Washington, District of Columbia, United States
A seasoned professional that develops, implements, and interprets critical performance data and reports for financial performance. Self-motivated, detail oriented, high performer with exemplary communication, project management, and interpersonal skills. Specialties: Teamwork Skills¬• Customer Service • Organizational Skills • Strong Work Ethic • Research Analysis • Interpersonal Skills • Strong Financial & Credit Skills • Team Building & Development Skills• Strong Oral and Written Communications Skills • Self-Motivated and able to work independently • Sound decision-making skills • Good organizational skills with the ability to prioritize and multi-task • Microsoft Office Suite
NHP FOUNDATION, Washington, DC • 2008 - 2010 Assistant Asset Manager Responsible for analyzing the portfolio’s performance against plans and assumptions set-forth for each individual project. Monitor the foundation’s property management company’s performance in ensuring accurate record keeping, compliance with lenders, and compliance with Federal, State and Local requirements. • Conduct and prepare asset reviews, valuation analysis, and assist in the reviewing of annual budgets. • Analyze monthly budget reports and develop and recommend risk management changes to provide to senior management on a quarterly basis. • Conduct periodic site visits to ensure assets are performing as planned and are maintaining a physical environment conducive to resident retention. • Oversee Commercial Property and Casualty Insurance Program for a $450M property portfolio including management of insurance companies, brokers, and consultants; renewal negotiations; premium allocations; and satisfaction of lender requirements. Initial involvement in this area included replacement of the entire Property insurance program in reaction to the previous insurer’s last-minute notice of non-renewal.
FANNIE MAE, Washington, DC • 1998 - 2008 Large business-to-business financial services company specializing in mortgage banking. Asset Manager: Managed 50 assets from closing to repayment, including review of disbursement requests, routine review of project economics and monitoring risk profile throughout the life-cycle of an asset. In addition to analytical analysis, responsibilities include regular consultation with lead lenders, borrowers and developers on project development status and lease-up/stabilization or sell out. • Conducted periodic site visits to ensure assets are performing as planned and are maintaining a physical environment conducive to resident retention and loan collateral preservation. • Analyzed project-level, counterparty financial statements, and manage the preparation of annual loan reviews and loan flow projections. Developed the business case and make recommendations for risk management changes. • Conducted and prepare periodic asset reviews, valuation analysis, project financing proformas, and other portfolio management reports. • Maintained oversight and responsibility for collection efforts and actions needed to address delinquent loans, as well as managing amendments and extensions of all maturing loans. • Worked in conjunction with loss mitigation department on specific troubled assets. Underwriting: As a member of the Community Lending Underwriting group: • Underwrote and close LIHTC transactions totaling over $10 million in investments. • Assisted in the underwriting of 14 transactions totaling over $90 million in investments. • Reviewed and analyzed financial statements, proformas, and project budgets. • Reviewed and analyzed third party due diligence (appraisals, environmentals, property condition reports). • Maintained regular contact with the lead lender, developer and borrower during the underwriting and approval process.