Stephanie Mack Email & Phone Number

Charlotte, Nc, Us

Actively monitors a real estate portfolio totaling over $480 million in commitments, providing credit risk assessment, underwriting, and documentation of commercial real estate credit exposure. Performs ongoing analysis and monitoring of an existing debt portfolio, including company and project performance, covenant compliance, annual reviews, renewals, amendments, waivers, and risk ratings. Interfaces with internal and external clients in preparation for financial analysis, documentation, and transaction closings.

Charlotte, Nc, Us

Facilitated all direct-paid property tax payments to taxing authorities for approximately 3,900 properties in 36 states (approximately $180MM annually). Prepared monthly and annual property tax forecasts based on actual payments and estimated rate adjustments for use by senior management to budget expenses. Analyzed actual state and regional property tax payments, tax rates, and assessment values to determine statistical results and relevant variances.

Paris, Fr

Promoted from Associate in Los Angeles office to Vice President in San Francisco in 2003. Supervised the Portfolio Administration team in charge of compliance requirements for account openings and deal closings. Developed and implemented new operating policies and procedures, which significantly improved department accuracy and efficiency. Assisted in the credit management of Large Corporate accounts ($500MM+ in revenues), consisting of approximately 180 customers in General Corporate, High Tech, Entertainment, Gaming, and Public Finance marketing groups. Supervised eight Associates in San Francisco and Los Angeles by monitoring deadlines, deal flow, and credit proposal quality.

Promoted from Credit Analyst to Senior Credit Analyst in Detroit, MI in 1998. Promoted to Associate Underwriter and transferred to Los Angeles in 1999. Assessed credit risk and monitored the on-going performance of a portfolio of 30 Large Corporate accounts. Made recommendations and presentations to committee to minimize bank exposure to risk.

Mba, Real Estate

Bba, Finance