Greg Birk Email & Phone Number

Los Angeles, CA, US

• Lead the coordination of real estate loan closing due diligence checklist, including interfacing with the borrower, title companies, attorneys, appraisers, gathering and reviewing necessary documentation.
• Organize the know your customer (KYC) and anti-money laundering (AML) information request and review process.
• Order insurance and other third-party vendor engagement and coordinate report delivery and analysis.
• Track closed loan levering schedule and process for warehouse facilities and securitization.
• Host weekly loan pipeline closing meeting updating all Real Estate Debt team of progress of each outstanding loan.

New York, NY, US

• Assist in preparation of closing documents, consents, UCCs, allonges, non-disclosure agreements, etc. with corporate authority for closing deliverables for real estate debt closings, mortgage and loan facilities and.
• Organize and Maintain electronic storage [Dealroom & lntraLinks] of all documents related to closing, underwriting, asset management, and future modifications.
• Provide administrative project support to the Closing team both organizationally and in connection with sensitive project work.

New York, NY, US

• Risk and Control
• Provide day-to-day support to the Strategic Resolution Unit’s Securitized Products, Commodities, Life Finance, Credit, and FX teams including maintaining a robust control framework, acting as the front to back point.
• Review business performance, red flags, and control limit breaches through monitoring of daily and monthly reports, highlighting trends, and identify key opportunities to improve performance using pivot tables and.
• Provide the maintenance of supervisory framework, including checklists, org charts, and responsibility for reporting Operational Risk losses or Control Incidents.
• Prepare monthly Business Risk and Control Meeting (BRCM) providing trend analysis based on Key Risk Indicators (KRI’s) for presentation to senior management and C-Level executives.
• Maintain the Global Book Manager (GBM) as the firms ‘golden source’ for all trading book and department information.Regulatory

New York, NY, US

• Coordinated new deal closings, extensions, conversions, and other pipeline events within the Real Estate Finance portfolio.
• Worked closely with deal team members such as Originations, Underwriting, Asset Management, Legal Counsel and other teams throughout the closing and approval process.
• Tracked completion of due diligence items to ensure compliance, credit/risk, legal, and other firm requirements/conditions are met prior to closing.
• Reviewed deal summaries and legal documents to ensure the risk profile and deal structure are consistent and accurate across all systems and tracking tools.

Zurich, CH

• Created and automated daily offering sheet, position report and ad-hoc requests for the CMBS Agency Desk.
• Reviewed Notes and Prospectus and communicated deal structure and stratification to Accountants.
• Balanced the shelf account for all Re-remic Deals, Fannie Mae Mega Deals and Ginnie Mae Deals.
• Set up, booked and priced all project loans, construction loans and DUS.
• Reviewed commitment letters for all CMBS Agency Desk trades.
• Responsible for Small Business Administration (SBA) deal, trade and product setup as well as document preparation.

Zurich, CH

• Marked CMBS loans and bonds on the books of the firm nightly versus hedge positions and accrual.
• Priced all CMBS hedge positions nightly including CMBX Index Swaps, Credit Default Swaps on CMBS, Lehman Total Rate of Return Swaps, Interest Rate Swaps, CMBS Bond short positions and IBOXX Swaps using different.
• Reviewed the rate lock of all new loans, fixed and floating, to ensure accuracy.
• Assisted in securitization of loans into bonds/deals including the collection, organization, and distribution of bond information to the CMBS Front, Middle and Back office.

Zurich, CH

• Ensured that all CDO trades were captured on the front office systems and flowed accurately downstream to all middle and back office systems in a timely manner.
• Worked with traders to ensure all prices, positions and changes to duration are booked accordingly.
• Confirmed all trades including Treasuries, Swaps, CDS, Inter-Broker, and Internal Switch tickets.
• Marked the book daily according to hedge movement, CDS trading and Cash bond trading.
• Facilitated the transfer of bonds from 144A to RegS form.
• Calculated payments for all bonds in position and confirmed they were received.

Zurich, CH

• Coordinated the review, funding and release of loans originated by the Real Estate Finance and Securitization Group.
• Balanced the cash sheet of daily transactions and sent out a funding report.
• Developed a process to monitor unsecured lending to newly established entities.
• Processed monthly principal and interest payments on portfolio and reconciled department bank accounts.

Bachelor Of Science (B.S.), Finance, Economics

High School

Blockchain For Business Certificate