Business Execution Consultant, Risk Management, Financial Analysis

KRISTEN J ROBINSON

WAXHAW, NC PHONE 704-***-**** E-MAIL *******.*.********@*****.***

CORPORATE TRAINING / LICENSES

CIB Analyst Training Program (2005-2007), Financial Modeling, Bond Math, Corporate Management Training for Effective Leaders FINRA Series 7

RELEVEANT EXPOSURE / EXPERIENCE

4+ years in Middle Office Operations & Trade Support (CVA/Rates); 3+ years in CIB Model Governance (CVA) 14+ years in Fixed Income & Capital Markets, Proficient in Microsoft Office, Advanced Excel including GXL & VBA, Model Risk System (MoRS), SharePoint, JIRA, Tableau, Bloomberg, Calypso, Volcker PROFESSIONAL EXPERIENCE

WELLS FARGO SECURITIES Oct 2015 – Present

CIB Model Governance, Business Execution Consultant

Manage overall model processes for the Front Office CVA model inventory, including issues management, validation activity, risk and control self-assessment initiatives, project pipeline management and change control activity. Effectively advise and partner with key Stakeholders to ensure compliance with all model requirements and in accordance with the Model Risk Management Policy.

Provide first line risk management review and effective challenge for all CVA/XVA model related deliveries, including but not limited to model identification/risk ranking, development and testing documentation and model monitoring (adequate KPI identification).

Identify and drive implementation of process improvement initiatives to increase efficiencies and streamline existing operational processes; Reduce risk through standardized approaches and initiate collaboration with Stakeholders, Front Office Quants, Risk Analytics, Technology and Market Risk partners, as necessary to reach consensus.

Lead various weekly, bi-weekly and adhoc meetings with key Stakeholders and Senior Markets leaders; Create informative, concise & targeted material. Engage in various enterprise-wide initiatives (SA-CVA, FRTB, LIBOR transition) to maintain awareness and provide insight to the line of business and assist with execution efforts. Interest Rate Derivatives Middle Office, Assistant Vice President

Provided trade capture & support for the Interest Rate Derivative trading desks; products include Swaps, Futures, Swaptions, Cap/Floors, and Exotics.

Directly responsible for managing trade metrics, daily trade reconciliations, Regulatory Reporting, risk identification & mediation.

Develop and implement operational procedures to mitigate risk, resolve inefficiencies & streamline existing processes, continuous testing and validation of code and process changes.

Daily Collaboration with multiple business partners including Trading, Sales, Finance, Technology, Compliance, Operational Risk and Market Risk

Credit Products, CVA Middle Office, Analyst

Provide trade support for the Credit Valuation Adjustment desk; Trade capture for CVA charges and hedges, default processing and cash settlements, and calculate Greek based PL explains encompassing interest rate products, commodities products and long-dated international products.

Construct, monitor, and maintain credit curves on a daily basis using observable market data. Calculate PL and risk impact for grade changes and other what-if pricing scenarios.

Generate and reconcile daily P/L statements for the Desk, Finance, and Risk utilizing quantification through Greek-based attribution and risk limit reporting thresholds.

Directly responsible for daily Volcker reporting and attestation for CVA PL explains; collaborate with various internal teams for successful execution of industry initiatives; ongoing development/implementation of operational procedures FAIRVIEW REAL ESTATE SOLUTIONS Oct 2014 – Aug 2015 Commercial Mortgage-Backed Securities Underwriter, Associate

Performed & maintained valuations on underlying collateral for a portfolio of commercial mortgage-backed loans; Provided analysis and support to various third-party investors, B-Piece buyers.

Analyzed current market/submarket data, recent sales comps, and property level information including rent rolls, cash flows, broker activity and available news media related to the specific property and/or Borrower.

Monitored a portfolio of securities to promptly identify risks associated with underlying loans and determine potential losses at maturity & impact to the Trust/bond holders.

