Portfolio Manager and Commercial Loan Closing Manager, with extensive experience in the financial service industry area such as commercial and industrial, healthcare and CRE middle market. Manage existing accounts, Generate analysis of cash flows, collateral valuation, structure credit and write commitment letters and review legal documents, BSA/AML to ensure compliance. Close loan transactions and seamlessly fund and book loan closing packages and manage the team responsible for the daily work. Review and manage the pipeline and ensure service level agreements within the team are attainable.
Experienced business professional prepared for role of Closing Manager. Proven ability to streamline closing procedures and enhance operational efficiency. Highly collaborative, results-driven, and flexible to adapt to changing needs. Expertise in team leadership and process optimization.