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

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

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.
• 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.

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