Oversee a roughly $1.7B national portfolio of permanent, bridge, and construction loans on all major product types. Assist with debt production, closing, servicing, and client reporting.

Originated, underwrote, and closed investments in existing properties and development joint ventures. Asset managed a $1.4B+ portfolio of lab, office, industrial, retail, and multifamily projects located in Northern California, Arizona, and the Midwest with operational, leasing, financing, and disposition responsibilities.

Reviewed operating statements, leases, and tax returns and helped prepare loan requests on behalf of retail and multi-family property owners and investors. Executed a direct marketing campaign to attract new business.

Analyzed client financials and rent rolls and drafted annual credit review memos. Reviewed developer proformas and performed feasibility and loan sizing analysis. Verified net worth of potential clients for initial credit review narratives. Researched real estate metrics for use in the annual review of the region’s $200MM loan portfolio.

Developed a go-to-market strategy based on comprehensive primary and secondary research for a local brokerage team looking to provide real estate and transition planning services to the assisted living market.

Managed construction of multi-family, mixed-use, and higher education projects with contract values ranging from $44M to $203M. Covered all aspects of the construction process including development of preliminary cost estimates, procurement of trade packages, design coordination, change management, field oversight, quality control, and closeout.Projects:- CCSF Chinatown/North Beach Campus (14 story and 4 story higher education)- One Rincon Hill (60 story residential- 390 units)- Arterra (16 story residential- 268 units)- The Hayes (8 story residential- 128 units)

Implemented a new program to inventory, track, and distribute damaged electrical and mechanical components needed for the production of ultrasonic wire bonding machines. Ran tests on power supplies and integrated circuit boards. Used a Zeiss Coordinate Measuring Machine (CMM) to check specification conformance of integral mechanical parts.

Performed due diligence investigations, market research and zoning analysis in connection with prospective land acquisitions. Researched public funding programs available for the remediation of contaminated properties.

Compiled and analyzed quarterly results of various investments to assist with the development of client recommendations. Researched market activities related to recent rounds of financing and mergers and acquisitions and provided daily summaries to the advisors.

Reviewed lease agreements and itemized landlord responsibilities to ensure compliance with contractual obligations. Inventoried existing due diligence and retrieved missing documentation from consulting firms.