Serve as primary customer liaison for closings, funding and disbursements. Develop positive working relationships with internal and external stakeholders, including origination, sales, finance, servicing, underwriting, capital providers, property owners, attorneys, engineers, vendors and contractorsCoordinate as needed with all parties involved in the closing, funding, bond issuance, recordation, tax recording and reporting processes.Coordinate assembly of financing and assessment document packages for execution and recording, working with third party service providers, proprietary technology and cloud-based file share systems. Ensure that packages are complete and accurate, and are delivered, executed and recorded on a timely basis.Prepare closing and funding schedules for review by bond counsel, bond financing providers and trustee.Ensure that all diligence, processing and final bond closing documents are complete and accurate.Ensure that funding/direction to pay documents are prepared and executed accurately and on a timely basis.Review and approve disbursement requests to ensure full completion and appropriate documentation. Review and approve closing and post-closing related statements, escrow disbursements, settlement statements, commitment letters, underwriting files to ensure completeness and accuracy, as well as compliance with pertinent internal policies and external regulations.Coordinate disbursement packages, funding requests and other communications with financing providers and paying agentsPrepare required closing reports and manage a highly complex portfolio of real estate financing, assessments, bond issuances and tax lien enrollments, for internal and external constituents.Coordinate internal reviews and approvalsProvide status and completion reporting to internal and external partiesEnsure internal systems are up to date and accurate

• Prepare sources and uses statement for CMBS and balance sheet closings by reviewing ASR and Credit Memo’s.• Work with deal teams, external counsel and third party vendors to collect all invoices due at closing. • Communicate with external and internal counsel to ensure closing docs are accurate and correct.• Manage the expectations of internal groups on timing of closings and when to transfer capital.• Prepare closed loans to be warehoused onto multiple warehouse lines. • Ensure all custodial docs are sent to the custodian in a timely manner.• Notify and confirm all necessary loan docs are sent to the servicer to properly onboard loans. • Collaborate with the securitization team and prepare loans to be securitized. • Maintain pipeline of new and closed loans.

• Execute all day-to-day loan servicing and collection activities for each real estate lending product. This includes completing member requests, research, delinquency monitoring and all collection activities. • Closely monitor delinquency including compiling frequent updates on internally and externally serviced loans, evaluating financial impact to the Credit Union, and providing weekly updates to Management.• Process all requests for modifications and workout. This includes gathering and reviewing all documents, evaluating collateral, evaluating cash flow and ability to pay, recommending action to Management, coordinating with internal stakeholders and external partners, and formally documenting all requests.• Accurate and timely completion of all analysis and reporting needs.• Continually track and analyze all market activity to assess collateral value and conduct alternate analysis/estimates as needed. This includes ongoing testing of the impact of current valuations to the existing portfolio. • Identifies and implements process improvements to streamline operations and maintain adequate controls across the organization. • Recommends changes to underwriting guidelines, system processes and vendor relationships to ensure asset quality and member service levels remain at an optimal level. • Supports the Department Manager in departmental functions including operating budget, portfolio projections, profitability, vendor relationships, and/or system upgrades, enhancements or replacements. • Maintains policies, procedures, and other documentation, including servicing metrics, service levels and compliance requirements of lending products.• Functions as a business lead on departmental or organization wide projects. Contributes expertise in his/her assigned area and executes certain deliverables on the project.

• Perform post-closing QC of loan documents and settlement process• Coordinate delivery of original loan documents to third party custodians and servicers• Monitor loan cash management including lock boxes on a daily basis• Review monthly cash flow waterfalls• Review and approve monthly servicer and remittance reports• Coordinate the delivery and transfer of loans onto FirstKey’s warehouse lending facilities• Review and execute funding requests on investments with reserves and unfunded commitments• Monitor loan performance including loan covenants• Prepare monthly, quarterly, and annual loan and portfolio updates • Prepare adhoc and required MIS and reports for securitizations and funding requests/sales• Manage bridge loans including advances and funding’s

• Assistant Business Manager overseeing the operations for the Commercial Real Estate Finance group in Connecticut as well as satellite offices• Support more than 30 professionals including Managing Directors, senior and junior loan originators underwriting staff and analysts• Participate in all rate lock calls with borrower, originator and trade desk• Prepare funding packages for all closings and send to operations and servicer• Organize and deliver all documents relating to loan originations and assignments to accountants, rating agencies, B-piece Investors, sub-debt buyers and syndicate bank groups for both fixed-rate and floating-rate loan sales.• Assist in troubleshooting all IT hardware and software issues including vendor negotiations.

• Verified borrowing requests, loan renewals, term rates, margin changes, calculation and billing of commitment, unutilized, letter of credit and breakage fees• Monitored and assist in rectifying cash breaks • Worked closely with secondary loan trading, agency services, finance and operations on daily activities• Identified procedural efficiencies while training and supporting new and existing team members

• Communicated daily with residential and commercial trade desks to execute new trades• Performed daily trade and position reconciliations to ensure previous day trades were executed correctly along with examining any clearing differences of trades• Coordinated with internal groups and external third parties to obtain necessary documentation to settle trades and disburse funds accordingly• Prepared inventory for product securitization to third party lenders

• Responsible for administration of a $543 MM loan portfolio, ensured timely and accurate disbursement and collection of funds from 60 commercial finance, communication and healthcare customers• Updated borrowing base and daily collateral activity for assigned accounts, validated the accuracy of customer documentation, reviewed collateral positions, investigated early signs of deterioration and assisted the Account Manager in establishing new business collateral monitoring plans• Performed loan administration activities related to participant settlements, letters of credit, set-up and settlement of LIBOR loans, customer monthly billing, monthly statement preparation and distribution

• Solicited financial services to executives of Fortune 1000 companies while managing pipeline• Responsible for one-third of company's funding while managing profit margins for daily business • Developed and maintained marketing materials for departure program and managed all sales asp