• Handle loan asset management and servicing matters including: payoffs, prepayments, lease reviews, SNDA’s, reserves/draw requests, escrows, cash management, loan assumptions, substitutions, property releases, financial reporting, inspections, post-closing items, and other borrower requests on assigned loan portfolio of 47 loans totaling $3.4 billion. • Prepare the modifications and restructure memos for approval. Analyze the property operations and rent roll and forecast/underwrite the annual cashflows to value the asset to support proposed modification structure. • Monitor loan/property performance including rollover, monitoring problem loans.• Prepare annual mortgage ratings including OSAR financial analysis, market research, and valuation of commercial real estate.• Support mortgage originators on new loan transactions and manage the closing process; including rate lock, appraisal reconciliation, coordinating third party consultants, initiate fundings, and reviewing loan documents.• Serve on the Diversity & Inclusion Committee and helped to launch the Coaching Circles pilot program.

Subsidiary of the Marcus & Millichap Company that provides joint-venture equity for multifamily and retail assets.Director of Asset Management: Retail and Finance (2019 – 2020) •Evaluated retail business opportunities by preparing term sheets and Investment Committee recommendations.•Integrated asset performance by calculating internal cost of capital and waterfalls into Company forecast to generate annual and five year financial projections.•Organized quarterly board materials for the Marcus & Millichap Company Executive Board.•Drafted and edited investor packages for fundraising efforts.Director of Asset Management (2015 – 2019) •Oversaw a portfolio of 19 assets totaling $442 million consisting of apartment and triple-net retail assets. •Interfaced with sponsors on acquisitions, budgets, leasing activity, renovation progress, and development funding. Reviewed purchase/sale agreements, loan agreements, and leases to enforce operating agreements and business plans. •Executed closings for $482 million of acquisitions and $265 million of dispositions. Authored business plans, approved settlement statements, and consulted with counsel on operating agreements.•Audited a sponsor’s accounting records to identify and to recover $626,000 of misappropriated funds. •Devised asset management databases to track portfolio performance including renovations, occupancies, rents, expenses, and cash flow distributions.

North America Lending & Investing: Underwriter (2010 - 2015)•Underwrote $511 million in bridge and acquisition loans on commercial real estate in the Western United States by analyzing financial statements, researching market data, performing site visits, evaluating loan terms, assessing borrower capabilities, interpreting leases, reviewing third-party reports, and submitting recommendations to Credit Committee.•Performed portfolio valuations and impairment tests on $850 million of office, industrial, and multifamily assets.Arden Realty: Senior Financial Analyst (2009 - 2010)•Created models to capture eight million square feet of leasing activity and terminations, along with $77 million in capital expenditures. Designed template to calculate net effective rents, collaborating with IT to automate tools.North American Equity: Underwriter (2006 - 2009)•Underwrote five closed acquisitions that comprised 1.3 million square feet and $340 million of value. •Assessed building and market metrics to facilitate disposition activity on ten transactions valued at $328 million.

•Reviewed and recommended commingled private equity real estate funds raising between $100 million and $4 billion by interfacing with fund managers to evaluate their strategy, team, structure, returns, and processes.

•Performed financial/ARGUS analysis; wrote investor presentations; reviewed legal documents and lease agreements; inspected property sites; and negotiated contracts on $216 million of office acquisitions.

•Created models to calculate returns for a potential $100 million, 270-unit residential condominium tower. •Authored memorandum to entice equity investors and lenders.

•Identified potential acquisition targets within financial services including: banks, payment processors, and specialty lenders. Calculated accretion/dilution of potential acquisitions and assessed strategic fit.•Managed the Bank’s $500 million Bank Stock Fund. Researched potential investments, executed orders with traders, and handled accounting reports for senior management.

•Coordinated multi-state tax compliance issues for a manufacturing client with 35 entities and $150 million in revenues. Reviewed tax returns, facilitated audits, calculated estimated tax payments, and settled notices. •Handled real estate taxation issues concerning capitalization of interest, depreciation, passive activity limitations, and like-kind exchanges.