Experience

MidCap Financial

• United States
• Financial Services
• 200 - 300 Employee

• Vice President - Loan Operations

  • Dec 2022 - Present

• Assistant Vice President - Loan Operations

  • Dec 2020 - Dec 2022

  Bethesda, Maryland • Lead team of 9 staff responsible for servicing $29.6b leveraged loans of which MidCap serves as administrative agent. This portfolio segment is the largest and most complex of MidCap’s book and accounts for 70.2% of business at the company. Since 2021, the team grew by 125% to match 65% business volume growth. • Supervise all Operations-related processes, including previewing credit agreement terms and communicating preferred language to Underwriting team; disseminating new loan bookings… Show more • Lead team of 9 staff responsible for servicing $29.6b leveraged loans of which MidCap serves as administrative agent. This portfolio segment is the largest and most complex of MidCap’s book and accounts for 70.2% of business at the company. Since 2021, the team grew by 125% to match 65% business volume growth. • Supervise all Operations-related processes, including previewing credit agreement terms and communicating preferred language to Underwriting team; disseminating new loan bookings and ongoing servicing of deal; adopting treasury management tools for team cash clearing; creating and distributing BI reports for internal and external reconciliations; and advising staff on management of borrower and syndicate lending relationships. • Regularly assess and reevaluate internal processes, mitigating manual data intervention. Customized Power Query reports to automate auditing processes, reducing time of completion by 10 hours per report. Systemize maintenance of data by generating and distributing exception reports for use by staff on daily basis. Delegate the approval of complex deal transactions (both domestic and foreign) to senior members for posting in servicing system. • Liaise with interdepartmental senior management to review procedures and propose solutions to ongoing obstacles • Spearhead the creation of Invoice Automation System, an application which utilizes real-time reports and SharePoint to file, rename, and send over 2,000 PDF invoices on daily basis. Expedite invoice distribution process, reducing individual staff completion time by 40 hours monthly. • Integrate technology with business, emphasizing communication and efficiency in daily workflow. • Institute transferable Outlook profiles which optimize rules, quicksteps, and macros; profile standardized team inboxes and organized +1,000 emails received on daily basis. • Implement specialized Teams channels for intradepartmental communications, decreasing email traffic by 966 emails in 3 months.

• Associate - Loan Operations

  • Jan 2020 - Dec 2020

  Bethesda, Maryland, United States • Served as primary administer for assigned portfolio of leveraged loans ($5.8b) and sole administrator for company’s European portfolio comprised of USD, EUR, GBP, and CAD loans. • Managed Structured Finance portfolio operations independently. Escalation point of contact for Managing Director and Vice President of Portfolio Management. • Oversaw daily servicing of MidCap’s only securitization ($132mm); used system test environment to experiment with accrual methods to eliminate… Show more • Served as primary administer for assigned portfolio of leveraged loans ($5.8b) and sole administrator for company’s European portfolio comprised of USD, EUR, GBP, and CAD loans. • Managed Structured Finance portfolio operations independently. Escalation point of contact for Managing Director and Vice President of Portfolio Management. • Oversaw daily servicing of MidCap’s only securitization ($132mm); used system test environment to experiment with accrual methods to eliminate dependency on manual calculations. • Reviewed and approved work of team members; provided guidance on new deal bookings, amendments, transfers, and payoff quotes. • Referenced legal documents to ensure accurate accounting of deal requirements. • Trained others on commitment and loan types, servicing mechanics, navigating legal documents, and utilizing commercial loan servicing systems (ACBS). • Monitored and maintained automated notification system (PQM), as well as invoice splitter and invoice sender Macros. Escalated to IT and system vendors as needed.

• Analyst - Loan Operations

  • Aug 2018 - Jan 2020

  Bethesda, Maryland • Administered portfolio of $2.8b in leveraged loans. Responsible for all aspects of loan servicing for agented by Midcap including cash transfers and investor discussions. • Administered portfolio of $320mm in structured finance loans; reviewed borrowing bases for daily draws, processed lockbox collections and finalized amendments. • Transitioned to team lead, providing oversight of entire $1.9b portfolio; trained and reviewed work of four team members. • Managed monthly remittance… Show more • Administered portfolio of $2.8b in leveraged loans. Responsible for all aspects of loan servicing for agented by Midcap including cash transfers and investor discussions. • Administered portfolio of $320mm in structured finance loans; reviewed borrowing bases for daily draws, processed lockbox collections and finalized amendments. • Transitioned to team lead, providing oversight of entire $1.9b portfolio; trained and reviewed work of four team members. • Managed monthly remittance reconciliations and reporting with collateral managers. Extracted remittance data, reconciled transactions against accruals, compiled remittance packages and set up wires in SunTrust OTM portal. • Primary point of contact for variance commentary and discrepancy resolution.

• Consultant - Loan Operations

  • Jul 2018 - Aug 2018

  Bethesda, Maryland, United States • Administered portfolio of Asset Based Loans. Processed daily lockbox exceptions, executed daily borrowings (averaging $30MM per day), reconciled loan balances against borrower’s pledge collateral, set up manual wires in Wells Fargo CEO portal. • Reviewed monthly borrower invoices, processing subsequent increases to revolving loan balance to satisfy amount due. • Created and distributed bi-weekly settlement statements to syndicate lenders.



NewDay USA

• Financial Services
• 300 - 400 Employee

• Loan Officer

  • Feb 2018 - Jul 2018

  • Obtained National and State Licensures as Mortgage Loan Originator by studying federal mortgage laws including RESPA, ECOA, TILA. Became well-versed in the regulatory authorities such as CFPB & HUD. • Gained knowledge in mortgage programs & GSEs’ role in secondary market. • Compared financials of 250 loan applicants against underwriting guidelines; monitored debt-to-income ratios of prospective & active borrowers.



One Thousand Schools

• Honduras
• Non-profit Organizations
• 1 - 100 Employee

• Marketing Coordinator

  • Jan 2016 - Dec 2017

  University of South Carolina Students Helping Honduras (SHH) is an organization dedicated to alleviating the extreme violence and poverty in Honduras through education and youth empowerment. As the chapter Marketing Chair of SHH at the University of South Carolina, my objective was to raise community awareness of our organization and ultimately increase the amount of donations made to SHH. I addressed my objectives in a variety of ways, which included: Designing a t-shirt for the members of our chapter to… Show more Students Helping Honduras (SHH) is an organization dedicated to alleviating the extreme violence and poverty in Honduras through education and youth empowerment. As the chapter Marketing Chair of SHH at the University of South Carolina, my objective was to raise community awareness of our organization and ultimately increase the amount of donations made to SHH. I addressed my objectives in a variety of ways, which included: Designing a t-shirt for the members of our chapter to sell on campus, which raised a total of $1,000 to aid in the construction and completion of the school Los Castanos. Articulating weekly chapter updates to post on various social media platforms, reaching 700 members. Created an advertising campaign for our $1,000 in a day Fundraiser. Show less