Yena Lee Email & Phone Number

Washington, DC, US

Detroit, MI, US

• Process loan closings, amendments/modifications/restructures, syndications, and payoffs
• Utilize Excel and system-generated reports to identify cash/wire discrepancies for reconciliation
• Review credit agreements and other debt-governing documents to understand transaction requirements
• Compute agent and co-lender pro-rata shares in changes to commitment, interest, and other related fees
• Research discrepancies between internal system-generated values and invoices/notices provided by agents, co-lenders, or borrowers
• Collaborate with internal and external stakeholders to ensure timely closings on complex transactions

Chevy Chase, Maryland, US

Chevy Chase, Maryland, US

• Continued the daily operations of maintaining a portfolio of syndicated loans with additional responsibilities such as:
• Perform QC reports in compliance with administrative agenting duties
• Reconcile transactions processed in the servicing software with incoming and outgoing cash activities
• Train incoming associates of all loan servicing procedures from closing to the payoff of the loan
• Compare and approve transactions with wires while reviewing accompanying notices/invoices
• Review complex monetary discrepancies and communicate resolutions with stakeholders

Chevy Chase, Maryland, US

• Manage the daily operations of a portfolio consisting of 60+ loans in various industries
• Close new loans into the servicing software and review closing documents to confirm servicing needs
• Examine amendments and other legal documents to modify loan properties
• Utilize LIBOR and SOFR repricing methods and amortization schedules to prepare invoices
• Prepare funding notices and communicate with member banks, agents, and borrowers for syndications
• Set up outgoing wires to meet time-sensitive funding deadlines

Tysons Corner, VA, US

• Coordinated all talent acquisition operation logistics for interviews and other recruiting events
• Managed expenses with corporate credit card, purchase orders, and reimbursements
• Maintained superior data hygiene in ATS (SmartRecruiters)

Vestavia Hills, Alabama, US

• Authorized resolutions to technical and interpersonal crises while ensuring corporate compliance
• Coordinated weekly performance evaluations and trained employees of audits and protocols
• Screened and conducted interviews with candidates to match with suitable positions
• Supervised employees and ensured smooth operations of 24 hour service desks

Chevy Chase, MD, US

• Processed account receivables such as payments, invoices, and checks for external audit
• Oversaw the handling of delinquent accounts and processed bad debt payments with clients
• Expedited accounting processes by implementing a paperless system

Gaithersburg, MD, US

• Planned and monitored live webinars and conference calls while assisting presentation materials
• Prepared client reports using Excel and took on project management preparations
• Communicated and maintained relationships with Fortune 500 company clients via email/phone

Washington, DC, US

• Audited and approved expense reports up to $20,000 for financial statement preparations
• Researched and analyzed allowable costs under federal regulations for non-profit organizations
• Planned and created fixed assets registry while communicating with auditors and staff members