Sherry Hopler (Williams) Email & Phone Number

Charlotte, North Carolina, United States

Responsibilities include the structuring and underwriting of new commercial real estate loans between $2.5 million and $100 million in a manner consistent with client credit parameters, including but not limited to: commercial mortgage backed securities (CMBS), Small Business Administration (SBA), Agency, balance sheet and bridge/transitional property loans.

Remote

Responsibilities include the engagement of CRE appraisal firms by sending RFP’s for the appraisal of commercial properties in special servicing, ensure all relevant property documents are delivered, monitor deadlines, preparation of asset summary reports, and quality control of final deliverables.

Pinehurst, Nc

Office manager responsible for accounting and financial record keeping, overseeing the administrative systems / operations of the office, including staff and facilities. Accounting functions included AP, AR, PR, GL/bank reconciliations and month-end closing.

Robbins, Nc

• Provided commercial real estate underwriting analysis for multiple clients, molding each analysis to their respective policy guidelines.• Completed market research via CoStar, REIS, and STR, competitive property analysis, lease abstracting, tenant analysis, analysis of financial statements to identify recurring/non-recurring income/expenses, rent roll analysis, borrower/sponsor credit review, and appraisal, engineering, and environmental third-party report review.• Other… Show more • Provided commercial real estate underwriting analysis for multiple clients, molding each analysis to their respective policy guidelines.• Completed market research via CoStar, REIS, and STR, competitive property analysis, lease abstracting, tenant analysis, analysis of financial statements to identify recurring/non-recurring income/expenses, rent roll analysis, borrower/sponsor credit review, and appraisal, engineering, and environmental third-party report review.• Other responsibilities included cash flow modeling via Excel, preparation of final asset summary reports, underwriting analysis, including identification of deal strengths and risk factors, and coordinating workflow while training junior underwriters. Show less

Robbins, Nc

• Managed teams of 2-15 employees across five business lines o Sizing: Completed preliminary underwriting of CMBS loans based on client guidelines. o Financial Statement Analysis: Responsible for normalizing financial statements for CMBS Investor Reporting. Performed analysis to identify recurring and non-recurring income/expenses on over 100 statements daily. o Trigger Management: Created model via Excel and Access to capture the abstract of 3,000 loans for testing the NOI, NCF… Show more • Managed teams of 2-15 employees across five business lines o Sizing: Completed preliminary underwriting of CMBS loans based on client guidelines. o Financial Statement Analysis: Responsible for normalizing financial statements for CMBS Investor Reporting. Performed analysis to identify recurring and non-recurring income/expenses on over 100 statements daily. o Trigger Management: Created model via Excel and Access to capture the abstract of 3,000 loans for testing the NOI, NCF, and DSCR covenants to determine if in default. o Project Manager: Provided the technology support for five business lines, database development and retention, streamlined processes, and created templates for internal and external reporting.o B-Piece Surveillance: Performed tenant analysis, historical cash flow analysis via Excel, and reported variances to the client. Show less

Robbins, Nc

Performed financial statement analysis, site inspections, market research, lease abstracting, data tape development, and real estate tax analysis.

Robbins, Nc

• Assisted branch manager in meeting the production and performance goals of the branch• Responsibilities included processing loans, collection of past due loans/accounts, correction of loan exceptions and the auditing of tellers, general ledgers, and internal control procedures• Other responsibilities included managing customer relations, retention of confidential files, training of new associates, managing cash drawer, and updating customer profiles