Michael Arida, Clfp Email & Phone Number

Northbrook, IL

Northbrook, IL

Northbrook, IL

Chicago, IL

• Provided clients with market and economic advice regarding residential, investment, and commercial property
• Facilitated with numerous real estate agents, mortgage brokers, legal teams, and inspectors to quickly close real estate transactions, while negotiating for clients and keeping their interests first
• Compiled legal documents including Exclusive Buyer, Exclusive Right to Sell, and Purchase and Sale Contracts

Chicago, IL

• Booked and processed Cash Flow and Asset Based syndicated loans from GE’s Structured Lending businesses. Ensured strict adherence to Standard Operating Procedures (SOPs) unique to each business Analyzed legal.
• Implemented many modules within the software which support the lending process, from building the deal through servicing, trading, amending, and refinancing
• Followed up with Account Managers, confirming credit agreement details, fees to be collected, and wire model data

Chicago, IL

• Completed credit reviews on clients with credit lines in excess of $35MM; assessed performance, trends, key metrics, ratios, and current or potential issues and presented appropriate recommendations to management
• Managed approval, activation, and decision making authority on clients with credit lines up to $1MM
• Analyzed financial reports, historical operational performance, and market intelligence to formulate credit decisions
• Directed the creation of credit documents, covenants, and credit conditions for clients within assigned portfolio
• Facilitated negotiations between the Sales, Portfolio, Legal, and Underwriting teams to resolve credit requests
• Analyzed delinquencies, loss exposure, and performance of products and programs

Hoffman Estates, IL

• Completed financial and compliance audits across the US and Canada for existing and prospective clients, with a focus to review and audit financial records; analyzed audit findings and made timely recommendations to.
• Audited and monitored the client’s internal processes to ensure compliance with the approved finance program
• Performed physical audit of the clients inventory, reconciled with GE’s records, and accessed condition of the inventory, identifying any flaws or irregularities
• Ensured accurate and timely responses to client inquiries, questions, documentation issues, and potential growth opportunities

Northbrook, IL

• Booked and processed lease and equipment finance agreements,
• Assisted in submitting lease agreements to funding sources for review and discounting of receivables
• Prepared complex daily/monthly/yearly account reconciliations using Microsoft Excel and Access
• Reconciled numerous reports between accounting software and general ledger, investigated and corrected discrepancies
• Processed personal property tax assessments and returns for equipment leased to customers
• Compiled bimonthly portfolio reports and aging reports for credit manager and VP of operations

Master'S Degree, Accounting

Bachelor'S Degree, Accounting