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Summary

Accomplished Professional offering and impressive track record in Commercial Real Estate and Corporate Finance providing construction financing and corporate loan s across the west coast.. Acknowledged as a top-performer in key client relationship management and a driving force in asset origination. Skilled in leading the development of project financing through astute financial modeling. Experienced in analyzing financial loans and assessing risk, building and implementing risk management strategies and asset management protocols. Recognized for song negotiation skills and ability to foster collaborative relationships with clients, external consultants, legal professionals, loan committee and regulatory authorities. 

Experience

2014Present

Director of Private Lending        

BOLOUR ASSOCIATES
  • Conduct detailed exploration of new investments and loan opportunities, underwrite properties develop models for alternative zoning and uses.
  • Prepare and present models for joint ventures, investor waterfall and preferred returns, illustrating alternative acquisition strategies.
  • Expertly manage asset portfolio monitoring findings and providing risk analysis and justification.
  • Continuously monitor processes to identify improvement opportunities and lead due diligence.
  • Manage and provide support to all new loan processing, including underwriting, monitoring closing process, approval of loans, along with obtaining funding and hiring third party consultants.
  • Devised new investor packages, private placement memorandums, assess joint venture and new investments.
20112014

Chief Financial Officer

MYRIAD FINANCIAL GROUP

Successfully completed formation of a private real estate firm specializing in distressed real estate, renovation and new developments. Steered strategic planning and implementation inline with corporate vision and objectives, directing underwriting and approval of all real estate acquisitions. Led development of financing proposals, entitlement and construction plans. Formulated all projections and budgets and reports including variance analysis. Project managed home and property development from purchase, through renovation to sale, including hiring architects and engineers and obtaining titles and permits.

  • Constructed detailed acquisition recommendation packages including financial and market justifications.
  • Oversaw implementation of entitlement requirements, plans and permits for construction, together with managing construction bid and engaging general contractors.
  • Proficiently managed investor portfolios ensuring accuracy and currency of data and information.

Education

20042008

Bachelors of Commerce

University of Georgia