Experience

CBRE Loan Services

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• FHA Portfolio Manager

  • May 2019 - Present

  Dallas/Fort Worth Area Overall management of the servicing of a portfolio of multifamily and healthcare real estate loans through the programs of FHA and Ginne Mae using fundamental concepts, practices, and procedures associated with loan servicing, asset management, and real estate finance. Supervise and guide development of a small team and also indirect management responsibilities of various functional groups within the Portfolio Management Department.

• Senior Asset Manager - Commercial Loan Servicing

  • Aug 2018 - May 2019

  Dallas/Fort Worth Area Responsible for interaction with the internal organization, borrowers, and other external customers including FHA and Ginnie Mae. Preparation of formal written presentations analyzing a wide spectrum of issues relating to loan and property level requests, detailed financial analysis, property inspections, presentation oversight, and training of analysts.



PGIM Real Estate

• United States
• Real Estate
• 700 & Above Employee

• FHA Senior Asset Manager

  • Apr 2011 - Aug 2018

  Dallas/Fort Worth Area



C-III Asset Management LLC

• Vice President Bond Portfolio Liason

  • May 2010 - Apr 2011

  Dallas/Fort Worth Area Responsible for monitoring and reporting of incoming bond payments. Coordinated bond redemptions, partial pay downs, replacement reserve requests and insurance loss payments with the various bond trustees. Reviewed, prepared and certified annual inspection reports to Freddie Mac including the issuance and follow up of deferred maintenance letters.



HUNT MORTGAGE GROUP

• United States
• Real Estate
• 100 - 200 Employee

• Vice President Asset Manager

  • Mar 2008 - May 2010

  Dallas/Fort Worth Area Oversight of eighty one low income housing tax credit assets including the calculation of equity payouts, modifications, waivers, and credit reviews. Responsible for the review of property level financial statements, compliance monitoring, and site inspections. Regular interaction with general partners and property managers. Quarterly risk rating of assets in the portfolio and watch list reporting and interaction with investors.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Senior Vice President - Asset Manager \ Development Officer

  • Feb 2002 - Mar 2008

  Dallas/Fort Worth Area Managed a 12 property multifamily portfolio (3,500 units) including approval of property level budgets, monitoring of monthly financial and operational performance, development of cost savings initiatives, and review of capital plans. Worked with non-profit community partners in the land acquisition, design, building, and sale of in-fill housing in both Dallas and Fort Worth. Assisted in the design and building of a medical office facility in Southern Dallas and successfully negotiated… Show more Managed a 12 property multifamily portfolio (3,500 units) including approval of property level budgets, monitoring of monthly financial and operational performance, development of cost savings initiatives, and review of capital plans. Worked with non-profit community partners in the land acquisition, design, building, and sale of in-fill housing in both Dallas and Fort Worth. Assisted in the design and building of a medical office facility in Southern Dallas and successfully negotiated a 15-year lease with Baylor Medical. Key contributor to the successful integration of the electronic web-based monthly reporting from all management companies resulting in timelier reporting and the elimination of paper packages. Appointed systems administrator for the integration of new property management companies, new report development , and systems security Assisted in the identification, financial and physical review, and purchase of new multifamily investments. Led the evaluation of existing management companies, the issuance of a Request for Proposal, and the award of a four-property portfolio to ensure best in class service.

• Vice President - Account Executive

  • Nov 1999 - Feb 2002

  Dallas/Fort Worth Area Managed an asset-based loan portfolio with credit lines ranging from $12MM-$200MM including four syndicated deals. Provided ongoing management of the credit relationships including regular business reviews and the monitoring of financial performance and covenant measurement. Worked with Underwriters and New Business Development Officers to prepare credit requests, as well as negotiated the corresponding legal documents. Prepared quarterly and annual reviews of credit relationships as… Show more Managed an asset-based loan portfolio with credit lines ranging from $12MM-$200MM including four syndicated deals. Provided ongoing management of the credit relationships including regular business reviews and the monitoring of financial performance and covenant measurement. Worked with Underwriters and New Business Development Officers to prepare credit requests, as well as negotiated the corresponding legal documents. Prepared quarterly and annual reviews of credit relationships as required by the credit's risk rating. Worked with collateral analysts to ensure the clients' reporting and funding needs were properly reflected in the accounting system.



GE Capital Retailer Financial Services

• Audit Officer

  • May 1996 - Nov 1999

  Dallas/Fort Worth Area Performed site-specific audits to ensure compliance with GE Credit Policies and Operating Instructions. Provided full deal reviews including client risk, profitability, documentation and bankruptcy exposures. Presented audit results and recommendations to senior management. Developed audit programs for a newly formed Audit staff of a $14B Private Label Credit Card Portfolio. Led Process Improvement teams developing procedures and routines ensuring consistent and adequate safeguards… Show more Performed site-specific audits to ensure compliance with GE Credit Policies and Operating Instructions. Provided full deal reviews including client risk, profitability, documentation and bankruptcy exposures. Presented audit results and recommendations to senior management. Developed audit programs for a newly formed Audit staff of a $14B Private Label Credit Card Portfolio. Led Process Improvement teams developing procedures and routines ensuring consistent and adequate safeguards to minimize legal and financial exposure for a network of 35,000 independent dealers. Led and completed a review of the selection, management, measurements and reporting practices used to monitor third party collection agencies covering over 600,000 accounts totaling over $1.5B. Show less



GE Capital Commercial Real Estate Services

• Asset Manager/Operations Analyst

  • Sep 1994 - May 1996

  Dallas/Fort Worth Area Monitored loan portfolio and implementation of the business and property strategies on a daily basis. Implemented routines and controls required to obtain comprehensive property level information consistent with the property's intensity profile. Monitored the physical and financial condition, including annual budgets and the completion of cash flow audits for a 10-property, $100MM portfolio. Negotiated, calculated and collected a $5MM participation payment for the sale of a Houston… Show more Monitored loan portfolio and implementation of the business and property strategies on a daily basis. Implemented routines and controls required to obtain comprehensive property level information consistent with the property's intensity profile. Monitored the physical and financial condition, including annual budgets and the completion of cash flow audits for a 10-property, $100MM portfolio. Negotiated, calculated and collected a $5MM participation payment for the sale of a Houston apartment portfolio. Prepared, analyzed and reconciled the financial estimates, operating budgets and long-range forecasts for the Southwest Region's $1.2B, 300-property portfolio. Assisted in organizing and executing income audits for targeted acquisition portfolios. Responsible for training all newly hired operations analysts.

• Assistant Operations Manager

  • Sep 1992 - Sep 1994

  Dallas/Fort Worth Area Prepared financial estimates for analysis including the reconciliation of quarterly income projections. Assisted and trained asset managers on inputting financial projections into the loan forecasting system. Coordinated and reviewed 40 cash flow audits for participating mortgages. Led the design, implementation and training for new system initiatives to improve the consistency, accuracy and timeliness of property financial data used for management reviews for the Southwest Region's… Show more Prepared financial estimates for analysis including the reconciliation of quarterly income projections. Assisted and trained asset managers on inputting financial projections into the loan forecasting system. Coordinated and reviewed 40 cash flow audits for participating mortgages. Led the design, implementation and training for new system initiatives to improve the consistency, accuracy and timeliness of property financial data used for management reviews for the Southwest Region's $1.2B, 300-property portfolio. Provided more timely and detailed financial analysis of the region's financial performance to both region and corporate headquarters. Participated in the development, testing, and rollout of an enhanced loan forecasting system.

• Senior Portfolio Analyst

  • Oct 1991 - Sep 1992

  Stamford, CT Prepared, analyzed and reconciled the financial estimates, operating budgets and long-range forecasts for the Northeast and Southwest Regions, approximating $3B and a 450-property portfolio. Gathered and reviewed property valuations for at-risk loans. Established consistent reporting among the various regional analysts and modified the existing valuation models to present key data in one table for senior management. Assigned passwords, developed training materials and instructed… Show more Prepared, analyzed and reconciled the financial estimates, operating budgets and long-range forecasts for the Northeast and Southwest Regions, approximating $3B and a 450-property portfolio. Gathered and reviewed property valuations for at-risk loans. Established consistent reporting among the various regional analysts and modified the existing valuation models to present key data in one table for senior management. Assigned passwords, developed training materials and instructed asset managers in three regions to input property financial information into the loan forecasting system. This provided portfolio analysts with more time to analyze the projected financial performance of their portfolios.



GE Aerospace

• Site Audit Manager

  • Apr 1990 - Oct 1991

  Burlington, MA & Daytona Beach, FL Investigated, reported and closed potential compliance issues as reported to management. Provided compliance advice, support, and root-cause analysis for three site locations (Burlington MA, Huntsville AL, and Daytona Beach FL). Supervised traveling auditors, assigned work projects, and submitted audit reports to Senior management.

• Auditor

  • Jul 1989 - Apr 1990

  Valley Forge, PA Investigated, reported and closed potential compliance issues as reported to management. Achieved significant reductions in the aging (over 200 days) of compliance issues. Provided immediate support for issues raised by local Commanding Officers and the Defense Contracting Audit Agency personnel that improved our working relationship.



GE Power Systems

• Accounting Supervisor

  • Jan 1987 - Jul 1989

  Greater Chicago Area

• Shop Accountant

  • Oct 1985 - Jan 1987

  Riverview, MI Responsible for timely monthly routines including general ledger reviews, submission of journal entries, rolling estimates, backlog analysis and the reconciliation of the travel and living sub-ledgers. Controlled working funds, receivable management, job costing, reconciliations, accounts payable and payroll processing. Input, analyzed and reconciled financial estimates for the Chicago, Detroit, Fort Wayne and Milwaukee service shops. Strengthened and streamlined financial routines… Show more Responsible for timely monthly routines including general ledger reviews, submission of journal entries, rolling estimates, backlog analysis and the reconciliation of the travel and living sub-ledgers. Controlled working funds, receivable management, job costing, reconciliations, accounts payable and payroll processing. Input, analyzed and reconciled financial estimates for the Chicago, Detroit, Fort Wayne and Milwaukee service shops. Strengthened and streamlined financial routines (accounts payable, receivable resolutions) and supervised three non-exempt employees and three temporary employees. Completed the closing of the Detroit, Fort Wayne and Milwaukee shops (disposition, transfer and sale of shop assets). Provided benefits counseling for 30 employees.



GE

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Payroll Supervisor

  • May 1983 - Oct 1985

  East Cleveland, OH Supervisor Payroll Administration & Consolidation Maintained salary administration and payroll data in the payroll master file. Supervised 13 non-exempt and 2 hourly employees. Designed, developed, and implemented the automation of the $4.4MM Sales Commission Plan payments using PC-based applications resulting in cost savings over $50K. Drafted, presented and received management approval for a $25K incentive program to motivate employees facing elimination of the payroll… Show more Supervisor Payroll Administration & Consolidation Maintained salary administration and payroll data in the payroll master file. Supervised 13 non-exempt and 2 hourly employees. Designed, developed, and implemented the automation of the $4.4MM Sales Commission Plan payments using PC-based applications resulting in cost savings over $50K. Drafted, presented and received management approval for a $25K incentive program to motivate employees facing elimination of the payroll department. Led a training team to ensure completion of the transfer of the payroll unit from Cleveland to Louisville as originally scheduled.

• Financial Management Program Trainee

  • Jan 1981 - May 1983

  East Cleveland, OH Financial Management Program Graduate Participated in an entry-level program consisting of six-month rotational assignments in various financial positions and attended company-sponsored courses to facilitate advancement across business divisions.