Financial Planning and Analysis

• Underwrite and close increasingly complex direct lend bilateral and/or syndicated asset-backed credit facilities to include mortgage warehouse lines, mortgage servicing assets and other mortgage related asset-backed and SPE collateralized credit facilities
• Spread financial statements, prepare accurate and timely risk ratings, and complete credit request presentations in compliance with CMFG and bank requirements acceptable to CMFG leadership and credit administration.
• Monitor the performance of assigned CMF Facilities to assess ongoing creditworthiness and anticipate opportunities as well as challenges
• Analyze existing portfolio to identify trends and opportunities. Analysis includes, but is not limited to, stress testing, forecasting, concentration analysis and macroeconomic evaluations.
• Provide Immediate communication of suspected credit problems or credit deterioration within assigned portfolio
• Develop deep understanding of market dynamics/industry trends through continuing education or other means
• Build strong understanding of the legal structures for each of the respective facility types offered by the group.
• Effectively utilize Bank reporting, record keeping and underwriting systems/tools to maintain accurate and timely portfolio level detail
• Prepare and present portfolio reports highlighting performance, financial metrics, and compliance with internal policies. Additionally, prepare ad hoc portfolio reporting as needed.

Associate Director – Corporate Mortgage Finance PM

Financial Solutions Advisor

FP&A Analyst II

Financial ERP Business Lead

Vice President – Subscription Finance

Associate – Subscription Finance