Tara M. Moore
Allison Park,Pennsylvania
Summary
Resourceful professional with over 17 years of structured finance experience, specializing in financial reporting, trust accounting, and asset management. Proven ability to enhance financial processes and improve reporting accuracy. Committed to leveraging extensive expertise to drive organizational success.
Overview
28
28
years of professional experience
Work History
Senior Client Service Manager, V.P.
Bank of New York
Pittsburgh, PA
03.2008 - Current
- Manage portfolios of Collateralized Debt Obligation (CDO) products including CLOs, CFOs, Trust Preferred Securities, Custody, Asset/ Mortgage-backed Securities, and Credit Derivatives with over 1 billion of assets and cash in administration.
- Coordinate daily with our internal business partners to ensure both cash and par are fully reconciled, so we are meeting the needs of our clients.
- Work closely with auditors, and other third parties, to appropriately administer portfolio performance.
- Strong knowledge base of interpreting indentures, and analyzing legal and governing deal documents.
- Determine and prepare priority payment calculations, perform related payment activities, and provide payment information to outside auditing.
- Analyze and explain test results to internal and external business partners, and perform compliance testing regarding the composition and liquidity of asset portfolios.
- Proactively manage deals by understanding client and deal documents, and relating them to the deal status to mitigate risk.
- Coordinate the movement of funds, producing monthly investor reports reflecting various compliance tests and portfolio holding reconciliations.
- Audit, recognize, and resolve potential issues or credit risks that would impact the client or trustee.
- Manage client relationships to ensure satisfaction and retention.
- Successfully completed several new loan closings on CFO products.
Production Manager, V.P.
FIRST FRANKLIN FINANCIAL
Pittsburgh, PA
06.1998 - 12.2007
- Managed Wholesale loan closings in 50 states for 30 branches.
- Collaborated with senior management on strategies for future projects.
- Reviewed daily, weekly, and monthly status reports to ensure timely loan progression.
- Prepared monthly department budget goals.
- Successfully trained First Franklin Branches to ensure Compliance Regulations were met.
Education
California University of Pennsylvania
California, PennsylvaniaSkills
- Research document review
- Organization, prioritization
- Compliance and risk mitigation
- Interpersonal Communication
- Client relationship management
- Payment processing
- Portfolio management
- Compliance testing
- Effective communication
- Asset management
- Problem solving
- Attention to detail
Timeline
Senior Client Service Manager, V.P.
Bank of New York
03.2008 - Current
Production Manager, V.P.
FIRST FRANKLIN FINANCIAL
06.1998 - 12.2007
California University of Pennsylvania