Partner to a small family-owned multifamily portfolio, where I am responsible for collecting and depositing monthly rents from tenants; paying vendors as necessary; performing maintenance; performing monthly accounting and bank reconciliations for property; and commencing and managing tenant searches, move-ins and move-outs. I am also responsible for creating budgets and project managing unit renovations, seismic retrofits, and the installation of a solar array.

• Responsible for originating nearly $12.7 billion in capital for our clients in over 170 distinct transactions with an average financing of $74.2 million. Capital solutions include bridge debt, permanent debt, agency debt, common equity, preferred equity, mezzanine debt, construction debt, and C-PACE financing.• Create, maintain, and sensitize cash flow models to assist our clients in meeting their financing needs in highly complex debt and equity transactions for office, retail, industrial, life science, multifamily, and land property types.• Generate external marketing materials and presentations to create capital solutions for our clients that meet the financial needs required by their respective business plans.• Guide our clients through the loan closing process by providing market insight on financial covenants and business items to help in the negotiation of term sheets, loan documents, and managing the third-party vendors.• Responsible for rebuilding and improving the team’s underwriting models to incorporate more accurate DSCR calculations based upon different interest calculation methodologies.• Supervise, train, and mentor the junior analysts.

• Originated $20.0 million in crowd-sourced equity for 7 transactions with an average IRR of 15.6% and an average annual Cash-on-Cash Yield of 7.9%.• Underwrite Commercial Real Estate Equity transactions to ensure the proposed equity structure meets internal guidelines and minimum IRR and NPV thresholds by validating the production team's rent, vacancy, and market assumptions through cash flow analyses, market research, and Argus runs.• Create and maintain credit committee memorandums and presentations in relation to proposed transactions.• Perform in-depth local, regional, and national market and demographic research for all potential equity transactions.

• Originations of $184.4 million dollars in fixed-rate, long term permanent debt across 16 deals with an average loan size of $11.525 million.• Create and maintain credit committee memorandums and presentations in relation to all proposed transactions, including white papers for markets when John Hancock did not have current loans.• Perform in-depth local, regional, and national market and demographic research for all potential loans and for annual post-closing loan re-rating.• Read and analyze all lease documents in a given transaction and create lease abstracts to assist in the evaluation of the default risk posed by a given property’s tenants.• Facilitate the loan closing process by guiding the borrower through the due diligence process including collecting documents, ordering third party reports, and performing site visits.

Responsibilities included: underwriting and pro forma creation based upon applicant’s financials; making adjustments to find a loan to value that maximized proceeds for our clients; utilizing CoStar and ESRI to examine comparable properties, and conduct market & demographic analysis; writing loan packages for our lenders that provided a detailed look at the proposed deal; and assisting our clients through the loan approval and closing process.

Consulted for restaurant reservation concierge start-up.

Maintaining 1099 forms and performing bank reconciliations for small business clients. Compilation of data for individual income tax return preparation. Adept with Accupay and Quicken.

Performed MBA summer internship at Wells Fargo, responsibilities included: analyzing loan metrics in Excel, based upon applicant’s data; making adjustments to find a loan value that conformed to RECM division loan standards; utilizing CoStar and REIS to examine comparable properties and conduct market analysis; writing Deal-At-a-Glance (DAG) reports that provided a detailed look at the proposed deal; and attending meetings with team Credit manager to discuss the merits of proposed deals.

Redesigned inventory tracking system for more effective perishable food management, including analyzing operational trends, forecasting supply needs and creating logistics for efficient and timely receipt of goods, resulting in negligible waste and spoilage.Managed revenue streams for multiple outlets including drafting daily financial documents, overseeing chain of custody safeguards, reconciling receipts for all locations, and managing gratuities.

Conducted robust operational analysis for managing corporate margins, including analyzing revenues relationships to labor trends, supplies and times of day, reconfiguring workforce utilization strategies, and assessing and monitoring benchmarks, resulting in approximately a 10% reduction in overhead costs.Spearheaded logistics system for managing all aspects of secondary outlet location, including conducting market analysis, purchasing all necessary food & supplies, planning weekly menus, managing 20 employees, coordinating vendors, creating benchmarks, and monitoring timelines; resulting in over $200,000 in annual revenue.Managed comprehensive wine program of over 120 products, including conducting market analysis, negotiating prices, managing inventory, leading wine education for line staff, and coordinating wine maker dinners, resulting in decreasing costs to 5% under the organizational goal.Responsible for all employee relations for over 70 staff members, including hiring staff members, coordinating scheduling, instituting discipline, conducting employee on-boarding, overseeing training curriculum and conducting employee evaluations.

Responsible for scheduling, quality control, training, and running hotel's wine program.

Responsible for scheduling and training all food and beverage employees, ran hotel's wine program.