Summary
Overview
Work History
Education
Skills
Timeline
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Andrew R. Beringer

Buffalo,NY

Summary

Operations professional prepared for this role with strong analytical skills and strategic mindset. Demonstrated ability to streamline processes, optimize resources, and enhance operational efficiency. Strong focus on team collaboration and adaptability to changing needs. Expertise in data analysis, project management, and problem-solving, ensuring reliable and impactful performance.

Overview

13
13
years of professional experience

Work History

Family Leave

07.2023 - Current

Documentation and Closing Operations Analyst

HSBC (Contract through Geneva Consulting)
03.2023 - 07.2023
  • Conducted thorough reviews of 100+ Credit Agreements, ensuring seamless transition from LIBOR to SOFR as the benchmark rate for 100% of agreements.
  • Identify potential problems and solutions in the loan closing process and work with relationship managers and legal team to resolve and mitigate operational and legal risk.

Loan Surveillance Manager

Arbor Realty Trust
05.2018 - 12.2022
  • Managed diverse portfolio of 70-90 Freddie Mac and Fannie Mae maturing loans, ensuring all paid off prior to maturity.
  • Calculated prepayment premiums, yield maintenance, and final payoff amounts to provide to Borrowers and Investor.
  • Drafted and submitted loan document amendments for internal, Freddie Mac, and Fannie Mae review.
  • Led monthly internal calls to facilitate transition of loans from Portfolio Management to Loan Surveillance for increased monitoring.
  • Collaborated with Fannie Mae and management to strategize exit plans for maturing loans ensuring seamless payoffs.
  • Assisted Borrowers in navigating maturity deferral and forbearance processes by analyzing loan documents and providing course of action to avoid default.

Portfolio Manager

Arbor Realty Trust
02.2019 - 08.2019
  • Administered a portfolio of 75 Fannie Mae loans, communicating with borrower, investors, and stakeholders regarding performance of the loans.
  • Conducted property guideline inspections and monthly follow up to ensure ongoing property maintenance and quality.
  • Facilitated borrower requests related to management changes, repairs, ownership changes, and insurance matters.

Portfolio Analyst

Arbor Realty Trust
05.2018 - 02.2019
  • Collaborated with management to implement PDF to Word conversion software and develop Excel spreadsheet to streamline companywide financial analysis process, resulting in a 50% increase in task efficiency.
  • Extracted and reviewed relevant data from loan documents and closing materials for accurate data entry into loan servicing software.
  • Reviewed and processed replacement reserve and holdback draw requests for 100% accurate disbursement of funds to Borrower.

Intermediate Compliance Analyst: Voice Surveillance

Citibank
05.2017 - 05.2018
  • Monitored and assessed daily 75+ voice communications of front office employees across multiple trading entities to ensure adherence to policies and regulations.
  • Investigated and resolved potential compliance and regulatory violations by collaborating with legal and compliance teams.
  • Conducted quality control of voice surveillance models and suggested improvements to voice monitoring software.

Securities Processing Analyst: Foreign Exchange

Citibank
12.2012 - 05.2017
  • Analyzed, confirmed, and reconciled thousands of trades totaling billions of dollars worth of foreign exchange interbank client trades daily prior to funding cutoffs.
  • Collaborated with traders, middle office colleagues, and external bank clients to resolve trade discrepancies, avoiding financial penalties.
  • Confirmed wiring and payment instructions with interbank clients for accurate processing of foreign exchange.
  • Tested new trade processing software and its functionality for implementation and use by foreign exchange processors.

Education

Master of Science in Education - School Counseling

The College At Brockport, State University of New York
Brockport, NY

Bachelor of Science - Psychology, Minor: Mathematics

The College At Brockport, State University of New York
Brockport, NY

Skills

  • Portfolio Management
  • Customer Service
  • Multifamily Lending
  • Financial Analysis
  • Document Review
  • Compliance
  • Loan Servicing
  • Training & Mentoring

Timeline

Family Leave

07.2023 - Current

Documentation and Closing Operations Analyst

HSBC (Contract through Geneva Consulting)
03.2023 - 07.2023

Portfolio Manager

Arbor Realty Trust
02.2019 - 08.2019

Loan Surveillance Manager

Arbor Realty Trust
05.2018 - 12.2022

Portfolio Analyst

Arbor Realty Trust
05.2018 - 02.2019

Intermediate Compliance Analyst: Voice Surveillance

Citibank
05.2017 - 05.2018

Securities Processing Analyst: Foreign Exchange

Citibank
12.2012 - 05.2017

Master of Science in Education - School Counseling

The College At Brockport, State University of New York

Bachelor of Science - Psychology, Minor: Mathematics

The College At Brockport, State University of New York
Andrew R. Beringer