Erick M. Email & Phone Number

Cypress, Tx, Us

Houston, Texas, United States

Process and transmit the most complex money movements associated with Asset Backed Lending products. • Provide technical expertise related to monthly account processing and reconcilement issues. • Act as the primary contact for critical Asset Backed Lending account production and escalation. • Conduct document reviews and set up new deals efficiently. • Develop calculation tools for accurate and efficient processing. • Handle quality control reviews for new deal setups. • Train and mentor peers and junior team members. • Conduct research and resolve complex client and investor inquiries. • Partner with internal and external parties to troubleshoot and improve production processes.

Support senior investment management in client servicing and enhancing operational procedures for continued efficiency and improvementCollaborated with the team to efficiently manage approximately 8000 loan transactions for loan assets totaling above $100 billion during Quarter-End, maintaining a consistently high level of accuracyEstablish and oversee metrics while collaborating with the team to maintain real-time accuracy and currency of all data elementsAddress the requirements of both internal and external clients, as well as third parties, pertaining to transactionsOversee and monitor transaction reports to ensure timely and accurate processing of all received noticesServe as the primary point of contact for addressing escalated data issues.

Houston, Texas, United States

Investigated and resolved discrepancies with loan notices with 10+ agent banks and internal clients, total assets ranging over $300 billionManage daily loan transactions for a portfolio of 300 loans during the month and 400-800 during month end using CDOsuiteRecommended process improvements to continually identify, analyze, and fix constraints and challenges.Runs various internal reports as needed and handles global-level issues

Houston, Texas, United States

Houston, Texas

Utilize analytical and problem-solving skills to reconcile discrepancies in financial reports to ensure clients receive daily fund reportsProactively research and comprehend various loan documents such as credit agreements, funding memos, amendments, etc. to amend and update portfoliosCoordinate with agent banks, clients, trustee banks, and internal teams to promptly resolve an inconsistency in financial reports.

Houston, Texas Area

Bachelor Of Business Administration In Finance, Finance, General

Activities and Societies: Member of The Finance AssociationBusiness Administration in Finance

Education record