KRISTEN J ROBINSON

WAXHAW, NC PHONE 704-***-**** E-MAIL *******.*.********@*****.*** ELEVATION Sep 2012 – Jan 2014

Data Coordinator

Designed multi-layer reporting system to provide high-level view of performance & trends across the platform. Streamlined existing procedures & reporting processes through automation of existing reports & migration to web-based forms. Reviewed existing reports & maintained organization’s database to ensure accuracy & integrity of data.

Assembled and developed Data Team for largest campus within organization’s footprint. Created and Managed reporting team including role development & training. Provided ad hoc reporting for all Senior Leadership. WELLS FARGO BANK, WHOLESALE BANKING Nov 2009 – Jul 2012 Commercial Real Estate Services, Senior Credit Analyst

Managed portfolio of CMBS loans totaling approximately $8.1B. Monitored performance of existing loans and underlying collateral in accordance with loan covenants; functions included analysis of operating statements, rent rolls, borrower financial statements and loan covenants to proactively identify & mitigate potential risks to the Trust.

Prepared approval packages, transfer recommendations, and various consent requests in accordance with Pooling and Servicing Agreements; Updated/maintained current loan information on a monthly basis for investor reporting.

Served as point of contact for borrowers, rating agencies, legal counsel, controlling class representatives, special servicer & various internal groups within the platform.

REGIONS BANK Feb 2008 - Jul 2009

Commercial Real Estate, Credit Underwriter/Relationship Manager

Managed existing CRE portfolio of short term, bridge loans for clients within local market including land development and commercial construction loans. Reviewed monthly draw requests and site inspection reports in accordance with approved construction budget and loan agreement.

Analyzed credit quality of existing and prospective commercial borrowers. Evaluated industry and business risks associated with credit requests. Reviewed financial strength of Guarantors relative to loan covenants and borrowing base. Responsible for retaining and strengthening current relationships while seeking to develop new business. WACHOVIA SECURITIES, CORPORATE & INVESTMENT BANKING May 2002 – Feb 2008 Real Estate Capital Markets - CMBS Originations

Primary functions included preliminary collateral analysis, loan sizing and initial loan structuring, ordering third party reports, collection of all required due diligence materials from the borrower, rate locks, review of third-party reports including site inspections, appraisals, PCR and Environmental reports and preparation of the funding package for closings.

Primary point-of-contact for borrowers, internal personnel, outside council and vendors. Fostered strong working relationships with clients, third party vendors, legal counsel, senior management, and credit personnel. Corporate Investment Banking - Program Analyst – 2yr rotation within Real Estate Capital Markets

CMBS Sales & Trading - Responsible for daily tracking of key loan data and changes to current position for CMBS Desk. Reported daily monetary P&L implications of such changes to senior management; Maintained data integrity between origination and trading business systems.

CMBS Originations - Managed deal flow and loan closings for regional CMBS originations team. Primary functions included preliminary underwriting and collateral analysis, loan sizing, and initial loan structuring. Served as primary point-of-contact for clients, internal personnel, outside council and vendors.

CDO - Underwriter for client originated loans to be repurchased via credit facility; facilitated deal flow within CDO group; Analyzed market data, credit quality & collateral risks; prepared deal summary for approval by credit committee. Real Estate Capital Markets, Project Manager / Administrative Team Leader

Assistant for Managing Director of Real Estate Capital Markets: Handled highly confidential information on employees, compensation, HR matters, and business plans. Participated in various projects involving technology initiatives, industry regulations, internal audit, and business unit staffing. Monitored progression on multiple projects with firm deadlines.

RECM Administrative Manager (15-20 direct reports): Responsible for staffing, performance management, coverage coordination, training and individual career development; Interacted daily with business unit leaders to understand the specific needs of each group across RECM platform. Identified opportunities to improve overall efficiencies within the business unit while maximizing the value-added functions performed by administrative team. FORMAL EDUCATION

University of North Carolina Charlotte, NC Bachelor of Science, Business Administration Dean’s List: Spring 2000, Fall 2001

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