STEPHANIE DREWRY
Houston / Transitioning To Dallas Area,USA
Overview
13
13
years of professional experience
Work History
Agency Asset Analyst
CBRE Capital Markets, Inc.
Houston, Texas
09.2024 - Current
- Manage a $1.8 billion portfolio for multifamily bridge loans
- Oversee performance monitoring for a portfolio of multifamily loans, including quarterly financial statement analysis and review of third-party property inspections
- Track market and submarket trends across assigned regions, incorporating forecasts, macroeconomic analysis, and independent research for uncovered markets
- Monitor key loan milestones such as interest-only expirations, hedge expirations, and maturities, evaluating potential impacts to asset performance and risk
- Prepare and deliver recurring monthly and quarterly portfolio reports for internal stakeholders and lending teams
- Serve as a primary point of contact for loan producers and borrowers, coordinating with loan servicing partners to support client needs and requests
- Conduct agency-required property inspections in compliance with Fannie and Freddie guidelines
Sr Mortgage Loan Officer/Sales
C&T Mortgage, Inc.
Cypress, TX
02.2019 - Current
- Provide knowledge of loan products and services to meet customer needs and enable them to achieve their financial goals.
- Built buy vs lease financial models comparing ownership and leasing scenarios to evaluate cost, cash flow, and long-term value.
- Continuous prospecting and networking to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
- Manage all self-generated business and maintain a thorough follow up process.
- Demonstrate strong leadership skills by effectively managing multiple departments to meet deadlines.
- Exceeded sales targets by fostering strong client relationships and delivering tailored loan solutions.
- Identify the best loan options to meet the customers’ needs and present to the customer.
- Work closely with account executives to promote an array of products to attract and retain more clientele.
- Generated more than $80 million in volume through a combination of product expertise, strategic networking, and effective communication.
- Meet with referral partners to strategize on generating new business opportunities.
- Stay informed about industry-specific and product-specific regulations and guidelines.
- Experience in a variety of CRM applications.
Loan Officer Sales Assistant
Triumph Lending
Tomball, TX
10.2016 - 02.2019
- Assisted loan officers with the preparation of loan applications and related documentation.
- Coordinated with underwriters and other internal departments to ensure timely processing of loans.
- Maintained accurate and up-to-date records of all loan files and documentation.
- Provided administrative support to loan officers as needed, including scheduling appointments and managing calendars.
- Kept clients informed of the status of their loan applications and address any issues or delays promptly.
- Stayed informed about industry regulations and best practices to ensure compliance with lending standards and requirements.
Pipeline Development
Axiometrics
Dallas, TX
03.2013 - 06.2016
- Added, maintained, and edited properties in the Axiometrics database.
- Gathered, sorted, and compiled various pieces of information for weekly, monthly, quarterly, and annual reports.
- Utilized online tools to discover, verify, and add updates to past, present, and future products.
- Comparative analysis of historical and present information for utmost accuracy.
Education
Bachelor's Degree - Communications
Texas Tech University
Lubbock12.2012
Skills
- Time Management
- Loan Closing
- Financial Analysis
- Client Satisfaction
- Risk Assessment
- Problem-solving
- Critical thinking
- Account Management
- Business Development
- Compliance Oversight
Timeline
Agency Asset Analyst
CBRE Capital Markets, Inc.
09.2024 - Current
Sr Mortgage Loan Officer/Sales
C&T Mortgage, Inc.
02.2019 - Current
Loan Officer Sales Assistant
Triumph Lending
10.2016 - 02.2019
Pipeline Development
Axiometrics
03.2013 - 06.2016
Bachelor's Degree - Communications
Texas Tech University