Summary
Overview
Work History
Education
Skills
Certification
Timeline
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LISA DAYS

Euclid,OH

Summary

Experienced Asset Manager holding degrees in accounting and urban planning, with extensive work history in asset management, mortgage underwriting and loan coordination across various states complemented by certifications and active community involvement.

Overview

42
42
years of professional experience
1
1
Certification

Work History

Asset Manager

National Equity Fund
11.2004 - Current
  • Analyze and assess the performance of Low-Income Tax Credit Housing in Alabama, Florida, Maryland, Ohio, South Carolina and West Virginia.
  • Conduct property sight visits and file reviews.
  • Implement strategic plans and property goals.
  • Approve annual budgets and analyzed tax returns and audits.

Internal Asset Review Analyst

Citizens Bank Formerly Known As Charter One Bank
01.2001 - 11.2004
  • Instrumental in managing the bank’s Commercial Real Estate portfolio.
  • Analyzed and assessed the strengths and weaknesses of the borrower by assigning risk ratings.

Residential Mortgage Underwriter

Charter One Bank
01.1999 - 01.2001
  • Determined the risk involved for the lender by analyzing the borrower’s credit worthiness.
  • Evaluated the quality of the property.

Loan Coordinator

National City Bank
01.1996 - 01.1999
  • Underwrote, Processed and prepared closing documents for conventional, FHA and VA mortgage loan.
  • Analyzed and assessed the borrower’s creditworthiness and the quality of the propertyThe Principal Financial Group.

Claims Examiner

The Principal Financial Group
01.1995 - 01.1996
  • Examined and paid medical claims.

Personnel

US Navy Active Duty And Reserves
01.1984 - 01.1993

Education

Masters - Urban Planning, Design And Development

Cleveland State University
Cleveland, OH
01.2006

Bachelor of Science - Accounting

Capital University
Columbus, OH
06.2001

Skills

  • Budget analysis, credit analysis, Economics, Finance, Market Analysis, Real Estate, strategic planing, tax returns analysis, audited financial statements analysis
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Certification

  • Cuyahoga Community College-Medical Billing Certificate
  • Consortium for Housing and Asset Management-Asset Management Specialist

Timeline

Asset Manager

National Equity Fund
11.2004 - Current

Internal Asset Review Analyst

Citizens Bank Formerly Known As Charter One Bank
01.2001 - 11.2004

Residential Mortgage Underwriter

Charter One Bank
01.1999 - 01.2001

Loan Coordinator

National City Bank
01.1996 - 01.1999

Claims Examiner

The Principal Financial Group
01.1995 - 01.1996

Personnel

US Navy Active Duty And Reserves
01.1984 - 01.1993

Masters - Urban Planning, Design And Development

Cleveland State University

Bachelor of Science - Accounting

Capital University