Accomplished Professional offering and impressive track record in Commercial Real Estate andCorporate Finance providing construction financing and corporate loan s across the west coast..Acknowledged as a top-performer in key client relationship management and a driving force in assetorigination. Skilled in leading the development of project financing through astute financial modeling.Experienced in analyzing financial loans and assessing risk, building and implementing risk managementstrategies and asset management protocols. Recognized for song negotiation skills and ability to fostercollaborative relationships with clients, external consultants, legal professionals, loan committee andregulatory authorities.
Project Entitlement/Planning § Portfolio Asset Management § Client & Broker Development
§ InvestorRelations/Presentations § Loans & Acquisitions§ Underwriting § Loan Modeling/Structure
§ Construction Budget § Cash Flow Analysis § Loan Negotiation
§ InternationalFinance § Due Diligence
U.S. BANK, SECURITY PACIFIC BANK
Accounting, Cash Flow Analysis, Income Property Analysis, Stress Underwriting
UNIVERSITY OF WASHINGTON, Seattle, WA & BELLEVUE UNIVERSITY
Coursework: Accounting, Economics, Finance
Real E State License – California
Real Estate Asset ManagementIncome Property Commercial Lending
Play a key leadership role driving business forward through the provision of astute loan portfoliomanagement. Apply detailed market knowledge, financial dexterity and exemplary analytical skills toforecast cash requirements, and evaluate market sales and rent comparables. Drive new businessdevelopment through a variety of strategies including continuous networking and speaking at conferences.Conduct on-going research to remain up-to-date on trends, brokerage community, regulations andrequirements.
Conduct detailed exploration of new investments and loan opportunities, underwrite properties developmodels for alternative zoning and uses.
Prepare and present models for joint ventures, investor waterfall and preferred returns, illustratingalternative acquisition strategies.
Expertly manage asset portfolio monitoring findings and providing risk analysis and justification.
Continuously monitor processes to identify improvement opportunities and lead due diligence.
Manage and provide support to all new loan processing, including underwriting, monitoring closingprocess, approval of loans, along with obtaining funding and hiring third party consultants.
Devised new investor packages, private placement memorandums, assess joint venture and newinvestments.
Prepare warehouse line models and negotiate external financing with various banking institutions.
Refined and improved processes including implementation of new underwriting models, due diligenceformat, construction underwriting and draw procedures and streamlined tracking systems.
Successfully applied strong business acumen, relationship management and negotiation skills to achieve$60M new asset generation/loan production
Successfully completed formation of a private real estate firm specializing in distressed real estate,renovation and new developments. Steered strategic planning and implementation inline with corporatevision and objectives, directing underwriting and approval of all real estate acquisitions. Led developmentof financing proposals, entitlement and construction plans. Formulated all projections and budgets andreports including variance analysis. Project managed home and property development from purchase,through renovation to sale, including hiring architects and engineers and obtaining titles and permits.
Constructed detailed acquisition recommendation packages including financial and market justifications.
Oversaw implementation of entitlement requirements, plans and permits for construction, together withmanaging construction bid and engaging general contractors.
Proficiently managed investor portfolios ensuring accuracy and currency of data and information.