Devin Roy

• Manage 25 private credit loan portfolios totaling ~$13B in assets, ensuring accurate payment processing and timely resolution of borrower inquiries
• Conduct regular audits of loan files to ensure compliance with investor guidelines and regulatory requirements
• Prepare and present portfolio servicing reports to senior management, highlighting key metrics and actionable recommendations for strategic decision-making
• Collaborate with internal and external stakeholders to coordinate the execution of client transactions and resolve trade discrepancies in a timely manner
• Assist in training new Analysts on team policies and procedures, contributing to a knowledgeable and cohesive team environment.
• Projects Include:

Expedited payment processing by leveraging automated systems and working closely with the Business Intelligence department.

Assisted in uplift of internal wire instructions system enhancements. Including testing and coordinating a port over of ~150 instructions to the new system.

• Provided in-depth training and mentorship for new employees on daily tasks and procedures
• Assisted with reconciling cash and securities positions to ensure data files are accurate and valid
• Forecasted, processed, and approved complex wire payments and money movement via Wallstreet Suite
• Performed month-end account reconciliations and audits to ensure accurate reporting using Tableau
• Projects include:

Coordinated with technology and business partners to complete a massive system retirement of Peoplesoft and ensure seamless transfer of payment functionality.

• Processed monthly payments, researched payment discrepancies, and prepared monthly metric reporting
• Coordinated with over 500 branches and internal departments to resolve account discrepancies
• Processed 15-30 daily complex credit and debit journal entries to client accounts utilizing firm software
• Coordinated with multiple units within operations, business, and technology on projects and initiatives to enhance daily processes
• Ensured disbursements met firm and federal broker regulation laws and policies utilizing FINRA database.