![]() Analyzed loan data, documentation, and calculations per GAAP standards identified risks and recommended policies /procedures to correct deficiencies and improve performance. ![]() Guided lenders and staff regarding documentation, commercial loan booking, and underwriting compiled and stored credit and collateral files as per state, federal, and banking regulations. Processed final closing and distribution of paid loans and payoff demand statements. Oversaw a variety of Loan Servicing functions including Commercial, Real Estate, and Consumer loans. Created and maintained policies and procedures, regulatory compliance, and Sarbanes Oxley compliance documentation.Worked closely with funding and derivatives personnel in the formulation and execution of debt and derivatives strategies that support the bank's asset/liability objectives.Instrumented processes for the ongoing assessment of liquidity and marketability of portfolio holdings.Presented results, strategies, and recommendations to Bank and association senior management, ALCO, and the Board of Directors.Served as a voting member of the Bank's Asset/Liability Committee for establishing strategic objectives and managing the Bank's risk profile.Monitored the compliance of financial instruments with established policies, procedures, and regulations.Provided leadership to all trade execution and portfolio servicing activities including trade review, settlement, and documentation, corporate actions, cash, and collateral management across a range of products including bonds, swaps, and exchange-traded derivatives.Executed the investment operations and strategies of the bank streamlining portfolio structure, asset allocation, and risk profile. ![]() Educated senior management regarding portfolio management and liquidity. Established strategic initiatives to enhance liquidity, profitability while complying with asset/liability management objectives. Oversaw $5+ billion investment portfolio of complex fixed-income instruments including Collateralized Mortgage Obligations, Mortgage-Backed Securities, Asset-Backed Securities Hybrid ARMs, Corporate Debt, and Money Market Instruments.
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