Monica Martinez
Senior Account Executive at KeyBank National Association- Claim this Profile
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Spanish Native or bilingual proficiency
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English Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
Credentials
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Business Specialization Certificate
Front Range Community CollegeMay, 2017- Oct, 2024
Experience
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KeyBank National Association
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United States
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Banking
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1 - 100 Employee
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Senior Account Executive
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Aug 2020 - Present
• Provide support to SFL Originations Team in coordinating and managing all on-going including (but not limited to): o Review and analyze servicer reports; o Facilitate the periodic settlement of principal, interest, and fees with client and investors; o Assist the SFL Originations Team in preparing loan facility renewals; amendments & waivers; periodic audits; requests for increases in facility exposures; and other tasks assigned by the SFL Originations Manager. o Prepare; analyze and distribute periodic department reports as necessary. • Assist in a variety of pre- and post- closing due diligence tasks relating to new and existing finance facilities. • Collaborate with various departments and personnel to accurately and timely complete all account administrative activities for both new and existing finance/loan facilities. • Assist in the periodic review of servicer reports; investor settlement reports; financial statements and reports; and borrowing base reports to insure timely adherence with the facility requirements and covenant compliance. Provide written analysis outlining any trends or areas of potential operational and/or credit risk. • Attend periodic meetings with prospective and existing clients, as requested by management. • Complete any other tasks relating to the ongoing administration of the SFL portfolio, as requested by management. Show less
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KeyBank Commercial
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Financial Services
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700 & Above Employee
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Intern - Specialty Finance Lending
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May 2019 - Aug 2020
Duties include but are not limited to: - Process payment extensions requests during COVID-19 pandemic for clients. - Keep track and understand discussion regarding prospective new clients. - Creating logs for various documents; UCC, Waivers, Amendments, etc. - Complete audit letters and send back auditors. - Identifying important parties in contracts and discussing with Lead Analysts. - Create monthly reports for; settlement dates, facilities with upcoming payouts, transactions with fast approaching UCC expires, etc. - Creating new and updating existing policies and procedures to reflect current processes for the SFL team. - Use of software databases such as Loan IQ, Hogan, ASPIRE, ExpressLink, SalesForce, DebtDomain, IBM Lotus Notes, and SharePoint. Show less
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Cultural Events Board
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University of Colorado - Boulder
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Executive Secretary
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Dec 2018 - Apr 2020
The Cultural Events Board members responsibilities include but are not limited to: - Administering funds to smaller organizations and regulating their performances; - Constantly holding spending meetings with the organizations that are asking for funding, - Executing budget approvals, - Monitoring monetary use of the organizations to ensure that they are respecting and abiding by our regulations. Duties that specifically pertain to me: - Monitoring our budget as a whole, - Keeping record of our expenses and meeting discussions, - Staying knowledgeable about the history and spending use of the Board. Show less
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National Honors Society of Leadership and Success
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United States
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Member
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Aug 2016 - Apr 2020
This is a membership that acknowledged the following is true: - Academic Success - Leadership Training Certificate was obtained. - Strategized plans to achieve goals using action steps focusing on time management and critical thinking. - Responsible for attending three Success Networking Meetings. This is a membership that acknowledged the following is true: - Academic Success - Leadership Training Certificate was obtained. - Strategized plans to achieve goals using action steps focusing on time management and critical thinking. - Responsible for attending three Success Networking Meetings.
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University of Colorado Boulder
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United States
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Higher Education
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700 & Above Employee
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Accounting Assistant
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Feb 2018 - Dec 2019
I was employed with the University of Colorado as an Accounting Assistant for the Office of Student Organizations ( Center for Student Involvement). In this role: - Learned the University polices for the funding process for student organizations. - Process reimbursements and transactions, reconciliation, and executing spending meetings. - Used platforms such as Excel, Concur, Kronos, PeopleSoft. - Work with BuffConnect Student organization platform using numerical/Excel data entry in order to check spread sheets and reconcile invoices while identifying discrepancies for university expenses. - Approved payment and budget requests; assisted with the relocation of unused funds from organizations to funding boards. - Basic bookkeeping such as creating and updating expense reports. - Administrative duties such as typing emails, filing, and making phone calls regarding refund checks and important financial notifications concerning travel, event, and operational activities budget accounts. - Participate in/ assist with office wide events and initiatives. Show less
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Front Range Community College
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United States
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Higher Education
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700 & Above Employee
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Front Desk Associate
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Oct 2015 - Aug 2017
- Assisted prospective students in enrollment in the institution through phone, email, and in person encounters.- Recruited potential students and student ambassadors through traveling to off-campus as well as being involved in on-campus events. - Skills acquired during time in this occupation: time management, competence, efficiency, computer knowledgeable, customer service, teamwork skills, and multi-tasking.
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Student Ambassador
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Jan 2016 - May 2017
- Participated in student panels at high schools, new student orientations, and school visits.- Conducted tours of the school for prospective students and their families, groups of students from various high schools who were visiting the campus and also new members to the student ambassador committee.- Assisted in organizing events to recruit new student ambassadors such as creating a booth in the lobby for prospective students to approach and ask questions.- Assisted the team in organizing events to help students cope with the stress of midterms and finals. Show less
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Latino Excellence Achievement Development Series
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United States
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Board Member
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Aug 2016 - May 2017
- Presentations consisted of why LEADS should be continued to be funded at Front Range Community College and the positive impacts it could have on the students, this resulted in me presenting to committees such as the Colorado Community College System Foundation Board, Front Range Community College Foundation Board, and the LEADS Foundation Board. - Served as ambassador for Latino Leadership in the community and in the institution. - Presentations consisted of why LEADS should be continued to be funded at Front Range Community College and the positive impacts it could have on the students, this resulted in me presenting to committees such as the Colorado Community College System Foundation Board, Front Range Community College Foundation Board, and the LEADS Foundation Board. - Served as ambassador for Latino Leadership in the community and in the institution.
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Education
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2017 - 2020
University of Colorado Boulder - Leeds School of Business
Bachelor of Business Administration - BBA, Accounting and Finance -
2015 - 2017
Front Range Community College
Associate of Arts - AA, Business, Management, Marketing, and Related Support Services
Community
