Assisted Credit Product Delivery team with transaction execution of bi-lateral funding for Letters of Credit, Standby Letters of Credit and Advise Lines (committed/uncommitted). Worked in Loan IQ, Dealworks and Aurora.

Managed and closed whole-loan trades, negotiated NDAs and mortgage loan purchase and sale agreements, acquired vendor services for closing trades, facilitated internal contract management and administration. Responsible for life cycle of trades from the Offering Memorandum, through bidding, contracting, due diligence, pricing, funding and post-closing issues.• Served as lead transaction manager on “scratch-and-dent” trades.• Negotiated multiple NDAs and Mortgage Loan Purchase And Sale Agreements (MLPSA) for new CRA investors.• Developed and drafted plan to reorganize group’s transactional folders, and created standardized document and folder naming convention.

Facilitated transaction management of Seller-Servicer MSR financings. Structures included vanilla MSR pledges and advance financings, MSR syndications, ESS transactions, combination MSR and ESS transactions, certificated MSR financings and note offerings.• Acted as business lead on development of Quandis DealHub module to manage all transactions, including leading development of all application and system requirements and functionality, and architecting real time dashboards for reporting, tracking, and risk management of all deals. • Provided all business requirements and functionality to development team and reviewed and approved all UIs and deployments. • Managed all monthly and quarterly FHFA and management reporting on servicing financing activity and transfers of servicing.

Guided and managed vendor due-diligence reviews, contracts and relationships.• Functioned as the Risk Liaison for Vendor Management within the Enterprise Risk Management framework• Executed Vendor Management's 1st Risk and Control Self Assessment audit per ERM requirements• Executed high value projects within Vendor Management including new product development and key vendor incident resolutions, etc.• Managed vendor evaluation and integration of bank acquisitions.

Managed voluntary repurchase request pipeline and reviewed inbound servicing breach claims, including reviewing, decisioning, and coordinating repurchases as related to representations and warranties exposure. Reviewed 1,500-plus repurchase requests representing more than $350 million in exposure. Oversaw GSE inbound contract claim repurchase pipeline. Reviewed and advised on loan-level inbound secondary marketing pooling and delivery repurchase claims. Advised claims management on responses, strategy, repurchase approvals, and outbound referrals. Reviewed 3,000-plus claims representing more than $500 million in exposure. Acted as LOB PM on creation of workout strategies repurchase database (transactional system for closing inbound and outbound repurchase transactions, replacing decommissioned legacy Countrywide system). Named LOB PM on vendor due diligence, on-site reviews, and onboarding.• Led resolution of an OCC MRA-GSE file delivery backlog of 20,000 mortgages, cleared in eight months.• Generated nearly $1 million in savings on multi-Terabyte Storage Area Network by comparing ET&D pricing to market.

Consumer Credit Review ("CCR") team within Enterprise Credit Risk. 3rd line of defense function running exams on consumer mortgage lines of business.

Covered commercial real estate finance and builder finance group. Re-underwrote portfolio loans to validate risk rating and sponsor’s ability to meet loan guarantees. Monitored and tracked Commercial Real Estate Finance (CREF) weekly portfolio exposure. Produced monthly watch list for credit committee.

Managed 383 whole-loan transactions with notional UPB of $13.15 billion and closed 343 transactions with actual UPB of $12.4 billion. Product included conforming, non-conforming, sub-prime, HELOC, and conventional second mortgages. Oversaw life cycle of trades from post-ticket creation through contracting, final pricing and funding. Acted as single point of contact for both internal and external parties on assigned deals. Created deal documents including Trade and Purchase Confirmations, MLPSAs, Bailee Agreements, Side Letters, etc. Coordinated with credit, compliance and collateral review teams. Supervised due-diligence managers, underwriters, and collateral and property analysts. Collaborated with counterparty trading and sales desks on all due diligence matters.

Transactions: Responsible for assisting in the development and delivery of IT infrastructure consulting and transaction advisory services. Created contract financial presentations including recurring costs, fixed costs, straight cash flows, NPVs and contract calculators. Analyzed vendor quotes, vendor bids and RFQ/RFP responses. Tracked historic vendor pricing to generate trends and norms. Analyzed SLAs, MSAs, SOWs and general contract terms and conditions.Contracts: Developed and implemented contract management database project to track partnerships and integrate with accounting to track receivables. Client Engagement: Managed vendor partner relationships from bidding process commencement to project completion. Provided post completion quality of service assessment.

Private investment group with +$1 billion portfolio containing high-cube big box warehouse/distribution, general industrial, multi-family, national credit tenant anchored retail, class B office, and private equity investments. Participated in screening, deal structuring, term sheets, and portfolio management. Performed property due diligence on real estate acquisitions, per principal’s direction. Reviewed and analyzed property setups, per principal’s investment criteria. Developed and implemented qualitative due-diligence plans on private-equity deals.