Consultant Resume Jersey City NJ - Hire IT People

PROFESSIONAL EXPERIENCE

Confidential, Paterson New Jersey

Consultant

Responsibilities:

Process daily transactions, Commercial real estate loans, perform account reconciliations, wire transfers, asset set - up, dividend
Postings, and produce internal and external reports including client statements.
Assist with the work flow between Trust Administration and Trust Operations.
Invoicing and collection of aged receivables.
Assist with regulatory reporting and departmental compliance, internal and external audits.

Confidential, Jersey City NJ

Consultant

Responsibilities:

Review Loan Agreements conditions on new deals and compose new deal document control sheet outlining expected major documents,wires,Ticklers and deposit of assets
Handle circulation of document control sheets to Front Office personnel
Assist with the review of final closing sets; prepare control sheets and submit for safekeeping
Maintain department legal file folders; shared drive folders; archive terminated deals

Confidential, NEW YORK NY

Analyst - Investment Bank

Responsibilities:

Translating Terms and Conditions in Credit Agreements into loan Portfolios in ACBS
Maintain customer records including administrative details, facility limits, letter of credit fees
Processing borrowing request arrangement of funding and payments,confirmation of margin changes
Investigating various deal closing issues with Agency Services, Syndications and Primary Closers
Acting as a liason between Agency Services, Credit Administration, Loan Administration and Treasury
Liason with Agents, internal, external clients based on various loan activity
Performed cash reconciliations, fees, amortizations for Loan Portfolios

Confidential, NJ

Analyst

Responsibilities:

Provided timely and accurate preparation and execution of Assignment and assumption, Agency Transfers, Participation Agreements and Novation Agreement Documentation for Fortis Bank and Confidential
Worked with external and internal counsel, Commercial real Estate Loans, Loan Trading, Middle Office and Loan Servicing
Maintained consolidated worksheet and transaction files, record funded, pending and closed transaction
Worked with the integration group to develop and integrate and launch Loan IQ Loan System
Managed two interns

Confidential, NEW YORK NY

Loan Analyst

Responsibilities:

Providing daily operational support for 30 funds and vendor such as Clearpar to settle LMA/LSTA par and distressed bank debt trades by executing trade confirmations, assignment agreements, purchase and sales agreements, pricing letters, funding memos, and other closing documents
Processed, maintained, and analyzed, 80 accounts utilizing agent notices, funding, paydown, fees, borrowing, rollovers, pricing, Intralinks and settlements of trades in Wall Street Office (WSO) & within our internal system Kondor, and Advent Geneva
Responsible for liquidation of portfolios, termination of trusts, reconciliation, processing corporate actions and reinvestment of distribution income & fees
Developed workflows, and procedures, that aided in the growth of the department by 30 percent
Worked with IT to integrate Wall Street Office, Advent Geneva and system maintenance & training of new staff

Confidential, NEW YORK NY

Analyst - Bank Loan Debt

Serviced 125 loan portfolios of syndicated, Agency Services, primary and asset based and Commercial Real Estate loans utilizing ACBS
Calculate trading formulas, such as delay compensation, paydowns, pricing, pro-rata splits, and cost of carry
Reconcile cash discrepancies for about 40 internal funds across many credits, apply funds based on principal and interest payments from the agent notices
Provide weekly reporting to upper management regarding the status of open trades
Worked with custodians, legal counterparts and lawyers to settle Primary within T+1, Par trades within T+7 and Distressed trades within T+20
Performed the function of Team Leader for the Bank Loan Group, helping to meet daily trade settlement goals; responsible for about 500 open trades

SKILLS

ACBS, Loan IQ, Wall Street Office, ClearPar, Geneva, IMMS, Intalinks: