Summary
Overview
Work History
Education
Skills
Additional Employment History
Professional Memberships& License
Timeline
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Keyshannia Jackson

Charlotte,NC

Summary

Diverse senior business professional with an array of experiences and knowledge helping organizations achieve their goals in any environment. Excellent interpersonal skills, enthusiastic, energetic, well-rounded, technically savvy, results-oriented, capable of working cross functionally with various departments to achieve the desired results for the company and the client. Superb writer who is able to deliver the desired results; manage deadlines and utilize effective listening skills. Seventeen years of client relations experience coupled with ten years of banking to include eight years in commerical real estate. Four years of applying strategic human resource experience in the following areas: human resource management, employee skills analysis and testing,recruiting, payroll and benefits.

Overview

13
13
years of professional experience

Work History

Portfolio Manager

SitusAMC
New York, NY
05.2022 - Current
  • Manage 70+ commercial loans overseeing over $400 million in assets while assisting the asset manager with tasks to ensure the loans are meeting expectations set forth by the loan documents.
  • Daily tasks include reviewing open receivables and unapplied funds report, account reconciliations, post advances, create new reserve accounts, updating modifications, releasing disbursements, loan document analysis and etc.
  • Performed waterfall manager functions for 8 months to include processing payments, closing accounts, and adhering to the rules of the cash management agreements.
  • Complete audit requests: calculate approximate interest and carry amounts due on payment day.
  • Coordinate with the asset management team on reserve draw packages/analysis to include list of deficiencies, current reserve balances, and relevant issues that hinders release.
  • Manage research requests and support the asset management team in addressing third party, investor, or borrower inquiries.
  • Upon release of payoff request, review the payoff worksheet, submit the information to PQKR and post payoff transactions to the servicing system.
  • Train new team members on company procedures, policies, and team functions.
  • Work with the quality control team to gather final executed documents for compliance.

Wholesale Loan Administrator

Wells Fargo
Charlotte, NC
08.2019 - 05.2022
  • Responsible for portfolio and waterfall management of an $800 M+ portfolio.
  • Develop and maintain relationships with major banks (i.e., JP Morgan Chase, Bank of America, Goldman Sachs, BNY and etc.)
  • Perform daily cash management functions which include but not limited to maintaining accurate account balances, performing cash management research and resolving errors.
  • Monitor daily cash balances of 100+ commercial loans and act to ensure timely movement of disbursement of funds and cash activity in accordance with established controls.
  • Process mortgage payment for said loans on payment day.
  • Preparation of cash management monthly reconciliations and wire transfer confirmations to companies for the loans that we service.
  • Set up delivery instructions for ACH, wires, and monitor these activities.
  • Work with the asset management team to ensure the cash management account is being followed based on the agreements.
  • Coordinate the closing of the cash management and daca accounts.
  • Responsible for monthly bank fees analysis across all 100+ accounts.
  • Ensure appropriate signatures on certificates of authority for account holders.
  • Compile and access production data and intelligence in preparing reports of activity and cash needs to management or broader audience.
  • Respond to inquiries from internal and external customers, special servicers, auditors, and others as needed.
  • Supervise three analyst's workflows as well as maintain the cash managed loans assigned to me.

Commercial Loan Consultant

Wells Fargo
Charlotte, NC
01.2016 - 08.2019
  • Provide loan servicing to clients with properties of 5 million and above; portfolio included all CMBS loans.
  • Remain accountable for overall client satisfaction across the CMBS portfolio.
  • Well versed in commercial mortgage operations systems: strategy, FileNet, cats, reserves and financial database.
  • Make welcome calls to new borrowers and determined if they needed anything going forth concerning their loan.
  • Send out missing contact letters and w-9 letters to borrowers, audit confirmations, and verification of mortgages for outside companies.
  • Responsible for obtaining & updating new address changes from the borrowers.
  • Train co-workers on the state side as well as in India on companies' policies, procedures, and insurance calls.
  • Maintain a great relationship with clients to enhance the customer experience.
  • Partner with other departments on the team to make sure that the client's receivables are met, financial statements are gathered, distributions requests are sent, and all other account maintenance activities regarding satisfying the loan requirements.

