Lynn Wheatley Email & Phone Number

Dallas, Texas

Lynn Wheatley is Senior Credit Underwriter at Preston Hollow Capital (“PHC”), a well-capitalized non-bank finance company specializing in providing capital solutions in municipal specialty finance. PHC has more than $1 billion in permanent equity capital and over $2 billion in investment capacity. PHC is a team with invested and experienced executive management, structuring, trading, credit and business operations professionals that differentiates itself with its ability to deliver capital solutions with speed, certainty and flexibility. As Senior Credit Underwriter, Lynn’s corporate responsibilities include evaluation, analysis and underwriting of the real property components of the firm’s investments.

Dallas/Fort Worth Area

Managed GE Capital Bank’s (“the Bank”) credit perspective of its commercial real estate portfolio with delegated authority. Lead cross functional deal teams to decision and account manage eligible commercial real estate transactions. Provided Bank guidance in the underwriting and approval of structured loan transactions and safe and sound management of the portfolio in a manner compliant with Bank regulations. Managed portfolio concentrations, quality, and performance in compliance with risk appetite and policy triggers, targets, and limits.Facilitated the initiation of the Bank’s commercial real estate lending program with GE Capital Real Estate. Enabled portfolio diversification at GE Capital Bank through credit approval of safe and sound commercial real estate mortgages within 50 transactions secured by 430 properties.

Dallas/Fort Worth Area

Led GE Capital Real Estate risk management in the securitization of commercial mortgages with pool contributions ranging from $150 million to $1.0 billion. Managed the CMBS pipeline, warehouse, and securitization processes and teaming with GE Capital Americas Capital Markets to ensure efficient and optimum capital market transactions within policy compliance. Led in collateral presentations and in communications with rating agencies and bond investors. Facilitated the securitization of over 325 commercial mortgage loans secured by various property types aggregating $3.9 billion.

Dallas/Fort Worth Area

Teamed with Securitization Manager in managing GE Capital Real Estate risk management in the securitization of commercial mortgage loans secured by various property types. Facilitated the securitization of over 450 commercial mortgage loans secured by various property types aggregating $4.5 billion.Completed loan asset summaries, managed the construction of loan data tapes, and the delivery of due diligence provided to rating agencies, investors, and deal partners. Participated in communications with rating agencies and bond investors

Dallas/Fort Worth Area

Prepared credit requests for investment committee with detailed underwriting analysis and presentation of asset valuation, market trends, risks and mitigants, strategy, and investment returns for mortgages secured by commercial real estate. Credit requests completed on various property types including multifamily, self-storage, office, retail, manufactured housing, and industrial properties for $134 million of commercial real estate mortgages.

Dallas/Fort Worth Area

Prepared credit requests for investment committee with detailed underwriting analysis and presentation of asset valuation, market trends, risks and mitigants, strategy, and investment returns for mortgages secured by commercial real estate. Credit requests completed on various property types including multifamily, self-storage, office, retail, manufactured housing, industrial, and hotel properties in excess of $500 million of commercial real estate mortgages.

Dallas/Fort Worth Area

Performed attestation engagements by managing and planning audits, reviews, and compilations of public and private companies including publicly traded REITs with assets in excess of $1 billion.Accelerated knowledge of commercial real estate by performing agreed-upon procedures for commercial real estate lending institutions.

Master Of Business Administration (Mba), Finance, General

Bachelor Of Business Administration (Bba), Accounting And Finance

Activities and Societies: Tau Alpha Phi, Three year football letterman and starter

Education record