Kyle McCann
Fund Analyst at WNC & Associates- Claim this Profile
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Bio
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Credentials
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Excel: Macros and VBA for Beginners
LinkedInMay, 2022- Sep, 2024 -
Excel: PivotTables for Beginners
LinkedInMay, 2022- Sep, 2024 -
Financial Modeling Foundations
LinkedInMay, 2022- Sep, 2024 -
Excel: Economics Analysis and Data Analytics
LinkedInFeb, 2022- Sep, 2024
Experience
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WNC & Associates
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United States
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Financial Services
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1 - 100 Employee
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Fund Analyst
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Jun 2022 - Present
I am responsible for own funds, but including capital contribution requests; meet with Construction/Asset Management; update property payments in rollup; reconcile cash requested/utilized; send CCRs to investors; fund rollup responsibilities include the review of tax returns to update credit and deduction benefits, verify IRR calculations and update reserve analysis; follow routine for timely quarterly reporting; learn queries and work with IT; communicate with investors by sending information that is accurate and timely; present portfolio reviews to upper management
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Director of Marketing
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Jun 2016 - Present
I lead the Product marketing and lead generation effort for the team. Currently studying to take my real estate license. My responsibilities include: • Maintenance and content updates on the company website. • I work directly with the web management team on configuration changes. • Support social media platform updates creating content that people want to read. • I also help create marketing collateral material, including fliers and marketing documents for open houses and in support of brand growth.
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Mortgage Capital Partners Inc.
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United States
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Financial Services
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1 - 100 Employee
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Pricing Analyst
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Sep 2021 - Apr 2022
o Responsible for releasing morning pricing rates and reporting to management of notable day over day changes in our rates o Lock Best Execution prices with our investors/ Ensure that in house products have been priced and locked correctly o Revise and renegotiate individual loans by heading up the secondary inbox to ensure excellent turnaround times o Assisted with pipeline hedging and loan sales with the management o Ran Excel profit model to ensure that locks met our threshold o Responsible for releasing morning pricing rates and reporting to management of notable day over day changes in our rates o Lock Best Execution prices with our investors/ Ensure that in house products have been priced and locked correctly o Revise and renegotiate individual loans by heading up the secondary inbox to ensure excellent turnaround times o Assisted with pipeline hedging and loan sales with the management o Ran Excel profit model to ensure that locks met our threshold
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New American Funding
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United States
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Leasing Real Estate
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Secondary Market Analyst
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Nov 2019 - Sep 2021
o Worked with senior management team to set rates and prices on our daily released rate sheets o Price and locked individual loans o Revised and renegotiated individual loans for our Southern California region and was first point of contact for LO’s to reach out to for negotiation. o Offered insights on how to boost the smoothness in turntables from Pe request to locked loan for Optimal Blue software. o Worked with senior management team to set rates and prices on our daily released rate sheets o Price and locked individual loans o Revised and renegotiated individual loans for our Southern California region and was first point of contact for LO’s to reach out to for negotiation. o Offered insights on how to boost the smoothness in turntables from Pe request to locked loan for Optimal Blue software.
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Southern California Tennis Academy
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United States
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Health, Wellness & Fitness
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1 - 100 Employee
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High Performance Tennis Coach, Tournament Players
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Jun 2019 - Nov 2019
Sought after tournament tennis coach working with a wide variety of players and tennis enthusiasts. My responsibilities include: • Manage the lesson plans of the daily workouts at the academy • Create tournament plans and help with transportation and goal setting of my tournament players in advance of their matches. • Provide interesting, fun, structured and goal driven tuition for a vast array of clientele. Sought after tournament tennis coach working with a wide variety of players and tennis enthusiasts. My responsibilities include: • Manage the lesson plans of the daily workouts at the academy • Create tournament plans and help with transportation and goal setting of my tournament players in advance of their matches. • Provide interesting, fun, structured and goal driven tuition for a vast array of clientele.
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Capstone Partners Financial and Insurance Services
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United States
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Financial Services
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100 - 200 Employee
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Executive Intern
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Aug 2019 - Oct 2019
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University of California, Riverside
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United States
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Higher Education
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700 & Above Employee
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Student Athlete
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Sep 2015 - Jun 2019
Tennis Team Captain from 2016-2019 Tennis Team Captain from 2016-2019
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Education
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University of California, Riverside
Bachelor of Arts - BA, Business/Managerial Economics