Multi-talented banking and commercial real estate professional with more than 10 years of experience analyzing, structuring, underwriting and closing real estate and large corporate transactions. Skilled at stepping into different areas with a flexible and resourceful approach. An organized and dependable candidate successful and managing multiple priorities with positive results.
Provide real estate investment, asset management and consultation services, e.g., trust management and bank portfolio and credit diagnostics consulting. Prepare presentations for statistical consulting firm serving pharmaceutical, telecommunications and healthcare clients.
Developed and applied rigorous credit underwriting standards to project financing requests by commercial real estate developers. Structured deals and managed due diligence processes through Project, ARGUS and Excel based cash flow analysis for multi-family properties; mixed-use retail, office and industrial properties.
Assumed role of Relationship Manager of a $248MM portfolio in addition to role as underwriter
Worked closely with senior management and legal counsel to underwrite acquisition and permanent financings for ultimate secondary market and portfolio retention
Formal Bank Credit Training Program
Trained to perform quantitative analysis of financial data to determine credit worthiness of bank client's financing requests and projects; financial statement and cash flow analysis and modeling, loan structure and documentation analysis, negotiation skills and business writing.
Citizens Bank - Vice President, Underwriter - Commercial Real Estate Group 2002-2007
Managed and underwrote construction, rehabilitation, and permanent loan financing for developers, merchant builders, and investors (including REITs). Over $230MM closed)
Wachovia Securities FKA First Union National Bank and CoreStates Bank, N.A. - Corporate Banking and Commercial Real Estate 1993-2002
Corporate Banking: Assisted in the underwriting and management of $790MM portfolio of corporate clients. Portfolio quality ranged from investment grade to highly leveraged.
Commercial Real Estate: Collaborated with internal and external partners to arrange permanent and construction financing, e.g.: office, multi-tenant, and credit tenant leases; single family subdivisions, industrial/flex and low income housing tax credit (LIHTC) projects.
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