Experience

• 

  Municap

  • Vice President
• 

  MuniCap, Inc.

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Vice President

    • Nov 2022 - Present

  • Manager

    • Dec 2020 - Oct 2022

  • Senior Associate

    • Aug 2018 - Dec 2020

  • Associate

    • Mar 2018 - Aug 2018

• 

  Wells Fargo

  • Senior Securities Analyst

    • Jun 2017 - Mar 2018

    - Senior Securities Analyst for mortgage product solutions under residential mortgage. Analyze and review complex private investment products including single family mortgages, HELOC’s, Auto’s and RV’s. - Investor Reporting: Prepare, review and provide clients and client participants with customized investor reports utilizing Interactive Portfolio Surveillance and access. Work with clients to develop and enhance reports based on client requests and requirements. Participate in Interactive Portfolio product demonstrations. - Database Processing Enhancements: Identify inefficiencies in loan processing and work jointly with technology support to construct improvements and create automations.- Ad Hoc Client requests: Research investor inquiries involving loan activity and reporting.- Lead Team Development: Interview, train and mentor new staff.

  • Securities Analyst

    • Dec 2014 - Jun 2017

    -Collateral Analysis – Analyze loan level transactional data for more than 25,000 loans including verifying interest and principal calculations as well as identifying trends and documenting reporting errors -Investor Reporting – Compile loan data for monthly investor reports and serve as the liaison between the investor and servicers -Loan Issuance – Review newly purchased loan data and coordinate with Issuance and Technology to onboard new loans -Technology Consulting – Work with database support to continually improve functionality and efficiency of databases with changing business environments -Aging Item Coordinator – Oversee the research, action and resolution of reconciliation differences for team -Mentoring – Train employees on processing methods and investor reporting -New Hire Training - Processing methods specific to individual mortgage servicers -Daily Cash Management -Research - Deal documents and mortgage agreements to ensure compliance -Various other special projects and initiatives

• 

  NewDay USA

  • Fulton, MD

  • Account Executive - Mortgage loan originator

    • Jun 2014 - Sep 2014
    • Fulton, MD

    NMLS Individual ID #1201531Company NMLS #1043- Assisted veterans in lowering their monthly mortgage payments and consolidate debt - Provided superior customer service by guiding borrowers through the mortgage loan application process- Used analytical skills to build loan packages for borrowers th...

• 

  Resource Energy Systems, LLC

  • Financial Analyst

    • Jun 2012 - May 2013

    - Reviewed and communicated tenant electric and water billings for over 10 properties with mall management teams(3-5 people) and made recommendations for more effective billings- Created and maintained excel spreadsheets for the calculation of tenant electric, water and HVAC utility settlements- ...

• 

  General Growth Properties

  • Energy Department Intern

    • Jun 2010 - Sep 2011

    - Reviewed and communicated tenant electric and water billings for numerous properties with mall teams and made recommendations for more effective billings.- Coordinated meetings with mall teams to make sure that utility matters were handled efficiently- Created and maintained excel spreadsheets ...