Experience

• 

  Capital One

  • United States
  • Financial Services
  • 700 & Above Employee

  • Manager- Underwriting Credit Specialists

    • Dec 2018 - Present

  • Team Lead

    • Aug 2017 - Dec 2018

• 

  Antares Capital LP

  • Chicago, Illinois

  • Senior Closing Analyst

    • Jan 2017 - Aug 2017
    • Chicago, Illinois

    Close sponsor finance deals at Antares.

• 

  GE Capital

  • Team Lead Credit Administration

    • Jul 2013 - Jan 2017

    Coach a team of 10 Booking Associates located in Chicago & Jaipur to process sub-ledger entries in ACBS for an average of $3 trillion dollars in commercial lending commitments annually. Review and approve creation of closing and funding transactions for 700+ new deal and amendments each year, to ensure that commitments and loan obligations are recorded in accordance with Workflow approval, legal documentation, & GE's standard operating procedures. Team Lead solely responsible for reviewing and authorizing remittance of amendment/ consent fees to large syndications with upwards of several hundred investors. Maintain a team accuracy rating of 99.5% with zero remittance incidents over the past 2 years.

  • Credit Risk Administrator

    • Feb 2011 - Jul 2013

    Attended pre-close deal meetings and provided operation guidance on structuring commercial lending documentation to maximize efficiency and provide best customer satisfaction. Booked over 100 deals a year by processing closing commitments and loan obligations in ACBS for GE's largest grossing business segments with a 99.95% accuracy rating from reviewers.

• 

  The PrivateBank and Trust Company

  • Paralegal

    • Jan 2011 - Feb 2011

    Recruited based upon previous manager’s recommendation to examine legal documentation and ACBS/ CDAR operating systems to identify eligible assets for pledge to the Federal Reserve (FRB).In less than 2 months, identified and rectified documentation exception items for over 25 deals that enabled additional pledges of over $30MM to FRB.

• 

  The Royal Bank of Scotland, F/K/A ABN AMRO Bank N.V.

  • 500 West Jackson Street, Chicago, Illinois

  • Vice President of Credit Administration

    • Jul 1998 - Dec 2010
    • 500 West Jackson Street, Chicago, Illinois

    RBS: Responsible for transitioning portfolios containing over 400 assets from ABN AMRO Bank's ACBS sub-ledger and RAPID credit system to RBS' LOANIQ and Prism systems to finalize RBS’ acquisition of ABN AMRO assets. Maintained the entire Financial Restructuring & Recovery Portfolio and processed restructures and amendments during the transition process. Frequent out of court, as well as, post-petition refinances processed at an average rate of 6 a month. Chicago liaison to Stamford office and ABN AMRO asset subject matter expert answering historical data inquiries, while preparing several thousand physical legal documents for offsite storage, enabling close of Chicago office. Sole Chicago commercial lending back office employee for final 6 months of office operation.ABN: Maintained the ACBS sub-ledger by processing U.S. and Canadian commitments for 200+ accounts in the Financial Restructuring and Recovery, the Canadian Corporate and Inbound Industrial portfolios ensuring that Risk approvals, including KYC due diligence approval, and entire closing sets of executed documentation matched ACBS sub-ledger and Access based covenant/ collateral tracking database. Sole Coordinator with Recovery Unit to expeditiously transfer management/ assets to workout at the height of the lending crisis. Canadian point person in the U.S. providing advice on documenting Canadian commitments and perfection of security. Met monthly with CRO and CEO of Canada to discuss documentation exceptions, regulatory requirements, and pipeline. Traveled to Toronto on several occasions to train local staff to use ACBS. In house creation of electronic repository for documentation using Imagio software for storage at Critical Technologies, Inc., leading to savings of over $1MM.

• 

  Sumitomo Bank, Ltd.

  • 233 South Wacker Driver, Chicago, Illinois

  • Credit Administrator/ Regulatory Reporter

    • Feb 1993 - Jun 1998
    • 233 South Wacker Driver, Chicago, Illinois

    Credit Administrator/ Regulatory Reporter (1998- 1997): Prepared loan and fee lending guidelines containing the commitment and loan details extracted from closing documents, to be used by the Loan Administration team to book sub-ledger entries in AFS. Maintained the physical legal documentation for U.S. Corporate loan portfolio. Completed regulatory reports, including the Federal Call report, for Federal & State Regulators and for Head office (Tokyo). Managed Shared National Credit reporting for Chicago office. Created loan securitization procedures for flagging assets in AFS and prepared the documentation for review by regulators.Loan Administrator (1997 - 1995): Servicer for 50 U.S. and 30 Japanese Corporate clients maintaining the AFS accounting system. Monitored swap transactions from initial close to final maturity, making amortization payments. Liaison between Japanese Corporate clients and in-house traders for arranging uncommitted loan contracts. Trained entry level Loan Administrators on systems and processes.Remittance Clerk and Import/ Export Administrator (1995 - 1993): Prepared and reconciled wire transfers, cables, and telexes for the Chicago Branches lending group. In charge of customer relations for corporate checking/ savings accounts, foreign currency sales/ purchases, fx contracts, and issuer of cashier and traveler's checks. Created commercial letter of credit cover pages and made payments on acceptances.