Experience

Real Estate Investor

• Real Estate
• 300 - 400 Employee

• Real Estate Investor

  • Jan 2006 - Present

  Real estate investor focusing on properties primarily in Clay County, Missouri. Invest in foreclsoures, REO, distressed properties and tax liens. Experience includes real estate acquisitions, renovations, landlord/property management, tax valuation appeals as well as property dispositions. Licensed real estate agent. Real estate investor focusing on properties primarily in Clay County, Missouri. Invest in foreclsoures, REO, distressed properties and tax liens. Experience includes real estate acquisitions, renovations, landlord/property management, tax valuation appeals as well as property dispositions. Licensed real estate agent.



KeyBank

• United States
• Banking
• 700 & Above Employee

• Manager, Audit System Maintenance

  • Mar 2011 - Sep 2016

  Manage staff and maintain oversight of daily operations, coordinate projects, staff development, and implement policies and procedures. Continuously drive process improvement focus to ensure effectiveness, efficiency and productivity. Identify and propose projects to enhance operating quality, efficiency and service delivery. Ensure corporate and compliance requirements are met as needed, including internal and external audits. Monitor and measure projects to ensure that adherence to compliance requirements and critical risk areas are addressed. Continuously ensure that performance and risk standards are being appropriately managed and take corrective actions or make recommendations as needed. Make hiring decisions and complete performance evaluations. Interact with other departments within the organization to facilitate timely resolution of real estate strategies, issues, and challenges. Concentrated focus on Commercial ARM loans and complex servicing requirements. Experienced with CMBS, Agency, FDIC, SBA and Interim servicing standards. Show less

• Audit System Maintenance Analyst

  • Aug 2007 - Mar 2011

  Audited ARM loans to verify compliance with loan documents; analyzed discrepancies, financial impact and resolution. Managed loans that required manual servicing. Performed financial calculations and system adjustments for loans that had been modified or assumed. Trained and oversaw work product for team members. Analyzed manual processes and identified methods for automation. Assisted with large conversions and served as technical advisor to various groups.

• Account Manager

  • Jun 2003 - Aug 2007

  Serviced CMBS portfolios, including monitoring overall asset performance, administering reserve, tax escrow and insurance escrow accounts. Performed intensive loan monitoring for assets not complying with contractual servicing standards. Calculated yield maintenance and related prepayment terms in conjunction with loan payoffs. Interacted with legal counsel, borrowers, special servicing, trustees, and investor reporting. Maintained cohesive documentation on all loan issues.



Midland Loan Services

• Financial Services
• 200 - 300 Employee

• Assistant Vice President

  • Jan 2000 - Jun 2003

  Managed group by maintaining financial integrity of servicing portfolios; ensuring servicing conformed to loan documents. Oversaw daily operations, coordinated special projects, developed and trained the staff, and implemented policies and procedures.

• Senior ARM/Accrual Analyst

  • May 1999 - Jan 2000

  Assisted group manager in maintaining the financial integrity of fixed and adjustable rate servicing portfolios, including CMBS, Conduit and Agency loans. Implemented regularly scheduled assignments, including extensions, modifications, assumptions and conducted audits of servicing history. Retrieved and entered ARM indices into the servicing system. Prepared payoff quotes and payoff transactions.