Patrick Pollock Email & Phone Number

Brockton, MA, US

Boston, Massachusetts, US

• Formed and led a reporting center for investor positions on a $6BN loan portfolio. Managed a team of 3 employees & 3 offshore resources while partnering with commercial team to enhance GE Capital’s value proposition as.
• Recognized for commercial expertise, execution and dedication during time of uncertainty in support of the broader GE Capital portfolio sale process.
• Compiled several views of historical data to support business development team with the due diligence process under extremely short deadlines.
• Implemented simpler and automated repeatable daily/monthly/quarterly processes, thus eliminated opportunity for error and improved accuracy of reporting.
• Expanded depth of financial reporting to improve customer ratings, as programs were key to the businesses overall growth strategy.

• Manage the internal review of the monthly and quarterly financial and management reporting packs, review of account reconciliations metrics, coordination of REM Reconciliation and SOX compliance.
• Managed GL account mapping project to facilitate greater transparency, reduce cycle time and the amount of manual journal entries
• Streamlined process and led evaluation of FAS157 model for CLO instruments totaling $325mm
• Developed more granular level of reporting capabilities in response to Dodd-Frank impact

Norwalk, CT, US

• Responsible for monthly/quarterly closing process; summary and analysis of balance sheet including variance analyses (cash flow, revenue fluctuations, etc.).
• Put in place several key controllership metrics within operations dashboards.
• Through key findings and revised analysis files, the business realized $4mm of income, while other platforms benefited from $3mm.

Norwalk, CT, US

• Ensure financial accuracy of GL while interfacing with other functional areas including accounting, risk, operations, etc. on issues related to deal write offs, terminations, restructuring, amendments, etc..
• Managed the purchase price accounting for portfolio acquisitions totaling 1.2BN
• Developed FAS91 syndication model template which simplified the preparation and review process, representing annual pretax revenue of $75mm.

Norwalk, CT, US

• Own set-up for customer/deal related information including: documentation and communication of commercial loan initial funding, amendments, restructurings, acquisitions/sales and terminations per credit agreements.
• Minimized organizational risk by leveraging operational controls, identifying suspicious/inconsistent activity, notifying appropriate parties and taking appropriate action.
• Developed operational procedures, policies and key controls to improve data integrity and historical accuracy.

Norwalk, CT, US

• As part of the Risk Portfolio Operations team, manage and service independently a portfolio of accounts. Handle client’s day to day borrowing needs while processing loan activities per credit agreement requirements.
• Led the design and development of customer statements, which went a long way in improving customer ratings
• Recognized for exemplary management of all accounts by providing timely, accurate and complete reconciliation (e.g. credit limits, contractual pricing, accruals, borrowing bases)