- Partner with business units to gain an understanding of transaction details and broader context of the business opportunity in order to determine an acceptable risk profile and necessary risk mitigants- Aggregate and analyze portfolio data to create reports that deliver insights into counterparty exposure- Create and present approval presentations that provide an overview of deal structure and financial information- Developed scorecards used to measure financial performance metrics for various types of industries to bring continuity among ratings and better manage risk in the portfolio - Lead the effort to clean portfolio data and build out a reporting platform for new business and growth area exposure utilizing Power BI

- Managed $5 billion in loan commitments to institutional real estate clients including Real Estate Investment Trusts and private equity funds- Thoroughly analyze financial reporting (10-Q, 10-K, financial supplements, earnings calls, investor reports) to create comprehensive reports and deliver insights assessing client performance, strategy, and financial position- Led loan modification requests within a tight time frame, assessing how the proposed change will impact the existing deal structure and make a final recommendation to approval authorities- Research industry conditions for multiple property types (multifamily, retail, office, industrial, hospitality) to develop financial assumptions used to determine asset valuations and create performance forecasts- Monitored quarterly reporting packages to ensure clients remained in compliance with financial covenants

- Collaborated with a small team to manage a portfolio of approximately $3 billion in senior loans, comprised of real estate construction, hospitality, residential, multifamily, office, retail, and industrial transactions- Reviewed and tracked property performance through the analysis of monthly reporting, comparing actual performance against budgeted and appraisal performance to identify variances and impacts on performance - Analyzed draw request packages and project monitoring reports, comparing actual costs vs. budgeted costs to determine if budgeted reserves are sufficient to complete a project- Research market and submarket trends and conditions to identify potential drivers such as construction of new properties, rental rate growth, occupancy/vacancy trends, and industry changes for major market employers

- Serviced a variety of loan portfolios including health care credit and real estate, lender finance, premium finance, and commercial real estate- Complete the initial setup of new loans in the asset management system, inclusive of entry of client information, interest rate setting, booking of fees, and setup of escrow accounts- Review monthly cash flows in order to run waterfalls for under-performing or special situation loans- Maintain financial integrity by researching and reconciling discrepancies, and auditing and verifying documents- Review borrowing base certificates, ensuring that collateral is accurately recorded and properly calculated to determine facility availability for advance requests