Thai L. Email & Phone Number

Irvine, California, United States

● Analyze real estate collateral data including financial statements and write comprehensive watchlist comments on Commercial Real Estate associated with CMBS and Agency loans● This will also include doing market research based on the type of asset and its location and communicating with borrowers for additional information and/or updates● Assist in the management of the work process to ensure Watchlist are prepared and delivered within the prescribed timeframe for each deal assigned; as necessary, review and approve Watchlist● Coordinate and participate in responses to inquiries from investors, rating agencies, and clients, as necessary● Work with Portfolio Managers to address significant issues identified during the review of monthly surveillance reports for pool, loan, and collateral performance● Participate in a lead role in periodic conference calls/meetings with other deal participants; coordinate timing, attendance, and structure of investor calls● Proactively evaluate and report the impact of significant events (natural disasters, significant borrower/tenant bankruptcies) on pool performance to investors, rating agencies, and clients● Communicate with internal Servicing staff to collect and analyze data and information requested by rating agencies, investors and subscribers to ensure information is provided in a timely, accurate manner; prepare customized reporting for both internal and external clients● Coordinate with all Special Servicers to ensure proper reporting of current status of specially-serviced assets• Participate in the preparation of annual portfolio reviews to monitor pool, loan, and collateral performance trends

Santa Ana, California, United States

● Performed financial analyses and delivered all-encompassing clerical support to Underwriters and Portfolio Managers● Aided in preparing and reviewing a diverse array of documents for real estate, commercial and construction loans● Established and coordinated nCino system migration data from CASH, examining rent rolls and historical operating statements● Offered insights pertinent to financial statements, tax returns and other reports from borrowers/guarantors● Ensured alignment of covenant definitions in nCino with the requirements in the Loan Agreement post-loan booking● Circled back on missing financial data, addressed deferred maintenance issues and handled covenant violations● Also gathered delinquent loan payments and monitored delinquent property taxes, as well as insurance coverage lapses● Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.● Generate financial ratios, using computer programs, to evaluate customers' financial status.● Install and perform minor repairs to computers and peripheral equipment● Set up equipment for weekly meetings with the department● Provide excellent customer service by responding promptly to users/clients inquiries, addressing concerns● Configure and troubleshoot various peripherals such as printers, scanners, external drives, and other devices.● Provide tier 1 customer service support by responding promptly to users/clients inquiries, addressing concerns● Worked with Windows 9, 10 and Microsoft Teams● Collaborated with team members for documentation migration to salesforce platform● Collaborate with the IT management team to identify areas for process improvement, contributing to the enhancement of overall IT support services

Santa Ana, California, United States

● Prepared quarterly, semi-annual and annual reviews, proactively communicating with existing clients to offer timely and accurate financial data for use in loan monitoring and credit file updates● Also handled conducting follow-ups with borrowers to collect missing financials, tracking received financial documents and accurately labeling financials● Collaborated with Managers to develop fiscal tracking and periodic review/reporting processes● Verified and monitored loan covenants via periodic reviews, loan documentation and bridge loan reports● Finalized risk rating changes and tracked annual site inspections, performance dates and deferred maintenance● Played a key role in establishing financial requirements and other loan covenant ticklers on the bank-wide covenant/tickler tracking system; also crucial to creating monthly tickler reports in CASH

Pasadena, California, United States

● Supervised the prompt, precise updating of status data using relevant tracking systems, along with FIS and CASH tools● Troubleshoot and resolve network connectivity problems, including issues with wired and wireless connections.● Facilitated clear communication between the Operations Department and other business units to keep documents precise● Provide assistance to remote users through remote desktop tools, addressing issues and providing solutions remotely.● Ensure that operating systems and software are up to date by applying patches and updates to improve security and performance.

Pasadena, Ca

● Closely examined data and generated reports to achieve both short- and long-term operational objectives● Optimized operational workflows to enhance efficiency, create balanced workloads and achieve cost control● Furnished operational support e.g. data entry, processing, investigation and clerical tasks, leveraging FIS and CASH systems

Pasaenda, Ca

● Facilitated clear and timely written and oral communications to keep operations running smoothly● Managed office supply procurement; also generated and oversaw unit purchase requisitions and vendor invoices● Orchestrated department scheduling, ensuring a conflict-free calendar; also organized and led events and collaborative activities

Greater Los Angeles Area

● Organized and processed hundreds of sales orders and invoices daily using various programs (Excel, Google spreadsheet, Microsoft Office Suite). Used logic skills while multi-tasking and toggling between multiple systems and efficiently communicating resolutions.● Worked with a diverse customer base: adapted and responded to different cultures and provided excellent service standards and maintained high customer satisfaction.● Responded to all inquiries from customers via different technical mediums (multi-line phones, fax, and email). Work with a diverse customer base: adapt and respond to different.

Cerritos

● Manage hundreds of email inquiries a day and successfully resolve issues with manufacturers and customers. Mediate conflict with customers from escalating daily.● Build sustainable relationships of trust through open and interactive communication.● Offer client solutions to complex issues by answering calls in a contact center environment.● Manage entire sales operation which includes scheduling and closing of purchase orders.● Support multiple projects within departments providing adequacy and attention to detail of materials of daily operations.● Collaborate with teams, departments, and managers to enhance the design, usability, content, and conversion points of website and web properties.● Provide website evaluations and marketing proposals to attract new business.● Answered high call volumes, and email inquiries and resolved issues with manufacturers and customers.● Consult with customers to evaluate needs and determine the best options.● Oversee team-building exercises to improve morale and performance goals.● Oversee all incoming and outgoing shipments corresponding with packing slips and inventory control.● Recommend ways to improve processes and procedures for management.

Santa Ana, California

● Provided direct support to clients and employees of all levels● Created invoices and processed payments of sales orders● Coordinated domestic and international outbound shipments● Performed office duties such as filing, bookkeeping, data entry, transferring data one to another● Reviewed daily sales journal and prepare monthly/quarterly/yearly reports● Dealt with multiple third party websites and platforms