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Seasoned contracts manager/specialist with 27 years experience in the financial services/equipment leasing industry. I am highly motivated and enjoy developing and improving my skill set. I am responsible for drafting, negotiating, reviewing and finalizing lease and loan contracts while working closely with other areas of the business (sales, asset mgmt., credit, legal, tax and operations). I work with the syndication group to buy and sell deals and work with third party lenders/lessors to facilitate closing deals.I work hard and also foster strong relationships with my co-workers, sales and customers.
Wintrust Asset Finance Inc.
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Vp Operations Capital MarketsWintrust Asset Finance Inc. Oct 2022 - Present
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Senior Contract SpecialistThe Cit Group/Equipment Financing, Inc. Sep 2021 - Oct 2022
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Vice President - Documentation Syndication LeaderCitizens Asset Finance, Inc. Apr 2019 - Sep 2021
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Senior Contract SpecialistCit Rail Dec 2012 - Apr 2019Responsible for drafting and negotiating railcar and locomotive master lease agreements and schedules. Draft and negotiate transfer and assumption agreements and review sublease agreements provided by our lessees. Work with risk, sales, mechanical, tax and legal on document negotiations, if need be. Work on special projects when needed.
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Avp - Sales Coordinator 3The Huntington National Bank Apr 2012 - Dec 2012Prepare, review and close Equipment Finance loan and lease transactions. This includes small and large ticket transactions, aircraft, marine, rail car, participations and syndications. Order and review UCC searches, prepare and review UCC financing statements, and prepare assignment and assumption agreements. Review equipment titles. Work with inside and outside counsel on document negotiations. Book deals using Rapport and update InfoLease throughout the life of the deal. Request and review insurance certificates.
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Avp - Senior Documentation SpecialistBluecrest Capital Finance, L.P. Feb 2008 - Apr 2012Prepare, review and close Heath Science and IT loan transactions (including amendments/renewals/restructures). Work with inside and outside counsel on document negotiations. Review Non-disclosure agreements. Order and review UCC searches and prepare and file UCC filings. Help portfolio with workout transactions. Request and review insurance certificates. Special projects when necessary.
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Avp-Senior Documentation SpecialistMerrill Lynch Capital Nov 2005 - Feb 2008New York, Ny, UsPrepared, reviewed and closed Equipment Finance transactions. Ordered and reviewed UCC searches and filings. Worked with vendor and customers on a daily basis. Coordinated document negotiations with inside and outside counsel. Prepared and reviewed landlord waivers. Request and review insurance certificates. -
Avp - Senior Documentation ManagerMerrill Lynch Business Financial Services Inc. Sep 1997 - Nov 2005Prepared, reviewed and closed middle market, franchise, real estate and commerial loan transactions. Order and review lien searches, appraisals, title documentation, flood certficates and other real estate documentation. Interviewed and trained new employees and helped with mid and year end reviews. Worked with inside and outside counsel on document negotiations. Requested and reviewed insurance certificates. Special projects when necessary.
Kathleen Williams Skills
Kathleen Williams Education Details
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Keller Graduate School Of MgmtMasters Of Project Management -
Keller Graduate School Of MgmtBusiness
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American Institute For Paralegal StudiesParalegal
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Saint Mary'S University Of MinnesotaPolitical Science
Frequently Asked Questions about Kathleen Williams
What company does Kathleen Williams work for?
Kathleen Williams works for Wintrust Asset Finance Inc.
What is Kathleen Williams's role at the current company?
Kathleen Williams's current role is VP Operations Capital Markets -Wintrust Asset Finance Inc..
What is Kathleen Williams's email address?
Kathleen Williams's email address is ka****@****cit.com
What is Kathleen Williams's direct phone number?
Kathleen Williams's direct phone number is +122527*****
What schools did Kathleen Williams attend?
Kathleen Williams attended Keller Graduate School Of Mgmt, Keller Graduate School Of Mgmt, American Institute For Paralegal Studies, Saint Mary's University Of Minnesota.
What skills is Kathleen Williams known for?
Kathleen Williams has skills like Microsoft Office, Management, Loans, Sales, Risk Management, Time Management, Banking, Credit Analysis, Process Improvement, Negotiation, Leadership, Customer Service.
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