Timothy Kraics
Asset Management- Portfolio Administrator
New York, NY
*********@*****.*** - 631-***-****
WORK EXPERIENCE
Portfolio Administrator
The Community Preservation Corporation - New York, NY - 2014-10 - Present
-Monitor insurance requirements for all assigned loans.
-Manage the loan portfolio to ensure compliance with loan documents and investor requirements.
-Receive, review and process requests for reimbursement for capital improvements from borrowers, as appropriate.
-Run escrow analyses for the assigned portfolio of loans annually or upon borrower request. Release surplus or adjust, as appropriate.
-Monitor and process loan payoffs in accordance with policy and procedure. Underwriting-Market Analyst
Boston Financial Investment Management - Boston, MA - 2012-10 - 2014-03 Prepare feasibility analyses and market studies of existing and proposed 4% and 9% LIHTC transactions nationwide
• Prepare Powerpoint Presentations for Pre-screening Committee Meeting to determine project feasibility
• Coordinate and provide GIS mapping information for presentations used by senior members of the Affordable Housing Group, utilizing DeLorme Mapping and STDB Demographic Data.
• Liaise between the Production Team, Asset Management Team and Accounting Team to close transactions in a timely and efficient manner.
• Review Due Diligence materials relating to the Underwriting and Closing of the Transaction. (Tax Credit Applications, Developer Market Studies, Developer Resume and Financial Reports, Site Plans, etc.) Junior Trader
New York Mercantile Exchange - New York, NY - 2008-09 - 2009-11
-Experience in both Crude Oil & Gold Futures and Spreads
-Confirmed and reconciled trades for one of the largest market-makers in the crude oil ring
-Verification of position reports at the end of each trading day EDUCATION
Bachelor of Arts in Economics
University of Southern California - Los Angeles, CA ADDITIONAL INFORMATION
Skills and Interests
Skills: MS Office (Excel, Word, Powerpoint), DeLorme Mapping, STDB Demographics, Strategy CS, Portal