Dynamic asset manager leveraging over 20 years in loan management and portfolio analysis to enhance team performance and drive asset growth. Successfully managed complex portfolios, utilizing advanced software tools to optimize the value of over 250 loans and ensure compliance with agency standards.
Overview
1
1
Certification
26
26
years of professional experience
Work History
Asset Manager
Walker & Dunlop
Overland Park
02.2026 - Current
Managed diverse real estate portfolios to optimize asset value and performance.
Oversaw management of 250+ Freddie Mac/Fannie Mae agency loans, ensuring optimal asset performance and compliance.
Reviewed agency property inspections for compliance with standards, contributing to risk mitigation and asset integrity.
Analyzed financial data, industry trends, and market conditions to identify opportunities for asset growth.
Utilized advanced software tools for data analysis and portfolio management tasks.
Used agency servicing platforms including Freddie Mac's PRS, DMS and CRT and Fannie Mae's MAMP
Prepared and issued Reservation of Rights letters to protect agency interests during transactions.
Assisted Transactions Group in writing and submitting a debt service release request to Freddie Mac
Account Manager III
KeyBank
Overland Park
11.2021 - Current
Oversaw management of 250 loan accounts, ensuring compliance and effective communication with stakeholders.
Acts as the main point of contact in matters relating to borrowers' concerns and needs.
Managed Freddie Mac loans, ensuring timely follow-up on borrower inquiries to maintain satisfaction.
Documented borrower transactions as Primary Servicer, including repair extensions and debt service reserve releases, to facilitate smooth operations.
Effectively worked with Freddie Mac, other primary servicers, master servicers, and special servicers on requests and approvals.
Review Freddie Mac property inspections.
AVP-Operations Production Support Specialist
Midland Loan Services, a division of PNC Real Esta
Overland Park
11.2000 - 10.2021
Led a team of 3-4 analysts over 7 years, driving project outcomes through effective supervision and mentorship.
Managed a portfolio of approximately 350 loans with high touch clients and complex loans with many levels of debt.
Cultivated relationships with external partners including rating agencies, investors, primary servicers, and special servicers to support operational objectives.
Facilitated user training sessions to improve system understanding and usage for an insurance client project, enhancing client satisfaction.
Created training materials and facilitated workshops to ensure staff was up-to-date on industry best practices.
Conducted training sessions for new employees to explain company processes in detail.
Documented processes and procedures for internal knowledge sharing.
Education
Bachelor of Science - Business Administration
University of Phoenix
Tempe, AZ
05-2013
Some College (No Degree) - Paralegal Studies
Penn Valley Community College
Kansas City, MO
Skills
Loan management
Portfolio analysis
Real estate analytics
Risk assessment
Financial statement review
Due diligence
Asset performance reporting
Attention to detail
Effective communication
Certification
Mortgage Banker's Association Multifamily Inspections Certification
Timeline
Asset Manager
Walker & Dunlop
02.2026 - Current
Account Manager III
KeyBank
11.2021 - Current
AVP-Operations Production Support Specialist
Midland Loan Services, a division of PNC Real Esta
Operations Manager/Senior Mortgage Loan Officer at First Equity Home Loan, Inc.Operations Manager/Senior Mortgage Loan Officer at First Equity Home Loan, Inc.