Loan C

Lynne Boisrond

New York, New York *****

LinkedIn • 347-***-**** • *************@*****.***

AVP Portfolio Associate Profile

Experience finance associate with 13 years of track record ensuring client success

Expert finance professional with experience in loan and portfolio management. Managed daily loan and reconciliation activities using a variety of software systems. Maintain strong relationships with clients, colleagues across the organization to provide excellent financial services.

Accounts Reconciliation / Claims Management / Contract

Quantitative Analysis /Relationship Building / Project Management

Search Engine Optimization (SEO)/ Financial Reporting/ Problem Resolution

TECHNICAL PROFICIENCIES

Tools:

Microsoft Office Suite, Lotus Notes, Oracle, Montran, ACBS, Loan IQ, WSO, ClearPar, Midas, Midas Plus, Clientele, Bloomberg, CDO Suite,WSO, Scanit, Midanz, Razor, OTL, Quark Express, Omni Page, GPS Terms, File MakerPro, Lexis Nexis, Sun, Campus, StormQM, Swift

PROFESSIONAL EXPERIENCE

Senior Associate (Contractor) (04/2020– Present) SS&C Technology LLC., New York, NY

Manage a variety of responsibilities for loan management with WSO system. Provide daily operational support to SS&C GlobeOp clients engaged in a variety of investment products, but with a focus on the trading of primary and secondary bank loans, total return swaps and CLO’s. Processing Loans on Advent Geneva and full loan maintenance, including funding, paydowns, drawings and rollovers. Significate Interaction with SS&C GlobeOp clients, agent banks and other internal department (i.e.: fund accounting, operation, OTC operations and OTC pricing) relative to loan processing. Serving as informal resource for loan products to SS&C GlobeOp clients and internal departments.

Loan Associate (11/2017 – Present) ING Capital LLC., New York, NY

Managed a variety of responsibilities for loan management with Loan IQ system. Interpret terms of loans and translated build into the LoanIQ, analyzed and reviewed loan agreements and related documentation, reviewed and approve initial wires for bank closings. Handled syndicated administrative agent deals and bilateral deals, managed Loan Portfolio in multi-currency, commitment fee and interests invoicing, standby and Performance Letters of Credits (L/C) increases and decreases, open item reconciliation, audit requests, and due diligence for “special handling” and “special mention” clients. Serviced lending products including commercial lending, structural lending, and Construct deal structures in Loan IQ including amending existing deal structures. Review and approve transactions and loan processing.

Key Achievements:

I trained two people in the Philippines and created a processing manual for my trainees.

Senior Loan Analyst (Contractor) (5/2017– 11/2017) Lloyd’s Bank, New York, NY

Maintained daily loan activities using the ACBS system. Assessed the accuracy and performed due diligence for loans and standby L/C contracts by evaluating credit agreements. Reconciled due items and serviced lending products like L/C, commercial, and structured lending. Managed communication with clients and colleagues to ensure successful customer outcomes.

Key Achievements:

Captured operational activity data in systems including agent, bi-lateral, and syndicated deals, drawdowns, paydowns, SWIFT payment processing, deposit accounts, invoicing, principal, interest, and fee collection.

Verified daily processing activities for loan and L/C transactions performed by other Loan Administrators.

Senior Loan Administrator (Contractor) (4/2017 – 5/2017) Credit Industrial et Commercial, New York, NY

Managed loan tickets, new deals, loan termination, reconciliation, and letters of credit transactions. Maintained facility and loan repayment amortization schedules. Assisted in drafting, issuance, processing of standby L/C, prepared manual payment instructions, and arranged monthly/quarterly billings for customers with bi-lateral agreements. Maintained department files and control logs for loans and fund transfers.

Key Achievements:

Captured input, processes, fees, and sales data in BF Midas System.

Communicated with clients, colleagues, and Corporate/Treasury front offices to resolve issues.

Senior Loan Specialist (Contractor) (5/2016 – 11/2016) Deutsche Bank, New York, NY

Managed participation and bilateral loans. Processed re-pricings, repayment, fees, and amendments.

Key Achievement:

Executed duties on Loan IQ system.

Loan Associate (7/2014 – 4/2016) Natixis North America, New York, NY

Served in two department, Loan Closing and Loan Administration. Reviewed credit approval to ascertain whether all necessary corporate documents are obtained and pre-closing requirements are met. Worked with assigned legal counsel to make certain the loan approvals are received, and all pertinent points are understood by counsel. Assured all required insurance have been received and is in proper form. Reviewed Loan documentation and interpreted key structural issues of loan transactions, and completed call back procedures, and various compliance reviews. Assured documentations are executed properly prior to funding. Coordinated the hand off to credit operations for all legal documentation, financial reporting requirements and any post-closing, legal or credit documents. Assured required collateral are received and necessary liens and fillings are in order. Handled participation loans, bilateral loans, assignments, and secondary loan trading in the ACBS System. Administered rate setting notices, amendments, terminations, drawdowns, rollovers, and L/C draws. Disbursed funds to borrowers and participants, and collected funds for principal, interest, fees, and commissions.

Key Achievements:

Developed a process training manual for colleagues based out of Bangalore, India.

Reported daily position sheets about loan activities to traders.

Credit Administrator (10/2011 – 7/2014) Australia and New Zealand Banking Group, New York, NY

Reviewed credit approval to ascertain whether all necessary corporate documents are obtained and pre-closing requirements are met. Worked with assigned legal counsel to make certain the loan approvals are received, and all pertinent points are understood by counsel. Assured all required insurance have been received and is in proper form. Reviewed Loan documentation and interpreted key structural issues of loan transactions, and completed call back procedures, and various compliance reviews. Assured documentations are executed properly prior to funding. Coordinated the hand off to credit operations for all legal documentation, financial reporting requirements and any post-closing, legal or credit documents. Assured required collateral are received and necessary liens and fillings are in order. Managed active syndicated transactions for corporate investment and commercial banks, credit approvals, compliance requirements, settlement of assignments and secondary loan trading, overdue reviews, anomaly detection for high risk clients, and OTL Credit Queue. Processed and tracked monthly interest draws and legal loan documentation.

Key Achievements:

Reviewed and recorded documentation in Midanz, Razor, CDS, and ScanIt systems.

Monitoring trade systems for new trades and confirming trades.

Reviewed credit agreements and loan documentation for deal specific transfers.

Drafted, reviewed and transfer documents (including trade confirms & transfer certificates).

Liaised with Legal, Compliance, Credit, Trading Desks, Agency and Servicing teams to ensure necessary approvals are obtained, pricing and cashflows agreed, reconciled and settled in system.

Additional experience working as Portfolio Administrator at BNP Paribas, Loan Closer at Dexia Credit Locale, Senior Loan Administrator at Wilmington Trust, and Portfolio Administrator at BNP Paribas.

EDUCATION AND TRAINING

Master of Business Administration, Ashford University

Bachelor of Arts, Ashford University

Language English (Fluent), French (Fluent)

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