Prudential Checklist

 Complete financial, property management, and compliance performance of a complex investment portfolio in affordable housing located in distressed communities financed by Investor's equity, City Funds, and Muni Bonds ($350 million in investor equity)  Primary source of real estate asset management support for Construction/Legal Team, internal Finance/Accounting Team, Fund Management, Developers, Property Management Companies, NYC HPD, NYC HDC, HUD, and NYC CPC  Supervised partnership construction/lease-up process, ensuring benchmarks in partnership agreements were met; evaluated/execute timing-adjusters to reflect tax credit estimates; reviewed/approved management plan/property management agreement for new projects  Reviewed budgets, operating cost analysis, cash flow projections, and prepared upward and downward adjuster models, stabilized analysis, and return/risk models  Expedited receipt of quarterly income statements, balance sheets, and project risk ratings from the lower tier partnerships to institutional investors and government agencies  Prepared informative narrative watch-list reports on investment and compliance performance, problem resolution and workout strategies  Submitted recommendations related to equity transactions, capital call requests, use of operating/replacement reserves, refinancing/restructure proposals and approval of CPA cost certifications/audited financial reports, and tax returns (K1s) for investments/partnerships  Organized portfolio performance meetings with stakeholders, to discuss current/potential issues affecting the portfolio financial/compliance performance; participated in team initiatives to review investment proposals with city stakeholders, including local government  Evaluated risk management reports, construction loan performance, and development progress, ensuring investor's capital contributions were released IAW partnership agreements  Monitored investment financial performance and examined internal model performance to ensure closing projections remained suitable; documented and presented observations to model users and recommended action  Led joint site visits/asset inspections with investors, general partners, and governmental agencies, to assess the physical condition of the investments  Supported regional vice president in building and maintaining strong relationships with private business, community development organizations, and government agencies to develop investment opportunities LOCAL INITIATIVES SUPPORT CORPORATION 2007 – 2009 Grants & Government Contracts Analyst  Evaluation / implementation of LISC, Federal Agencies, and OMB budget policies to a $70 million portfolio of government contracts/grants  Specialized risk management and internal control support to 17 LISC local offices and national programs, to ensure that contracts/grants were spent in compliance with requirements for federal, state, and local government contracts  Designed / implemented database system for LISC's headquarters that allowed the company to track the engagement of consultants through the local offices via Internet Protocol, resulting in significantly saving cost and enhanced quality control