Robert O'Brien Email & Phone Number

New York, New York, United States

• Analyzed appraisals, legal documents, and financial statements to ensure compliance with Freddie Mac guidelines and mitigate risk. Facilitated effective communication between teams, stakeholders and Freddie Mac.
• Reviewed loan assumptions, property transfers, easements, lease reviews, etc. for 5-10 assets per month on behalf of Freddie Mac, achieving a 98% approval rate. Analyzed various asset types including CMBS and LIHTC.
• Utilized advanced Excel skills to create Operating Statement Analysis Reports for assets within a CRE CLO pool for major financial institutions. Created pro forma and DCF Valuation models, while calculating metrics.
• Generated comprehensive Asset Summary Reports through market research and analysis of occupancy trends, property types, market dynamics, etc. Proficiently leveraged Tableau, Sharepoint, Bridger LexisNexis, and.

Atlanta, Georgia, United States

• Created underwriting documents for 30+ affordable housing projects and applied market research prowess to guide 15 member institutions through CRA exams.
• Conducted market research and data analysis for 8 areas in the bank’s district using demographic surveys, US census data, and housing metrics for the annual Targeted Community Lending Plan, enhancing affordable housing.
• Performed complex data visualization, utilizing charts, graphs, and advanced Excel functions (Pivot tables, XLookup, Index Match, etc.) to convey insights from large datasets. Proficiently handled extensive census data.

Atlanta, Georgia, United States

• Researched and implemented CIT, CLT, and CDFI models to optimize FCS’s 50+ properties within South Atlanta.
• Developed intricate financial models using Excel to project loan payments throughout the entire lifecycle, meticulously assessing multiple interest payment options.

Atlanta

• Coordinated various administrative tasks for the Department of Nephrology, working with a team of six others
• Recorded medical equipment purchases and shipments using financial software (Emory Express) and Excel spreadsheets
• Publicized for the Emory Nephology Fellowship Program; and coordinate/execute other events, such as faculty lectures by creating brochures and newsletters