CMBS Surveillance

Kevin E. Lawley

**** ******** *******, ********, ** 30144

Home: 404-***-**** Cell: 404-***-****

E-mail: *****.******@*******.***

Summary of Expertise

Commercial Real Estate Credit analysis Hands-on manager

Commercial Real Estate portfolio analysis Excellent communication skills

Creative Problem Resolution Efficient meeting facilitator

Technical enhancements and automation of Expert knowledge of CREFC industry

functional processes Six Sigma Champion

Commercial Mortgage Loan Servicing CREFC IRP Requirement

Financial Data Analytics Highly proficient in loan documents review

Managing global, virtual team

Commercial Mortgage Experience

Berkadia Commercial Mortgage, LLC (Successor to Capmark Financial Group, GMAC Commercial

Mortgage, CapMark Services, LP, AMRESCO Services, LP and EQ Services)

1994 – Present

Vice President Surveillance-Manager (2009-Present)

Directly manage staff of two AVPs and four Sr. Analysts in the United States and act as management

advisor for India surveillance team of 15 analysts. Responsible for overseeing the monthly watchlist

production on 500+ securitized portfolios, 16 FNMA portfolios, and 8 third party contracts: Total of 3,000 +

loans reported. Manage 2,000+ rating agency, CREFC investor, and other third party surveillance requests

annually on performing and defaulted commercial properties. Designed and implemented quality assurance

program for global surveillance team, resulting in a 96% positive quality rating. Designed and implemented

watchlist training program for the transition to India of full scale watchlist reporting. Extracted, analyzed

and reported performance information for monthly and quarterly senior management reports. Chaired

subcommittee in 2013 to develop new CREFC watchlist guidelines. Took over office management

responsibilities in 2012. Managed office relocation in 2014 including the disposal of assets, vendor

management, site identification, and site inspections.

Vice President CMBS Portfolio Management (November 2004 – 2008)

Team Lead for Commercial Real Estate Surveillance Team consisting of two supervisors and twelve

analysts in two U.S. locations. Loan portfolio types include CMBS, FNMA, and third party servicing. Due

to downsizing and reorganizations, responsibilities increased over time from individual contributor to team

lead. Acted as main liaison for India off-shore team. Developed and implemented several process

improvements resulting in greater cost efficiency by off-shoring watchlist responsibilities to India team.

Participated in several successful projects which include: development and revision of 40 policies and

procedures. Developed and implemented specialized portfolio performance review report. Developed new

employee procedural training manual. Conducted departmental and industry training sessions. Developed

and implemented portfolio weighting program for CMBS portfolios.

Assistant Vice President Portfolio Manager-CMBS Portfolio Management (July 2003 – November 2004)

Supervised staff for the property and loan surveillance of 24 Master-Serviced and Primary-Serviced CMBS

portfolios valued at over $10 billion. Monitored performing commercial properties using the CMSA

watchlist report, operating statement analysis, and occupancy analysis. Responsible for monthly monitoring

and preparation of defaulted loan net liquidation valuation reports to limit advancing exposure, utilizing

property information, appraisals and cash flow projections.

Kevin E. Lawley

Resume - Page 2

Portfolio Manager (Jan. 1998- July 2003)

Responsible for the daily management of nine CMBS portfolios with stated balances over $8 billion. As the

single portfolio contact, liaised with asset managers, rating agencies, borrower legal counsel, internal loan

servicing representatives, and outside servicing correspondents to resolve issues related to mortgage and

legal servicing requirements. Developed expert knowledge of commercial loan servicing, mortgage note

requirements, third party servicing contracts, credit ratings process, performing asset management, and

defaulted loan asset management. Served as asset manager for loan defeasances from start to closing with

team of legal counsel and accountants that resulted in the current industry-accepted legal documents used in

commercial mortgage loan defeasance.

Supervisor Investor Reporting Analyst (May 1996-Jan. 1998)

Trained and supervised three staff members in organizing, analyzing, automating, and reporting on loan

portfolios of private-securitized and Commercial-Mortgage-Backed Securities (CMBS). Position required a

thorough understanding of the CMBS industry, strong analysis skills, knowledge of various computer

systems, and strong customer focus. Position required expert knowledge of FNMA and CMBS investor

reporting requirements.

Senior Portfolio Accountant (April 1994-May 1996)

Recorded and reconciled daily general ledger account activity to McCracken-Strategy loan servicing system

on 10 CMBS portfolios. Researched loan servicing transactions across various departments to determine

disposition of general ledger reconciling items. Developed accounting procedures for the tracking and

reconciliation of servicing advances on CMBS portfolios.

Summary of Previous Employment

Harless & Associates, CPAs 1992 - 1994

Senior Accountant

Supervised small staff in the preparation of financial statements and business analysis for the purpose of

advising clients and preparing business tax returns. Managed the daily operations of client services,

including scheduling, billing, and collections.

1991 – 1992

Duggan & Massey, CPAs

Staff Accountant

Responsibilities included the monthly production of financial statements and various state and local tax

estimates for payroll and property taxes. Prepared federal, state, and local income tax returns for various

business types.

Crouse & Company, CPAs 1989 - 1991

Staff Accountant

Prepared accounting records for the purpose of completing financial statements and tax returns.

Computer Skills

Skilled in MS Excel; Proficient in MS Word, Windows, PowerPoint, McCracken-Strategy

Education & Certifications

Bachelor of Business Administration –Accounting, Georgia State University, 1989

Certification in Public Accounting (CPA), State of Georgia, 1991 (Voluntary Inactive License)

Member Mortgage Bankers Association and CREFC Council

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