John Mann Email & Phone Number

Stamford, Ct, Us

Glen Allen, Virginia, Us

Stamford, Ct, Us

Manage a department of 8 commercial loan servicers.Oversee the maintenance and ongoing financial activities and daily administration for the portfolio.Assist with complex loan issues and come up with solutions.Manage commercial loan closings and modifications.Manage the Syndication portfolio within the commercial bank.Manage the ongoing servicing of the loans ensuring data quality into the loan system.Serve as a liaison between Loan Servicing, Lending Units, Legal, Compliance, and Third party vendors.Monitor productivity and efficiency of department, make adjustments to processes and procedures to meet business plan.Assist with system, ACBS 8.0, upgrade for the commercial bank's loan system.Establishes internal procedures, implements process improvements and ensures compliance with all laws and regulations.

Stamford, Ct, Us

Prepare Foreign Currency Buy/Sell trade's for Treasury / Funding on all commercial loans.Prepared, reviewed and reconciled various reports and performed other highly complex administrative activities to support the Line of Business.Calculate gain/loss for each Foreign Currency contract at settlement.Acts as a resource for entry and senior level employees.Confirm and Settle with counterparty through CashPro Online.Ensure the team is adhering to policies and procedures.Ensure work is completed and processed accurately and within designated timeframe.

Oversaw all operations for start-up bank loan asset manager.Managed relationship with investors and vendors to ensure adherence to established processes/procedures.Managed a portfolio of $185 million AUM specializing in bank loans, high yield and IG corporate bonds.Assisted in development of technology platform, reporting, models and all operational policies and procedures.Managed leveraged fund models, reconciliation, documentation and investor reporting.Performed due diligence on new assets purchased into funds.Reconciled prices, P&L, NAV, and daily cash balance for bank loans, high yield and IG corporate bonds.

Reconciled fund models to daily cash sheets from custodians/trustees. Managed a portfolio of $4.2 billion AUM specializing in bank loans, high yield and corporate bonds.Performed due diligence on new assets purchased into funds.Hypo-testing and compliance. Bank loan modeling support of structured vehicles. Assisted traders in monitoring bank loan trends and sector analysis. Tracked all mark to market prices through Markit.

Provided execution and operational support to loan trading desk.Coordinated closing and documentation with attorneys, agent banks, counterparties and issuer.Performed relative value analysis in the loan and high yield markets. Covered the bank’s investment grade borrowers and the syndicate desk to source and screen trading opportunities.

Founding member of Agency Services team. Responsible for operational aspects of deal closings.Managed a portfolio of syndicated corporate and industrial loans. Coordinated deal restructurings and executed assignments and participations.

Assisted loan structurers and attorneys in administering loan documents.Provided operational support for loan syndication business.

Washington, Dc, Us

Education record

Bachelor Of Science In Business Administration, Finance