• Provide risk evaluation and associated compliance requirements of assigned portfolio.

• Prepared monthly, quarterly, and year-end financial valuations for the master custody pooled funds and customer client reporting.• Provided operational support to the Institutional line of business (E&F & IAS). • Assisted with accounting reconcilement, balancing, posting, and production of daily reports.• Worked closely with relationship managers, operational personnel, and clients to obtain information for resolving issues or requirements to complete reporting.• Prepared subsidiary ledgers for funds requiring additional reporting.

• Reviewed financials and wording of legal documents that pertain to bankruptcy, such as Affidavits and Declarations.• Worked closely with outside counsel and internal departments to ensure documents prepared met the National Mortgage Settlement requirements. • Assisted the National Mortgage Settlement project team in creating and providing updates on various test plans.

• Obtained clientele seeking to purchase or refinance their residence.• Worked directly with lenders and clients.• Developed refinance and purchase options for clientele based on financial and creditworthiness.

• Assigned to the accounts receivable sector in the accounting department, handling commercial and customer accounts.• Handled day-to-day accounts receivables, including reconciling client payments in SAP.