Summary
Overview
Work History
Skills
Timeline
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Savage Laxton

St. Louis,MO

Summary

Detail-oriented professional with expertise in project and time management seeking a dynamic position to leverage strong organizational skills and effective communication. Highly productive and efficient in task completion with a proven ability to prioritize workflow and manage complex schedules. Committed to improving office processes and fostering teamwork to contribute to team success.

Overview

11
11
years of professional experience

Work History

Portfolio Administration Associate Manager

Cushman & Wakefield
St. Louis, MO
02.2019 - Current
  • Managed and ensured the timely processing of received documents, accurately entering them into the Costar system for immediate utilization by internal departments
  • Reviewed and interpreted lease documents to ensure accuracy in billing and compliance with reporting requirements
  • Maintained ongoing relationships with landlords, addressing issues related to lease responsibilities, including repairs and replacements for billed items
  • Directed desktop audit process for invoices, operating expense billings, and reconciliations to ensure accuracy and compliance
  • Served as the primary point of contact for landlords, property management, and third-party vendors, facilitating effective communication and issue resolution
  • Exercised discretionary judgment in negotiating and resolving discrepancies with landlords, ensuring mutually beneficial outcomes
  • Established an automated payment system with a comprehensive tracking system for third-party vendors, reducing late fees and simplifying payment tracking
  • Developed a SharePoint platform to streamline client requests and document processing for cross-departmental efficiency
  • Created monthly reports for client review, highlighting upcoming deadlines, financial variances by location, and identifying missing data for portfolio analysis

CBSU AML Analyst

Citibank
O'Fallon, MO
09.2016 - 02.2019
  • Conducted individualized Enhanced Due Diligence (EDD) analysis of 'Know Your Customer' (KYC) information across various client types and scenarios, adapting to evolving resources and guidelines
  • Led a side project for Citi in Rescind Workflow/Processing, collaborating with team leads and upper management to allocate workload capacity effectively through daily reports tracking analyst availability and capacity levels
  • Accurately projected increased workload demands, successfully petitioned for and trained additional manpower, and was selected by upper management to oversee job shadowing between new and senior analysts
  • Identified potential issues with continued use of the existing database, presenting alternative solutions to streamline tasks and mitigate technological delays
  • Developed Windows-based visual aid instructions for peer analysts, enhancing workload prioritization and productivity by integrating operational shortcuts, links, and user-friendly reference pages
  • Developed an adaptable real-time tracker for file review prioritization and status updates, facilitating easy reference and improving the efficiency of review analysis timelines

Relationship Manager in Loss Mitigation

US Bank
St. Louis, MO
09.2013 - 09.2016
  • Effectively communicated with diverse stakeholders, including mortgagers, realtors, brokers, law firms, interoffice managers, and underwriters, to ensure all parties were updated on processing developments and to support surpassing investor benchmarks for loss mitigation approvals
  • Collected, analyzed, and verified income, assets, debts, cash flow, and credit history to determine the most suitable programs for each individual, utilizing relationships with resource providers, bank resources, policies, and investor guidelines
  • Conducted independent research on investor guidelines and coordinated with managers and negotiators to validate decisions while ensuring compliance with regulations
  • Leveraged job knowledge and critical thinking skills to assess decisions on loss mitigation files and communicated results to account owners, facilitating the potential readdressing of applications or the exploration of alternative solutions

Skills

  • Web-Based Research Expertise
  • Efficient Asset Recovery Techniques
  • File System Maintenance
  • Database Management
  • Drafting Legal Documents
  • Stock Management
  • Experienced with Microsoft Office Applications
  • Costar Proficiency
  • Effective Resolution Strategies
  • Client Relationship Management
  • Strong Team Collaborator
  • Autonomous Project Management
  • Strategic Project Planning
  • Accounts Receivable/Payable
  • Cross-Functional Teamwork

Timeline

Portfolio Administration Associate Manager

Cushman & Wakefield
02.2019 - Current

CBSU AML Analyst

Citibank
09.2016 - 02.2019

Relationship Manager in Loss Mitigation

US Bank
09.2013 - 09.2016

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Savage Laxton