Experience

Accord Financial Corp.

• Canada
• Financial Services
• 1 - 100 Employee

• Sr. Manager ABL Operations

  • Jul 2022 - Present



Great Rock Capital Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Associate - ABL Operations

  • Apr 2020 - Jul 2022

  Middle Market/Asset Based Lending Middle Market/Asset Based Lending



Access Capital

• United States
• Financial Services
• 1 - 100 Employee

• Senior Analyst

  • Sep 2016 - Apr 2020



Old Sterling National Bank

• Banking
• 100 - 200 Employee

• AVP Asset Based Lending

  • Jan 2001 - Aug 2016

  - Assist management to design and implement our verification process - Manage risk of an assigned portfolio of asset-based loans, of various size and complexity. - Review and analyze collateral supporting documentation, including borrowing base certificates, financial statements, and Accounts receivable & payable aging(s). - Ensure borrowing limitations are properly updated in the system of records. - Interpret trends related to sales, collateral coverage and borrowing patterns - Recognize and identify emerging risk factors. - Ensure customers are in compliance with all reporting requirements and eligibility parameters as defined by loan documentation. - Prepare monthly reports for distribution, which includes numerical data and written narratives - Provide guidance on asset-based monitoring policies, practices and procedures to internal co workers and external customers. - Monitor customer's availability on a daily basis from reports sent to Sterling Bank - Analyze, post and verify customers reports - Reconcile customer's month-end reports to determine reserves or adjustments against each loan - Assist Senior Managers with special projects on prospective, new and existing customers - Post and reconcile all advance request for customers on a daily basis - Prepare all journal and general ledger entries for the department - Balance the department daily and monthly using Stucky software - Prepare all Asset based operations monthly reports from Stucky for Senior Management and customers Show less



Parker Industries

• Greater New York City Area

• ABL Consultant

  • Sep 2000 - Dec 2000

  Credit Analyst/Jr Accountant Credit Analyst/Jr Accountant



Sterling National Bank

• United States
• Banking
• 400 - 500 Employee

• Sr Auditor/Analyst

  • Mar 1996 - Sep 2000



Star Bank - Cincinnati, Ohio

• Cincinnati, Ohio

• Sr Loan Administrator/Jr Auditor

  • Sep 1992 - Mar 1996