Dona Werth
River Forest,IL
Summary
Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. High level of expertise in structured finance transactions-modeling and document review. Successful in fast-paced, deadline-driven environments to manage goals and team development.
Overview
24
24
years of professional experience
Work History
Manager, Global Structured Finance
US Bank National Association
Chicago, IL
01.2006 - Current
- Responsible for the leadership and overall management of a team of Corporate Trust Analysts within the organization to meet unit and divisional objectives
- Develops and maintains unit policies, procedures and training initiatives
- Trains staff, establishes and monitors performance goals, and coaches employees
- Prepares and reviews management and exception reports, managing operations, processes and compliance issues
- Work with Business Development officers, counsel, and Relationship Managers on new business opportunity evaluation of moderately complex structures with a standard or custom processing platform
- Create and or assure quality and timeliness of investor reports of various structured finance instruments of the highest level of complexity
CDO Account Manager
LaSalle Bank
Chicago, IL
05.2005 - 01.2006
- Served as the primary contact for multiple
relationships, reviewing legal documents, prepared closing packages for new transactions, monitored and maintained pools of debt securities and bank loans that serve as collateral for CDOs - Developed strong working relationships with clients, addressing client requests, requirements or issues
- Ensured that all internal and external transaction deadlines and requirements are met in a timely manner
Financial Analyst
US Bank National Association
Chicago, IL
06.2000 - 04.2005
- Executed Bond and Tax Administration and Reporting for more than 100 structured finance securitizations
- Created and maintained bond distribution and related tax models and delivered customized securitizated pool, bond distribution and income tax reporting to Trustees, Private and Governmental Reporting and Regulatory Agencies, and Investors
- Conducted CDO trade compliance testing, analysis of performance triggers and processing of tranche distributions
- Analyzed and reviewed monthly, quarterly, and annual bond and tax models
Education
Bachelor of Science - Finance
University of Illinois At Urbana-Champaign
Champaign, IL05-2000
Skills
- Expertise in structured finance transactions
- Cashflow Modeling
- Staff Development
- Operations Management
Timeline
Manager, Global Structured Finance
US Bank National Association
01.2006 - Current
CDO Account Manager
LaSalle Bank
05.2005 - 01.2006
Financial Analyst
US Bank National Association
06.2000 - 04.2005
Bachelor of Science - Finance
University of Illinois At Urbana-Champaign
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