Amanda Boraca
Chicago,IL
Overview
8
8
years of professional experience
Work History
Analyzed and interpreted complex legal documents for various financial products across multiple business lines. Collaborated with teams, including relationship managers, portfolio managers, legal, and back office, to build client relationships. Assisted with deal lifecycle transactions such as amendments, secondary trading, and securitization. Ensured accuracy of reports and data quality across all systems. Monitored covenants and other metrics throughout the deal lifecycle to mitigate risks. Managed documentation processes for loan applications and approvals to streamline operations. Verified completeness and compliance of all closing documents prior to execution. Handled pipeline of active deals in the closing stage to ensure timely completion.
Societe Generale
Chicago, IL
02.2023 - Current
- Analyzed and interpreted complex legal documents for various financial products across multiple business lines.
- Collaborated with teams, including relationship managers, portfolio managers, legal, and back office, to build client relationships.
- Assisted with deal lifecycle transactions such as amendments, secondary trading, and securitization.
- Ensured accuracy of reports and data quality across all systems.
- Monitored covenants and other metrics throughout the deal lifecycle to mitigate risks.
- Managed documentation processes for loan applications and approvals to streamline operations.
- Verified completeness and compliance of all closing documents prior to execution.
- Handled pipeline of active deals in the closing stage to ensure timely completion.
Manage a portfolio valued at $10 billion in syndicated loans that are highly transactional, as well as traded on secondary markets. Assist participant lenders and CLOs in troubleshooting any discrepancies, as well as in accurate reporting. Identified opportunities for process improvement through automation or streamlining manual processes. Ensure funding is sent accurately and in a timely manner. Clear settlements and reconcile cash items. Assist with operational offshoring projects and ad-hoc projects, as needed. Assisted customers with inquiries regarding loan terms and payment options. Collaborated with team members to streamline loan processing procedures. Worked closely with other departments within the organization to facilitate smooth processing of loans.
Bank of Montreal(BMO)
Chicago, IL
03.2021 - 08.2022
- Manage a portfolio valued at $10 billion in syndicated loans that are highly transactional, as well as traded on secondary markets.
- Assist participant lenders and CLOs in troubleshooting any discrepancies, as well as in accurate reporting.
- Identified opportunities for process improvement through automation or streamlining manual processes.
- Ensure funding is sent accurately and in a timely manner.
- Clear settlements and reconcile cash items.
- Assist with operational offshoring projects and ad-hoc projects, as needed.
- Assisted customers with inquiries regarding loan terms and payment options.
- Collaborated with team members to streamline loan processing procedures.
- Worked closely with other departments within the organization to facilitate smooth processing of loans.
Investigate and gather data on each claim to make a well-informed decision. Assisted in the development of software to optimize and streamline the dispute process. Analyze fraud trends, and identify possible new trends. Developed risk assessment reports to support decision-making processes. Evaluated internal controls and recommended improvements for risk mitigation.
Chime Bank
Chicago, IL
08.2020 - 02.2021
- Investigate and gather data on each claim to make a well-informed decision.
- Assisted in the development of software to optimize and streamline the dispute process.
- Analyze fraud trends, and identify possible new trends.
- Developed risk assessment reports to support decision-making processes.
- Evaluated internal controls and recommended improvements for risk mitigation.
Acted as a liaison between C-level executives, potential target companies, and private equity firms. Negotiate various legal documents. Analyze pitch decks on potential targets. Creating CIMS. Conducted market research to support investment decision-making processes. Collaborated with colleagues to prepare comprehensive due diligence reports. Maintained and updated databases for client and investment information. Organized team meetings and documented key discussion points and action items.
Blackmore Partners
Chicago, IL
01.2018 - 04.2018
- Acted as a liaison between C-level executives, potential target companies, and private equity firms.
- Negotiate various legal documents.
- Analyze pitch decks on potential targets.
- Creating CIMS.
- Conducted market research to support investment decision-making processes.
- Collaborated with colleagues to prepare comprehensive due diligence reports.
- Maintained and updated databases for client and investment information.
- Organized team meetings and documented key discussion points and action items.
Education
Masters of Science - Business - Finance minor in Economics
Chicago, IL
Chicago, IL06-2023
Bachelor of Science - Business - Finance minor in Economics
Chicago, IL
Chicago, IL06-2020
Skills
- Financial product knowledge
- Deal lifecycle management
- Documentation compliance
- Portfolio management
- Client relationship management
- Cross-functional collaboration
- Problem solving
- Financial product knowledge
- Deal lifecycle management
- Documentation compliance
- Portfolio management
- Client relationship management
- Cross-functional collaboration
- Problem solving
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
HybridRemoteImportant To Me
Career advancementPersonal development programsPaid time offWork from home optionCompany CultureTimeline
Analyzed and interpreted complex legal documents for various financial products across multiple business lines. Collaborated with teams, including relationship managers, portfolio managers, legal, and back office, to build client relationships. Assisted with deal lifecycle transactions such as amendments, secondary trading, and securitization. Ensured accuracy of reports and data quality across all systems. Monitored covenants and other metrics throughout the deal lifecycle to mitigate risks. Managed documentation processes for loan applications and approvals to streamline operations. Verified completeness and compliance of all closing documents prior to execution. Handled pipeline of active deals in the closing stage to ensure timely completion.
Societe Generale
02.2023 - Current
Manage a portfolio valued at $10 billion in syndicated loans that are highly transactional, as well as traded on secondary markets. Assist participant lenders and CLOs in troubleshooting any discrepancies, as well as in accurate reporting. Identified opportunities for process improvement through automation or streamlining manual processes. Ensure funding is sent accurately and in a timely manner. Clear settlements and reconcile cash items. Assist with operational offshoring projects and ad-hoc projects, as needed. Assisted customers with inquiries regarding loan terms and payment options. Collaborated with team members to streamline loan processing procedures. Worked closely with other departments within the organization to facilitate smooth processing of loans.
Bank of Montreal(BMO)
03.2021 - 08.2022
Investigate and gather data on each claim to make a well-informed decision. Assisted in the development of software to optimize and streamline the dispute process. Analyze fraud trends, and identify possible new trends. Developed risk assessment reports to support decision-making processes. Evaluated internal controls and recommended improvements for risk mitigation.
Chime Bank
08.2020 - 02.2021
Acted as a liaison between C-level executives, potential target companies, and private equity firms. Negotiate various legal documents. Analyze pitch decks on potential targets. Creating CIMS. Conducted market research to support investment decision-making processes. Collaborated with colleagues to prepare comprehensive due diligence reports. Maintained and updated databases for client and investment information. Organized team meetings and documented key discussion points and action items.
Blackmore Partners
01.2018 - 04.2018
Masters of Science - Business - Finance minor in Economics
Chicago, IL
Bachelor of Science - Business - Finance minor in Economics
Chicago, IL
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