Detail-oriented professional with 8+ years in the loan servicing industry, skilled in Excel, has effective communication skills with Borrowers and Lenders, and versed in reading loan documents.
Overview
9
9
years of professional experience
Work History
Vice President
SitusAMC
Overland Park, KS
12.2022 - Current
Perform over 20 quarterly asset reviews for current client.
Monitor monthly loan payments, including reviewing cash-managed distressed assets.
Escalate non-compliance issues to the client. Work with the client on distressed assets.
Review borrower draw requests, including construction loan advances.
Served as Team Lead and primary contact for borrowers on 60 loans.
Enhanced team performance through goal-oriented communication and motivational coaching.
Assigned loans based on team members’ skill levels to maximize productivity.
Recruited and hired qualified candidates for open positions.
Assistant Vice President
SitusAMC
Leawood, Kansas
01.2022 - 12.2022
Facilitated biweekly meetings with staff and client to address process changes, loan status, and draw status.
Completed reserve disbursement and advance draw requests per the requirements listed in the Loan Agreement.
Managed loan onboarding and validated accuracy on the servicing platform.
Reviewed loan documents, which included complex structures such as mezzanine and multiple facilities.
Associate
SitusAMC
Leawood, Kansas
09.2018 - 01.2022
Completed Debt Yield and Debt Service Coverage Ratio tests on a quarterly basis. Performed credit analysis on year-end financial statements.
Proofed cash and non-cash transactions, and ensured funds were posted accurately on the servicing platform.
Reviewed and sent out payoff quotes to the client, borrowers, and title companies.
Loan Support Analyst
Midland Loan Services
Overland Park, KS
01.2017 - 08.2018
Assisted with the completion of due diligence projects and lease reviews.
Maintained and updated loans on the Watch List.
Assisted the Covenant Department by completing 20 Debt Service Coverage Ratio tests weekly.
Mentored fellow employees on out of town inspections.