Consultant - Asset Management Resume Example
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.
- 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
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
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)
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.
DISCLAIMER
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
- Formatting
- Word choice
- Typos
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
Degrees
- MS in Real Estate Finance
BS in Finance
Certification in Paralegal Studies
