Director – Asset Management - JLL REAL ESTATE CAPITAL, LLC
(2024-01 - 2026-03)
- Led performance management, coaching/mentoring, and corrective actions for Asset Managers.
- Supported strategic planning initiatives to enhance asset management effectiveness.
- Partnered cross-functionally to implement operational and process improvements.
- Managed complex loan transactions, including assumptions, transfers of interest, modifications, easements, leases, and reserve/escrow disbursements.
- Served as primary escalation contact for lenders.
Director – Business Enablement - JLL REAL ESTATE CAPITAL, LLC
(2022-08 - 2024-01)
- Led process improvement, inspections, system support, and audit functions.
- Designed and implemented new inspection processes and procedures.
- Coordinated with cross-functional teams to develop and enhance system workflows.
- Collaborated with third-party vendors on system enhancements and defect resolution.
- Managed vendor contracts, negotiated pricing, and ensured timely delivery of goods and services.
Portfolio Manager - JLL REAL ESTATE CAPITAL, LLC
(2021-05 - 2022-08)
- Managed a third-party loan portfolio exceeding $8B in unpaid principal balance.
- Performed debt collection using strong negotiation and customer service skills to resolve outstanding balances efficiently.
- Acted as primary lender liaison for complex transactions, including assumptions, transfers, extensions, modifications, and payoffs.
- Reviewed and approved draw requests, covenant testing (DSCR, DY), lease analyses, and inspections.
- Provided mentorship, oversight, and performance reviews to Analysts and Asset Managers.
- Founded the Cash Management department, establishing standardized training and formal operating procedures.
Portfolio Manager (CMBS) - KEYBANK REAL ESTATE CAPITAL
(2016-01 - 2021-04)
- Managed a CMBS portfolio of approximately 500 loans totaling over $11B, supported by a seven-member team.
- Oversaw complex loan structures, including componentized securitizations, cash-managed, future funding, CLO, construction, and SBA loans (7a and 504).
- Reviewed and approved property management changes, leases, condemnations, payoffs, releases, reserve and construction draws, renovations, and Property Improvement Plans (PIPs).
- Partnered with department leaders to streamline workflows and implement servicing guidelines.
- Supported loan onboarding through collaboration with the Conversions Group.
- Managed 15Ga-1 quarterly inquiries and ongoing portfolio risk items, including delinquencies, maturities, watchlists, DSCR triggers, and escrow shortages.
Contract/Client Relations Manager - KEYBANK REAL ESTATE CAPITAL
(2011-04 - 2016-01)
- Negotiated new loan servicing/Pooling and Servicing Agreements.
- Partnered with Finance to evaluate pricing and deal profitability on conduit and SASB deals.
- Worked with Wall Street firms and Freddie Mac on new transactions.
- Managed repurchase (repo) agreements and depository account arrangements.
- Served as primary client contact and supported onboarding of new portfolios.
Portfolio Manager (Agency) - KEYBANK REAL ESTATE CAPITAL
(2010-01 - 2011-04)
- Co-managed Freddie Mac and Fannie Mae servicing operations.
- Reviewed and approved draw disbursements and inspections.
- Participated in quarterly loan reviews and Credit Committee meetings.
- Evaluated risk ratings and approved asset summary reports.
Portfolio Manager (Institutional) - KEYBANK REAL ESTATE CAPITAL
(2004-07 - 2010-01)
- Oversaw third-party, CDO, and on-balance sheet loan portfolios.
- Coordinated with Investor Reporting, Payment Control, Cash Management, and Conversions teams on new transactions.
- Negotiated servicing contracts and approved financial analyses, budgets, payoffs, reserve draws, and ARM changes.
- Led inspections, staff training, and performance reviews.
- Directed cross-department initiatives to improve quality and efficiency.
Lead Asset Administrator - KEYBANK REAL ESTATE CAPITAL
(2001-03 - 2004-07)
- Served as manager backup for HUD and portfolio loan servicing.
- Trained staff on HUD reconstruction, rehabilitation, and subsidized loan programs.
- Implemented procedural enhancements to improve departmental efficiency.
- Negotiated note extensions and loan modifications.
- Prepared participation certificates, inspections, financial analyses, and payoff calculations.
Midland Loan Services
(1999-08 - 2001-02)
Mellon Mortgage Company
(1996-08 - 1999-08)
