Built and modified various debt and equity commercial real estate financial models
Analyzed operating budgets to integrate into client’s underwriting and value-add models
Enabled origination teams to quantify and qualify acquisitions to develop timelines for exit and hold strategies
Manager, Commercial Investments
Bay Mountain Capital
04.2021 - 11.2021
Successfully closed and originated over $35MM in Commercial Real Estate Loans across all product types
Set corporate records for annual, quarterly, and monthly production goals which covered the annual shortfall of other groups, allowing entire company to meet their annual goals
Managed our Commercial Underwriting and Closing team that successfully set several production records
Assistant Vice President (Senior Asset Manager), Debt Strategies Group
LUMENT
01.2018 - 01.2021
Managed a portfolio of transitional real estate assets within our Debt Strategies Lending Group totaling over $2B in Loan Proceeds
Transitioned Servicing from outside Servicer to Internal Servicing as well as created various reporting processes essential to Investor Reporting
Underwrote and assisted in the structure of multiple CLO offerings consisting primarily of Multifamily Assets
Created and implemented new database technologies and reporting tools with both the Information Technology Group and various Real Estate Groups, leading to increased productivity
Asset Manager, Real Estate Specialties Group (RESG)
BANK OF THE OZARKS
01.2017 - 01.2018
Managed portfolio of18 loans, primarily consisting of large-scale vertical construction projects totaling over $4B in underlying value nationally
Facilitated monthly draws with various Construction Contractors, Inspectors, Developers, Borrower’s Equity Partners and various other development partners
Actively managed risk by proactively re-underwriting loans prior to completion and maturity
Worked with incoming Property Management and Borrower to provide realistic exit financing expectations
Associate Asset Manager, Commercial Real Estate Private Equity
ACORE CAPITAL
01.2016 - 01.2017
Actively managed $1.6B in highly structured transitional commercial real estate loans acting as a debt fund on behalf of multiple institutional investors
Supported a25-deal portfolio ranging from ground-up construction to lease-up transitional real estate which provided continued exposure to both construction draws and post-construction Asset Management
Built multiple innovative portfolio tools for combined portfolios as well as specific deals to analyze data for a variety of initiatives including capital fundraising efforts
Initiated, developed, and implemented the company’s Asset Management process of analyzing and tracking various financial statements for all commercial property types throughout the portfolio
Acted as a conduit between internal IT building multiple systems and Asset Management to assist with integration and implementation with our Servicing and Investor Reporting requirements
Associate Asset Manager, Commercial Real Estate Private Equity
SANDSPOINT CAPITAL ADVISORS
01.2014 - 01.2016
Managed and built analytic tracking for commercial real estate assets valued over $3B, with primary focus on multifamily and office properties nationally to integrate with our Servicing and Fund Accounting teams
Managed complex mezzanine and preferred equity financing structures while acting as Agent in conjunction with various senior lenders to ensure loan compliance
Forecasted various commercial real estate underwriting, cash-flow, and valuation models
Reviewed and approved construction, renovation and entitlement draw requisitions along with construction and operating expense budgets
Conducted site visits to verify all covenants and milestones were being met per agreement and LIHTC compliance
Senior Portfolio Analyst, Investor Management, Commercial Term Lending
JP MORGAN CHASE
01.2013 - 01.2014
Managed risk for a multi-billion portfolio on behalf of FNMA and FHLMC consisting of primarily multifamily loans
Verified loan compliance and provided proactive analysis to our underwriting team to refinance existing mortgages
Assisted with borrower consent requests upon loan origination and maturity
Analyzed, spread and approved rent rolls, operating and income statements, pro-forma, deeds of trust, and a variety of other mortgage and real estate documents
Developed and maintained a watch list for our investors to manage risk for troubled loans through Excel, SQL and VBA
Proactively worked with borrowers to remediate deferred maintenance and/or develop a budget to improve properties’ operating financials
Education
Bachelor of Science - Management
W.P. Carey School of Business, Arizona State University
Texas Real Estate License, Texas Real Estate Commission In-Process, Expected Aug2022
Arizona Real Estate License, AZ Department of Real Estate2010 –2016
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