Loan Administration and Operations

Tricia Murray

Apopka, FL *****

Cell: 410-***-****

******.******@*******.***

Summary

Motivated, personable business professional with a diverse background in finance and accounting operations. Extensive E2E experience with loan/lease process and documentation to include large structured transactions. Proven leader with the ability to develop individuals and promote team environment. Project Manager experience and knowledge of best practice policies and procedures, to ensure key controls. Flexible and versatile - able to maintain a sense of humor under pressure. Thrives in deadline-driven environments.

Skills

Result Driven Excellent Communicator Experience in finance contract drafting and negotiation

Computer Savvy Strong Leadership Ability Project Management

Quickbooks Experience Small Business Experience Coaching and Development of Team

Experience

Contract Administration/Accounting Operations, BciCapital Inc, Orlando, FL May 2016 – Jun 2020

A start up Equipment Finance Company in 2016 which developed into a $1 billion commercial/municipal/franchise lease/loan equipment finance portfolio. E2E experience with lease and loan transaction. Developed and implemented policy, procedures and internal controls to be regulatory compliant. Tested, implemented and customized the accounting software system - Aspire, continuing as system owner responsible for maintenance and testing. Responsible for accounting and operation servicing of lease/loan relationships from funding to maturity to include prefund audit, booking, client services, cash operations, contract maintenance, terminations, sales tax and property tax reporting. Responsibilities also included tax and business registrations initiation, maintenance and reporting throughout the US, AP review/ approval and facilitating regulatory audits.

Contract Administration/Accounting Operations, Bridge Funding Group, Hunt Valley, MD Feb 2015 to May 2016

Responsible for operational accounting and servicing of two finance entities during a merger that supported a $2 billion commercial/franchise equipment finance portfolio. E2E experience with lease and loan transaction. Area of responsibility encompassed all post funding service functions, client services, cash operations, terminations, contract maintenance, collections, covenant and compliance tracking and facilitating regulatory audits.

Contract Admin/Acctg Operations, SunTrust Equipment Finance & Leasing Corp, Towson, MD Feb 2005 to Sep 2014

Managed a team of 12, supporting accounting and operational servicing of commercial/municipal lease/loan relationships from documentation to maturity. Departmental responsibilities included client services, cash operations, terminations, booking, contract maintenance, prefund audit and workout/recovery. Managerial responsibilities included recruiting and developing team, creating and instituting policy and procedures, creating and maintaining SOX and key controls and facilitating regulatory audits

Education

University of Maryland - University College, Finance, Hyattsville,

Professional Affiliations

MdANG - C-130 Aircraft Operations NCO of the Year

US Air Force - Aircraft Maintenance NCO/SrNCO Academy

Tremper Farm HOA - President, Treasurer

Chesapeake K-9 Search and Rescue - Operations, Director of PR/Fundraising, Board Member

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