Tiffani McGann
Wexford,PA
Summary
Financial analyst with hands-on RMBS and CLO processing experience, including bond payment modeling, cash reconciliation, and transaction review. Builds payment models from issuer legal documents in Excel and supports accurate money movement, remittance, and servicing controls for finance and accounting teams.
Overview
1
1
Certification
5
5
years of professional experience
Work History
RMBS Financial Analyst
Wells Fargo
11.2006 - 10.2011
- Processed Residential Mortgage-Backed Securities (RMBS).
- Served as Calculation and Paying Agent for Institutional clients, as well as Agency Securities, Waterfalls, Bond Payment Calculation Agent, and Master Servicing.
- Built complex bond payment models from issuer legal documents language in Microsoft EXCEL.
- Handled Collateralized Loan Obligations (CLO) and leveraged loan finance facilities.
- Worked with issuers, asset managers, investors, bond holders, and regulatory agencies to provide services for a variety of alternative investment products including trustee and paying agent, portfolio administration for CLOs and other financing and investment structures, custodian for securities and bank loans, and syndicated bank loan administration.
- Processed and transmitted money movements associated with loan funding or security payments.
- Reviewed transaction activity for propriety and adherence to established controls and procedures.
- Reconciled cash movements to system or bank activity and provided remittances and correction information to servicers.
- Researched and interpreted all controlling legal documents as issues arise with collateral or bond payments.
Education
B.S. - Chemistry, Economics
Slippery Rock University
01-2006
Allegheny College
01-2004
Skills
- Microsoft Excel
- Microsoft Word
- Microsoft Power
- SQL
- Mathematics
- Finance
- Communication
- Customer Service
Certification
- FINRA - Securities Industry Essentials
- NASAA - Series 65
- Intuit Academy QuickBooks
- Intuit Academy - Tax Level 1
Timeline
RMBS Financial Analyst
Wells Fargo
11.2006 - 10.2011
B.S. - Chemistry, Economics
Slippery Rock University
Allegheny College