consultant asset management resume example with 14+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

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.

  • Commercial real estate industry expertise
  • Analytical and critical thinker
  • Legal document review and negotiation
  • Effective Communicator
  • Risk analysis and mitigation
  • Microsoft Office
  • Flexible
  • Computer skills
  • Working collaboratively
Education and Training
New York University New York, NY, Expected in 05/2007 MS : Real Estate Finance - GPA :
Philadelphia University Philadelphia, PA, Expected in 05/2000 BS : Finance - GPA :
George Mason University Fairfax, VA Expected in 2017 Certification : Paralegal Studies - GPA :
CoreStates Bank., N.A. , Expected in : - GPA :

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.

Wsp - Consultant - Asset Management
Boulder, CO, 2009 - Current

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.

  • Conducted bank portfolio quality review and credit process diagnostics
  • Presented bank board of directors with credit review findings and recommended strategies to improve credit quality and establish credit/underwriting standards
  • Trustee- Work with legal and other professionals to manage the real estate and finance assets of the trust
LibertyPointe Bank - Vice-President, Underwriter - Commercial Real Estate
City, STATE, 01/2008 - 06/2009

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.

  • Achieved consensus by facilitating senior- management discussion
  • Restructured deals to significantly improve likelihood of repayment

Assumed role of Relationship Manager of a $248MM portfolio in addition to role as underwriter

  • Managed and trained administrative staff- developed junior underwriters
  • Generated new business: assessed loan requests; performed due diligence; conducted site visits and executed loan transactions
Capmark, Finance, Inc. - Vice President, Underwriter
City, STATE, 05/2007 - 11/2011

Worked closely with senior management and legal counsel to underwrite acquisition and permanent financings for ultimate secondary market and portfolio retention

  • Personally visted/evaluated office, retail, and multi-family projects throughout the United States (TX, CA,DE, CT,IL, FL and Washington, DC)
  • Conducted project feasibility and profitability analysis; prepared comprehensive credit packages; negotiated final loan terms
  • Collaborated with in-house staff, as well as engineers, appraisers and client representatives to close deals (transactions ranged from $10MM-$30MM)

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Resume Overview

School Attended

  • New York University
  • Philadelphia University
  • George Mason University
  • CoreStates Bank., N.A.

Job Titles Held:

  • Consultant - Asset Management
  • Vice-President, Underwriter - Commercial Real Estate
  • Vice President, Underwriter


  • MS
  • BS
  • Certification

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