Experience

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  Wachovia bank

  Jan 2002 - Jan 2008

  Vice president - portfolio management

  Commanded a $12.1 billion CMBS portfolio, comprising more than 950 fixed rate loans. Analyzed, underwrote and presented all major lender consent issues to the Investment Committee for approval including major/anchor leases, parcel releases, material renovations, secondary financing requests, and loan assumptions. Assessed portfolio and loan risk, collected due diligence information, reviewed quarterly operating statements and guarantor financial statements. Acted as borrower’s primary point of contact. Managed client and banking relationships.Managed a team of 20 real estate professionals; Investment Committee member; authorized to approve disbursements up to $5 million. Show less

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  The housing authority of the city of charlotte, nc

  Jan 2008 - Jan 2013

  Senior asset manager

  Managed a 4,500-unit portfolio of conventional, LIHTC affordable and mixed-income apartment communities, and tax-exempt bond assets owned by the Authority in whole or through various partnership entities. Represented owner and general partner best interests with stakeholders, including Authority’s Board of Commissioners. Optimized operations by establishing policies and procedures for the newly formed asset management department. Enhanced communication and information dissemination as primary point of contact for investors, partners, and regulatory agencies. Performed acquisition due diligence, including underwriting and site inspections. Ensured compliance with operating and partnership agreements, loan and bond documents, and LIHTC and HUD restrictive covenants and regulatory agreements through meticulous oversight of property and file audits.Accomplishments• Oversaw the initial lease-up and compliance review of the first-year files for two rehab LIHTC senior tower apartment communities with 335 units. Initial lease-up was achieved within 60 days.• Integral member of the acquisition team underwriting the $4 million purchase of a 317 unit conventional apartment community being acquired for rehabilitation and repositioning within the market. Played a strategic role in developing the turnaround plan and long-term sustainability strategy. Show less

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  Alden pacific asset management, llc [formerly hunt pacific asset management]

  Jan 2013 - Feb 2016

  Vp asset management

  Represent owner’s interests with a variety of internal and external stakeholders with clear goals, sound judgment, and industry expertise. Responsible for a portfolio of 45+ affordable and mixed income properties containing 6,300+ units; manage a dynamic set of relationships, execute property and partnership performance evaluations, refinancing option analysis and underwriting, managing agent and general partner replacements, regulatory and program compliance oversight, and property and portfolio positioning to maximize financial performance and ensure successful delivery of tax credits.Accomplishments• Spearheaded the successful turnaround of a 160 unit LIHTC apartment community, under-performing due to mismanagement, resulting in a 17.4% increase in net operating income and the successful refinancing of the property.• Avoided potential loss of tax credits and a recapture event by identifying and resolving an HUD regulatory issue involving Section 9 Public Housing units.• Successfully refinanced three under-performing watch list assets, resulting in positive stabilized cash flow and the return to performing status and removal from watch list monitoring. Show less

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  Greenway residential development, llc

  Oct 2016 - now

  Vice president asset management