Experience

Grandbridge Real Estate Capital

• United States
• Capital Markets
• 100 - 200 Employee

• AVP, Investor Reporting Manager

  • Mar 2012 - Present

  Responsible for developing, managing and refining the daily functions of the investor reporting department, including monthly reporting, remittances, account reviews, and development of staff.- Compile quantitative data that is submitted to management for inclusion in Monthly reporting to Senior Management and Board of Directors.- Coach and train analysts to ensure excellent client service and operational compliance are provided at all times.- Assist and communicate with internal and external parties, including auditors, lenders, and servicing personnel. Show less

• Investor Reporting Analyst III

  • Sep 2004 - Mar 2012

  Responsible for monthly and quarterly reporting, remittance, and bank account administration.- Facilitated the accurate and efficient reporting and remittance of approximately $300M monthly for Agency, Life & Trust portfolio's.- Researched discrepancies and requested or processed corrections to system as needed to resolve reconciling issues for operating, borrower and investor bank accounts.- Managed bank account administration and assisted with operational account reviews.- Completed quarterly and annual lender certifications, new loan boarding and auditing, and UCC administration. Show less



BB&T Leasing

• Charlotte, North Carolina Area

• Small Business Analyst

  • Jul 2003 - Sep 2004

  - Evaluated credit report and exposure, collateral, deposit history, and structure to obtain a credit score in a timely manner. - Examined data and documentation to ensure accuracy and compliance with underwriting guidelines. - Communicated with account executives and assisted with development of processes for continual improvement and transaction efficiency. - Evaluated credit report and exposure, collateral, deposit history, and structure to obtain a credit score in a timely manner. - Examined data and documentation to ensure accuracy and compliance with underwriting guidelines. - Communicated with account executives and assisted with development of processes for continual improvement and transaction efficiency.



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Business Services Assistant

  • Sep 2000 - Jul 2003

  - Initiated credit renewal process by reviewing and analyzing data and completing financial spreading.- Prepared loan documentation with accuracy and decreased exceptions by 78% in eight months.- Assisted with collection activities and invoices.- Developed training manual for new associates.

• Relationship Banker

  • Nov 1999 - Sep 2000

  - Developed new and managed existing client relationships though servicing and problem resolution.- Maintained comprehensive knowledge and understanding of products and services.- Supported team sales by identifying needs and referring to the appropriate product or service.