Matt Dahlgren Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, United States

Hired and managed team of 30 syndicated loan servicers for engagement with large international bankDirected training and work of two teams supporting agency and member syndications operations teamsCollaborated daily with senior client leaders to align work of teams with priorities of project and bankUtilized ACBS and IntelliMatch to support syndicated loan transaction processing, cash reconciliations, and special projects

Greenwood Village, Colorado, United States

Collaborative leader in high profile role responsible for the boarding and ongoing servicing of the bank’s $120+ billion loan portfolio that includes multi-lender agented loans, direct bi-lateral loans, wholesale loans, syndicated loans, and participated loans Developed and initiated Back to Basics strategy challenging team to re-think long standing processes and controls, SLAs and KPIs, and training methodologies. As a result, system enforced controls have been implemented to lower risk of human error, process flows have been expanded to find process gaps and identify risk, and training opportunities have been uncovered to build a deeper understanding among teammatesLed effort to implement powerful query and BI tools, DataMart and Tableau, designed specifically to extract meaningful data from bank’s core loan systemExpanded responsibilities of Loan Administration department by reorganizing a lockbox and ACH payment application team into the department, freeing up two FTE and creating additional expertise for the specialized process as the responsibilities were shared among a larger teamProduct and application business owner of loan servicing system (ACBS) and DataMart responsible for vendor relationship and aligning strategic roadmaps between organizations to maximize project and upgrade effortsLaunched Quality Assurance/Performance Metrics and Management program and team using resources gained through process improvements Implemented a balanced scorecard dashboard that highlights industry standard metrics of productivity, quality, and KPI/SLA used to run operations, communicate with stakeholders, and enable salesImproved department quality through analysis of control effectiveness testing, identification of process improvement opportunities and focused improvement initiativesMaintained a $5 million annual operating budgetDesigned and owed procedures, process flows, and controls that deliver scalable solutions, enforce policy, and reduce risk

Greater Denver Area

Greater Denver Area

Greater Denver Area

Oakbrook Terrace, Il

Senior member of an international bank loan operations team responsible for mutual funds, ETFs, separately managed accounts, and collateralized loan obligations (CLOs) with a total assets under management of $18 billionSupported portfolio managers and traders in Chicago, New York, and London by providing middle and back office support including: trade settlement, loan administration, perfect asset swap administration, cash and principal reconciliations, CLO compliance for monthly reporting, and user acceptance testing of major upgrades to industry softwareCollaborated with agent banks and custodian/trustee banks to ensure tie out of interest, principal, and perfect asset swap payments

Oakbrook Terrace, Il

Managed international leveraged loan operations team in Chicago, London, and Budapest responsible for mutual funds, ETFs, separately managed accounts, and collateralized loan obligations (CLOs)Responsible for primary and secondary syndicated loan trade settlement, loan principal reconciliation with agents and trustees, cash reconciliations with trustees, reporting, portfolio manager support, and cash projections Experienced with tools used to manage syndicated loans, including ClearPar, TSI, Wall Street Office, Wall Street Office Data, Intralinks, Everest/ Black Mountain and Markit as well as leading loan associations, the LSTA and LMALaunched operational administration for European CLO management team Developed position and cash reconciliation process for multi-currency CLOs Led CLO warehouse opening and closing process

Oakbrook Terrace, Il

Education record

Mba, Finance

Ba, American Studies

Education record

Fall 1994

Master Of Business Administration - Mba