Mitchell Anderson

• Researched investor guidelines and kept up to date on program changes that affected loan processing or origination.
• Responded promptly to customer inquiries regarding their accounts or other matters related to consumer lending operations.
• Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
• Action and resolve triparty reconciliations on par holdings and interest accruals for client funds/portfolios with the client, an auditing institution, and self-produced reporting.
• Act as custodian for numerous clients, ensuring all fundings are sent out timely for any deal closings, new borrowings, etc. Furthermore, validate and apply cash accordingly. Once verified, handle money movement between client DDAs.
• Perform daily maintenance and record-keeping for syndicated bank loans held in various mutual fund and other structured portfolios for various clients. Examples include, but are not limited to, the following: processing rollovers/rate sets, processing principal payments (unscheduled and/or due to the amortization schedule), processing restructures, processing trade booking, settlement, fee input, etc. (Most loan tracking is done through 'Wall Street Oasis'; however, I also track portfolio principal activity and pricing through 'Multi-currency Horizon.')}
• Ensure ledger entries are made accurately. Ledgers broken out by income type, such as Fees, Interest, and Principal.
• Created ad-hoc financial reports as requested by senior management team members.
• Collaborated with external partners to complete audits.
• Developed training materials for staff members on operational procedures.

• Reconcile monthly accruals and create ad hoc financial reports for client utilization
• Responsible for reconciliations, balancing and publishing of cash ledgers, as well as issue research and resolutions
• Executed Key Performance Indicator reports on a bi-weekly basis to discuss current and upcoming agenda with UBS
• Managed a team varying from 3 to 6 members to ensure all scheduled and daily activities were actioned by the end of day
• Responsible for managing client deals and serving as the liaison between cross-functional teams.

For all UBS North America's agented, syndicated loan deals.

• Performed data analysis that complies with SOX requirements on over 20,000 lenders and more than 160 borrowers for the Shared National Credit report.
• Managed UBS’s Syndicated Ledger of $55 billion and was responsible for managing the cash inflow/outflow of over $60 million monthly and over $300 million quarterly, while adhering to each Syndicated Credit Agreement.
• Set up and maintained new lenders, borrowers, bank deals, and assets in WSO Agent (including, but not limited to, analyzing and extracting key metrics from credit agreements to be inputted into WSO Agent, aiding in monitoring the vetting status of lenders, and overseeing and maintaining the precision of trade processing).
• Lead client calls to discuss prospective investment deals and future amendments affecting investors' cash flow.
• Reporting – ran and manipulated standard reports; created new reports; worked with the consulting team to scope custom reports; quality-checked the efficiency of automated reports through manual/cross analysis.
• Specialize in providing syndicated loan agents with financial analysis services to maintain and monitor debt, funds, and loan equity investments.

• Performed necessary tasks that are essential to the day-to-day grind, such as data entry, including the entry of lender/borrower SSIs, tax information, and the entry of executed/settled trades into WSO Agent, and processed simple cash flow activities such as principal payments or borrowings.
• Research credit agreements to ensure proper setup of loan tracking.
• Run automated, client-specific reporting, and execute a secure upload to SFTP.
• Responsible for being a readily available resource for client needs.

• Responsible for collecting. manipulating/converting. importing. And validating secure data pertaining to several portfolios that deal with a multitude of accounts, as well as large sums of money.
• Experience with Excel, CollectOne, and Crystal Reports.
• Experience with data encryption/decryption, SFTP's, and FTP's.
• Worked out of multiple servers, and performed basic coding operations pertaining to frameworks and queue managers.
• Cooperated with multiple department heads in order to ensure the successful validation and completion of functions.
• Demands the ability to effectively multi-task and maintain intense attention to detail for long durations.