Eva Phillips Email and Phone Number

Oversaw all operations, including direct management of business support team and paid preparers. Indirectly managed support members servicing tax-exempt transactions. Processed thousands of state and local government tax-exempt lease financing transactions and over $1B in new business volume. Collaborated with internal support teams including Booking and Funding, Customer Service, Portfolio Management, eCommerce, Finance, Program and Sales Management, Risk, Legal, Accounts Payable, IT, Invoicing and Tax to ensure integration throughout.

Supported brokers, vendor partners and end user customers by providing lease and loan documentation coordinating timely funding. Captured transaction attributes in lease accounting system (InfoLease) to close transactions. Audited, identified, and resolved system deficiencies.  Prepared and filed UCC Collateral and IRS 8038 (G/GC) Forms.  Processed escrow disbursements.  Responded to customer inquiries, resolved issues, and calculated payoff quotes and end of term closeouts. Facilitated syndication process by conducting due diligence reviews of portfolio transactions. Managed syndication assignment documentation and transfer process coordinating with Legal and Risk through closing.  Improved process for syndication servicing by creating cash flow models and transaction payoff procedures.  Served as Subject Matter Expert for IT and HR; resolved technology problems and provided support for new system integrations.

Coordinated finance closings by following up with end user customers and brokers to obtain required documentation. Reviewed closing documents for accuracy facilitating funding. As Escrow Administrator, opened accounts for disbursements and closing out escrow accounts. Calculated and provided buyout quotes to customers. Coordinated restructures and early buyout terminations.