Robert Hoffman Email & Phone Number

Monitor, report, and track LISC's loan portfolio, including managing work-outs.Risk Rate assets and prepare portfolio performance reports for committee.Monitor disbursements on Lines-of Credit and Pre-Development.Communicate with Borrowers pending maturity dates, late payments, and other loan covenants.Prepare post-closing amendments and write off memos.

Irvine, CA

• Support asset managers for low-income housing tax credit apartment properties.
• Review and input year-end audited financials, annual budgets, and perform monthly and quarterly variance analysis.
• Gather documentation and prepare capital contributions as outlined in respective partnership agreements.
• Calculate lower-tier partnership waterfall distributions.
• Document executive meetings for Structured Asset Group Committee, pertaining to troubled or work out properties.
• Train interns and new financial analysts.

Irvine, CA

• Provided support to commercial real estate and business lending loan officers.
• Underwriting, financial analysis, summarizing borrower and industry information for loan committee approvals.

• Studied financial analysis, accounting, and investments for personal learning.

• Worked in corporate trusts, specifically escrow, helping maintain M&A and muni-finance deals.

Irvine

• Aided financial advisors and investors with mutual fund accounts.
• Provided education regarding American Funds' investment services and industry policies.

• Provided sales analysis in monthly and quarterly reports for management.
• Created sales presentations for client meetings.

Biola University, La Mirada

• Budgeted $90K, co-managed a staff of 25, and accounting.
• Worked with university accounting department for cash advancements, purchase orders, and reimbursements.

San Diego

• Aided in the leasing process for a 92 unit low-income housing apartment complex.