HR-Retirement Advisor

Wells Fargo
Charlotte, NC
01.2014 - 01.2016
  • Function as the primary contact for retirement plans regarding day-to-day record keeping matters.
  • Proactively communicate with the clients regularly to evaluate and ensure delivery of optimal service, client satisfaction, and client retention.
  • Discuss products and services, and plan requirements with plan participants.
  • Assist participants with obtaining account information, enrollment questions, online access, execute transaction requests such as loans, distributions and fund transfers.
  • Promoted to retirement signature service representative which includes answering questions for more seasoned companies.
  • Educate participants on mutual funds, their performance, and asset allocations.
  • Train new employees on the companies' protocols and procedures.
  • Maintain quality rankings and superior client relation/management skills to ensure repeat business.

HR Advisor-Benefits

Mergis Group (Wells Fargo)
Charlotte, NC
01.2013 - 01.2014
  • Educating employees across the organization on important enrollment dates, change periods, effective dates, qualifying events, and all other things related to benefits.
  • Assist with new hire orientations and new hire onbaording as it relates to benefits.
  • Train team members how to navigate the system to access their benefit information for enrollment.
  • Building and maintaining relationships with health and retirement plan providers.
  • Entry and documentation of claim cases; verifying employees' information in peoplesoft.

Adjunct Professor

Medtech College
Marietta, GA
01.2012 - 01.2013
  • Developed and implemented course syllabi, lesson plans, and assessments.
  • Design course curriculum for instruction.
  • Facilitated active learning through class discussions, group activities, and individual projects.
  • Provided constructive feedback on student assignments to promote student success.
  • Evaluated student performance using appropriate assessment techniques and provided timely feedback.

Human Resoure Staffing Analyst

Staffmark(HomeDepot)
Atlanta, GA
01.2011 - 01.2012
  • Conducted telephone interviews using a behavioral assessment to identify candidates that would successfully contribute to the mission and goals of the organization.
  • Delivered weekly matrix goals and contributed to more than 200,000 associates hired.
  • Prepared next step packets to process for new hire packets.
  • Responsible for database management by keeping highly confidential and proprietary information.
  • Partner with retail leadership to make staffing recommendations, coordinate face to face interviews, and candidate testing.
  • Release applications from the database for store managers in an accurate and timely manner using aims.
  • Maintained superior ratings in a highly structured environment.

Education

E.D.D.(In progress) - Educational Leadership

University of Phoenix

M.A. - Human Resources Development

Webster University
Jacksonville, FL

B.A. - English/History

Clemson University
Clemson, SC

Skills

  • Finance/Banking
  • Commercial Real Estate
  • Portfolio Management
  • Cash Management
  • Record Keeping and Data Management
  • Computer Operations (Word, Powerpoint, Excel, Outlook)
  • Training and Development
  • Recruiting and Interviewing
  • Curriculum and Instruction
  • Instructional Design
  • Research, analytical, and problem solving
  • Cross-functional team collaboration

Additional Employment History

HomeDepotSitusAMCResourceMergisdaca
  • Support Teacher, CMS Schools, Charlotte NC 2008-2011
  • HR Administrator, Convergys, Charlotte NC 2007-2008
  • Loan Consultant, (Mentor 4)Wachovia, Charlotte NC 2006-2007
  • Customer Solutions Agent, First Coast Service Options, Jacksonville FL 2005-2006

Professional Memberships& License

  • Phi Alpha Delta, SHRM, Who's Who
  • North Carolina Real Estate License (319025)

Timeline

Portfolio Manager

SitusAMC
05.2022 - Current

Wholesale Loan Administrator

Wells Fargo
08.2019 - 05.2022

Commercial Loan Consultant

Wells Fargo
01.2016 - 08.2019

HR-Retirement Advisor

Wells Fargo
01.2014 - 01.2016

HR Advisor-Benefits

Mergis Group (Wells Fargo)
01.2013 - 01.2014

Adjunct Professor

Medtech College
01.2012 - 01.2013

Human Resoure Staffing Analyst

Staffmark(HomeDepot)
01.2011 - 01.2012

E.D.D.(In progress) - Educational Leadership

University of Phoenix

M.A. - Human Resources Development

Webster University

B.A. - English/History

Clemson University

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Keyshannia Jackson