• Advanced relationships with top tier collateral managers to strengthen association & generate new business leads. • Review & authorize payment instructions per priority of payment schedules outlined in governing documents. • Reviewed compliance reporting, trade testing and waterfalls. • Modeled priorities of payments excel models, to facilitate the quarterly distributions to the investors.• Processed deal closings & new deal set-ups including excel & software modeling and report & waterfall creation, also including refinancing of both US and European clients deal closings. • Represented the Structured Trust & Analytics group at national industry conferences to increase notoriety and educate investors, clients and other related parties on service offerings.• Manage a team of 7 Analysts, provided any necessary training. • Extensive work on excel application, ex: modeled complex formulated excel worksheet for compliance tests backups. • Worked on legal documents reviews on closing.• Drive daily team meetings, performance reviews and annual team goal settings

Promote and sell financial products including credit cards, CDs, IRAs and loans, and open new accounts for clients; quote rates, terms and programs for loan customer requests. Respond to customer inquiries and concerns while creating positive solutions. Recognize and refer cross-sell opportunities to build revenue. Complete daily / weekly sales reporting.Skillfully supported sales associates to build strong customer base and increase revenue related to selling banking products and services.

Skillfully identify customer needs and recommend financial products and services to increase sales and meet customer needs. Consistently sought to provide exceptional customer service with positive attitude.Successfully built lasting customer loyalty to increase business success. Established customer relationships through courtesy and friendliness, addressing each customer by name and providing friendly service.