• Raised $200MM in debt & equity for owner-operators of commercial real estate
• Act as CFO for multi-investor partnerships; cap ranges from $20MM - $50MM
• Evaluate JV Agreements; assess IRR / Multiple returns
• Present deals to likely capital providers, negotiate terms, assist in due diligence and closing, develop marketing materials
• Interface directly with investors to present transactions and address questions regarding risks and returns

• Review commercial real estate loan for inclusion in CMBS securitizations
• Perform underwriting and credit analysis from initial loan submission through closing – cash flow analysis, sizing for proceeds, structure, borrower & tenant credit, market analysis, 3rd party report review
• Present transactions to internal credit committee; respond to b-buyer and rating age
• Wrote Policies & Procedures manual and trained team members on underwriting procedures

• Evaluate commercial real estate mortgages; assess asset quality, loan structure, borrower creditworthiness, and develop property-level cash flow in accordance with rating agency standard
• Oversee calculation of CMBS subordination levels for both investment-grade and conduit-quality assets; present findings to credit committee
• Analyze prospectus supplements and PSAs for structural changes, and assess their impact on subordination levels
• Promoted to Senior Director within 2 years

• Develop 10-year property-level cash flows using Argus software; review leases, assess market conditions, and develop leasing and discounting assumptions
• Establish value, marketing price, and disposition strategy for commercial real estate assets
• Develop marketing materials and assist buyers in due diligence and closing

• Calculate risk capital exposure and monitor position limits of $15B CRE portfolio
• Developed models to quantify risk associated with a variety of real estate positions including CMBS, first mortgages, equity, preferred equity, mezzanine, and construction debt