Michael Mandelbaum Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Dallas, Tx, Us

Dallas, Tx, Us

As a Senior Production Analyst I am responsible for preparing various analyses, reports and other due diligence in connection with CBRE's FHA multifamily lending platform. I support loan originations out of CBRE's San Francisco office. I also create work templates, loan sizing models and other tools for CBRE's FHA Team. Other assorted responsibilities include:-Analyze potential loans as part of initial screening-Prepare internal loan committee packages-Prepare HUD concept meeting packages-Gather data on local, regional and national multifamily markets-Serve as a liaison with clients/borrowers, underwriting team and other transaction participants-Build excel-based loan sizing models and work templates

Oakland, California, Us

As a Senior Finance Officer in the Capital Markets Finance Department I assisted in the planning, due diligence and pricing of the University of California's systemwide debt issuances (for all 10 campuses and 5 related medical centers). I was also involved in the ongoing tracking and management of the University’s debt obligations. Using the University’s internal debt tracking system all short and long-term debt is allocated to the campuses and medical centers as well as down to their specific capital projects.Other assorted debt management related tasks included:-Initial design and ongoing management of the University’s bond investor relations website.-Review of approval items for debt financed capital projects including related financial feasibility analysis.-Coordination with University campuses and other central staff on the development of capital financing plans.-Preparation IRS compliance forms related to tax-exempt debt issuance and US Treasury tax credit subsidies.

Philadelphia, Pa, Us

•Provided long-term financial planning, debt transaction management and general financial analysis on behalf of surface transportation and transit clients. -Built and maintained Excel-based long-term financial planning models and drafted strategic financial plans. -Assisted with short and long-term debt issuances under a wide variety of debt structures. -Drafted and reviewed client debt, investment and fiscal policies.•Provided affordable housing, redevelopment and land-secured financial analysis to municipalities and nonprofits. -Created and reviewed cash flow models for multifamily housing developments and redevelopment projects. -Assisted with long-term debt issuances via negotiated sale, competitive sale or private placement. o Reviewed and evaluated housing development team funding applications when requesting public subsidies.•Lead consultant responsible for building the Excel-based model used for the debt restructuring component of the City of Vallejo’s “Plan of Adjustment” submitted to the Court as part of the bankruptcy settlement.

Philadelphia, Pa, Us

-Provided bond issuance and day-to-day general financial advisory services for assigned clients. -Sized and structured bond issues using DBC Finance municipal bond sizing software and Excel-based models.-Attended public meetings, led conference calls and coordinated working group activities.-Wrote memos summarizing and explaining financial analysis to clients and public officials.-Drafted power point presentations for rating agency meetings, public hearings and client meetings.