Jonathan Norman Email & Phone Number

Rhode Island, United States

Asset ManagementManage team of two Asset Managers to achieve department objectives. Primary responsibility is transaction underwriting. Processed over 200 consent requests since 2016, including over 100 transfers of interests. Transaction underwriting requires understanding of loan document requirements and ability to analyze proposed transaction, while working directly with clients and their attorneys, internal departments, servicer’s attorneys and applicable lenders.Completed over 250 property inspections to assess property physical condition, operations and market information. Additional responsibilities include analysis of property operating statements, monitoring portfolio over watch list loans and completing action plans to further analysis watch list loans’ operations.

Greater Boston Area

Responsibilities included: • Review and perform financial analysis for Freddie Mac, Fannie Mae and CME quarterly and annual compliance• Inspect multifamily properties and prepare reports detailing market, financial, and property condition analysis• Interact with borrower and real estate attorneys to review and process consents including easements, commercial leases, borrower transfers and management changes• Monitor 10+ high risk loans through analysis of borrower, market, portfolio, financial and physical condition data to provide recommendation regarding how property is trending

As a Loan Analyst at Walker & Dunlop I serviced a portfolio of over 400 Fannie Mae loans with a cumulative balance over $3.5 billion and $21 million in monthly debt-service. I worked to consistently ensure borrower compliance with all loan requirements and served as the direct borrower contact. My position required effective communication with all internal departments and specifically with;o Origination - during existing loan payoff and/or refinance opportunities, o Closing - during new loan setup and existing borrower transfers o Asset Management - during delinquency management, capital improvements, and financial reporting requirements

Greater Boston Area

Worked as a Custody Specialist at State Street Corporation in the State Street Global Services division.

Gained valuable real life experience in annuities, IRAs, mutual funds, and investment strategies

Marketed events through media streams including, newsletters, flyers, website, emails, cold calls and FacebookServed as store ambassador by co-operating events including silent auctions and athlete appearancesInteracted professionally on sales floor with customers, managers, co-workers and professional athletesProduct and data entry, inventory control, product shipping and product display

Masters, Business Administration, Concentration In Finance

Accepted early decision to accelerated 5th year MBA program.

Bachelor Of Science (Bs), Business Administration, Financial Management

Activities and Societies: Accounting & Finance Club, Salve Regina University Football Team