Senior Financial Operations Professional

Oversaw the operational post-closing lifecycle of loan origination, ensuring files met investor guidelines and internal standards before delivery. Reviewed deal structures for operational and regulatory compliance, managed booking and monitoring of complex transactions, resolved loan-related issues and investor suspense items, and supported process improvements for new investment transactions.

Reviewed complex loan documents and supported deal closing with full compliance to bank loan policy and secondary market requirements. Managed risk across the loan lifecycle, resolved documentation gaps, maintained books and records, and collaborated with relationship managers and underwriters to secure required documentation.

Maintained a portfolio of active credit facilities, processed drawdowns, paydowns, and fee calculations, and supported internal partners with ongoing operational needs. Resolved cash breaks, reconciled interest, fees, and letters of credit, and submitted departmental metrics to monitor pipeline health and operational efficiency.

Supported the establishment of an offshore vendor team in India and provided training and development support. Reviewed and logged closing documents in Misys Loan IQ, coordinated borrower compliance reviews, and worked with law firms, administrative agents, and clients to secure closing documentation.

Performed daily, weekly, and quarterly cash and account reconciliation across multiple bank entities. Identified and researched breaks, made corrections, followed up on unresolved items, calculated productivity metrics, and supervised a vendor team as escalation point of contact.

Managed financial reporting and processed expenditure reports. Analyzed fund requests and monthly financials across accounting functions to ensure accuracy and compliance.

Partnered with clients to manage accounts, reconciled trades on a daily, weekly, and quarterly basis, prepared ad hoc reports, and served as point of contact for account maintenance.

Managed cash operations including adjustments, account reconciliation, balance and proof of cash, and credit/debit corrections.

Master of Business Administration with a finance specialization.

Bachelor of Science in Business Administration with a finance major.