Mason Addy
Farmers Branch,TX
Summary
Experienced global manager and leader with 16+ years in syndicated loan and private loan markets. Led four systematic updates, managing development, research, training, and operational guidance. Track record of successfully managing growing volumes, tripling within the past year. Organized and adaptable leader skilled in relationship-building, client management, training, and large data management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
20
20
years of professional experience
4
4
years of post-secondary education
Work History
Loan Reference Data Global Head
S&P Global (formerly IHSMarkit)
Dallas, Texas
1 2024 - Current
- Manage global team of 30 employees
- Managed six global managers
- Organized team under new leadership
- Strategic training plan to develop new leaders on team
- Cast vision of department and future goals within the team
- Manage open positions within team to move fulfillment forward
- Forecast headcount for current and expected volume metrics
- Worked closely with product team to create systematic solution for large data management
- Provided guidance to commercial strategy team and client management teams on data management
- Defined teams purpose and strategy to executive leadership
- Use reports to forecast volume and metrics for executive reports
- Present Loan Reference Data to prospective clients.
- Skilled at working independently and collaboratively in a team environment
- Worked well in a team setting, providing support and guidance
- Demonstrated respect, friendliness and willingness to help wherever needed
- Paid attention to detail while completing assignments
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations
Loans Reference Data U.S. and Maylasia Lead
S&P Global (formerly IHSMarkit)
02.2015 - 01.2024
- Manage global team of 8 employees in day to day operations of Loans Reference Data department
- Work with clients and internal departments on any escalations that arise
- Provide guidance to clients and internal departments on different ways to use loan data
- Coordinated with department heads to align lean initiatives with business goals, ensuring cohesive strategy across organization
- Engaged with frontline employees to understand their challenges and perspectives, leading to more effective problem-solving
- Collaborated with IT to develop and implement software solutions that automated key processes, further increasing operational efficiency
- Create and manage procedure manual for loan setup
- Map processes with technical team to drive efficiency
- Manage data integrity of 3 product databases
- Interpret 100+ data points for clients in Credit, Loan, and Security Agreements
- Work closely with 8 global team members in India
- Met production targets and tight deadlines by collaborating closely with team members
- Strategic planning to drive data quality and operational improvements
- Run Reports using SQL and Golden6
- Use reports to forecast volume and metrics for executive reports
- Present Loan Reference Data to prospective clients
- Implement large application initiatives for team such as AWS migration and client management systems
- Run metrics for management to find patterns in data quality
- Manage relationships with hundreds of clients and prospective clients.
Assistant Compliance Manager
EFG Companies
08.2012 - 02.2015
- Streamlined compliance processes by implementing efficient monitoring systems and tools
- Reviewed documents, files, transcripts, and other records to assess compliance and potential risk
- Managed team of 4 employees in day to day operations of Compliance Department
- Created client forms through Adobe InDesign and Adobe LiveCycle
- Filed and track new client forms for state form approval and lender approval
- Organized and managed 50+ different client forms
- Read forms in detail for format, grammar, and punctuation
- Researched state regulation changes that required changes to company products.
Senior Account Processing Compliance Coordinator
03.2009 - 08.2012
- Organized and maintained over 13,000 files in our database
- Administered increase from an average of 20 new accounts a month to 100 a month
- Supervised and created assistant account setup role for new employee
- Designed and implemented Microsoft CRM program companywide
- Oversaw wording adjustments of legal agreements if necessary
- Organized setup process and reports for efficiency.
New Accounts Compliance Coordinator
02.2006 - 03.2009
- Organized and maintained over 1,500 client files
- Reduced account setup time from 3 days to 1 day
- Finalized account setup, modification, and termination
- Maintained compliance on agreement structure and signature.
Office Administrator
Sungard SCT
08.2005 - 01.2006
- Ordered and tracked office supplies for employees
- Assisted with expense reports approval.
Performance Supervisor
ASAP Staffing and Consulting
03.2005 - 06.2005
- Interviewed and filled temp to hire staffing positions for clients
- Assisted with weekly payroll for approximately 200 employees.
Team Leader
Countrywide Home Loans
03.2004 - 03.2005
- Promoted to Team Leader in two months of hire
- Supervised a 100 agent call center and led a team of 15.
Education
Bachelors of Business Administration in Management -
Texas Tech University
Lubbock, Texas 08.1998 - 12.2002
Skills
Syndicated Loan expert
Volunteer Experience
- Carrolton-Farmers Branch Baseball Coach, 2017 - Present
- Parks and Recreation Board Member in Farmers Branch, TX., 2011 - 2016
- Small Group Leader Watermark Community Church, 2006 - 2008
- Married Group Leader Watermark Community Church, 2015 - 2022
- Camp Leader at Scottish Rite Hospital Hand Camp, July 2005
Timeline
Loans Reference Data U.S. and Maylasia Lead
S&P Global (formerly IHSMarkit)
02.2015 - 01.2024
Assistant Compliance Manager
EFG Companies
08.2012 - 02.2015
Senior Account Processing Compliance Coordinator
03.2009 - 08.2012
New Accounts Compliance Coordinator
02.2006 - 03.2009
Office Administrator
Sungard SCT
08.2005 - 01.2006
Performance Supervisor
ASAP Staffing and Consulting
03.2005 - 06.2005
Team Leader
Countrywide Home Loans
03.2004 - 03.2005
Bachelors of Business Administration in Management -
Texas Tech University
08.1998 - 12.2002
Loan Reference Data Global Head
S&P Global (formerly IHSMarkit)
1 2024 - Current
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