Jeff Lai Email & Phone Number

Vancouver, British Columbia, Canada

Vancouver, Canada Area

Vancouver, Canada Area

• Manage and maintain CMBS and other securitization transactions and reports.
• Analyze detailed loan and property level financial reporting and follow up with borrowers as requested.
• Monitor portfolio of loans for compliance with loan requirements and servicing agreement.
• Respond to inquiries from third party service providers including rating agencies.
• Coordinate post funding financial information collection and property inspections
• Prepare reports and assist with compliance-related tasks.

 Review and monitor the workload for the Accounts Payable team according to deadlines and priorities Manage vendor relationships Manage employee inquiries regarding Concur expense system Co-ordinate with Concur contacts to implement customized features to improve efficiency Provides accounting assistance to project managers and operations staff.

Vancouver, BC

• Frequently responded to inquiries from vendors and co-workers in multiple continents regarding accounts payable activities
• Received, recorded and filed vendor invoices and employee expense claims on a daily basis
• Created weekly cheques and electronic funds transfers
• Put together a weekly cash disbursements forcast for use by upper management
• Performed weekly cheque deposit bank runs for the accounts receivable department
• Maintained a well organized filing system separating vendors for KCB’s multiple offices

Level 2 Passed

Diploma In Urban Land Economics (Dule), Real Estate

Bachelor Of Technology (Btech), Accounting