Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lee Anne Whalen

Aiken

Summary

Financial service professional with extensive experience in commercial real estate, loan administration, and portfolio management. Expertise in asset management and strategic process improvement, focusing on optimizing loan portfolios and ensuring regulatory compliance. Proven ability to drive operational efficiencies and enhance business strategies, resulting in consistent growth and profitability. Strong leadership skills demonstrated through effective communication and successful client relationship management.

Overview

25
25
years of professional experience

Work History

Senior Vice President, Portfolio Management

SitusAMC
Plymouth Meetiong
02.2021 - 02.2025
  • Built top-performing teams by training in areas of expertise and through effective coaching and mentoring.
  • Strategized and implemented plans to transform and revitalize operations, capitalizing on emerging industry trends.
  • Implemented strategic offerings to enhance company's suite of products and services.
  • Facilitated communication between internal teams by organizing monthly meetings and seminars.
  • Led cross-functional teams in the implementation of innovative projects across multiple divisions.
  • Identified potential risks and developed contingency plans accordingly.
  • Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
  • Coordinated with leadership to develop and implement organizational strategies and promote progress towards business objectives.
  • Established key performance indicators to track progress against organizational objectives.
  • Hired, trained, and mentored staff members to maximize productivity.
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.

Vice President Portfolio Management

SitusAMC
Plymouth Meeting
11.2019 - 02.2021
  • Responsible for team mentoring, building team dynamics and support to ensure growth and services are completed at the highest level.
  • Ensure compliance regulations both internal and external were followed.
  • Provided my services to guide various team over various portfolios to reach the maximum potential with minimal issues.
  • Provided oversight of all departments in order to ensure smooth operation of daily activities.
  • Hired, trained, and mentored staff members to maximize productivity.

AVP Client Relations

Berkadia Commercial Mortgage LLC
Ambler
02.2008 - 11.2019
  • Manage and oversee the day-to-day activities of a team in the Client Relations Agency Portfolio.
  • Extensive knowledge in bond loans, construction loans, Fannie Mae, Freddie Mac, securitized loans, and CMBS loans, as well as bank loans.
  • Monitoring of monthly and weekly reports to various clients.
  • Pledged to the development and growth of my peers on my team, in various offices.
  • Responsible for creating and reviewing reports, preparing and reviewing policies and procedures for the various processes, and making sure we adhere to the guidelines for both internal and external clients.
  • Review loan documents for accuracy, and to ensure that we can meet the standards of the lender from a servicing aspect, as well as maintain the expectations of our clients.
  • Ensure we are adhering to the reporting requirements within the documents.
  • Oversee internal and external compliance audits on an annual and semi-annual basis.
  • Work with various groups and departments within the company to ensure we perform excellent customer service.
  • Head up our Construction Administration Group where I am currently working as the liaison between mortgage banker, borrower, funding entity and third-party vendors to ensure the projects are being monitored as per the guidelines of the Agency and Industry Standard and Berkadia standards.
  • Monitor all draws for completeness, accuracy and compliance within the loan documents.

Construction Loan Administrator

Willow Financial Bank
01.2006 - 02.2008
  • Responsible for monitoring of 120 construction loans.
  • Reviewing the closing packages, creating and monitoring budgets.
  • Engaging third party inspectors for property inspections.
  • Ordering and review all bring downs from title company.
  • Review projects to ensure all progress was moving forward and that construction was not having issues and if so would reach out to project manager to discuss delays of the project.

Construction Loan Administrator

Republic First Bank
01.2004 - 01.2006
  • Responsible for monitoring of 50 construction loans.
  • Reviewing the closing packages, creating and monitoring budgets.
  • Engaging third party inspectors for property inspections.
  • Ordering and review all bring downs from title company.
  • Review projects to ensure all progress was moving forward and that construction was not having issues and if so would reach out to project manager to discuss delays of the project.

Loan Documentation specialist II

PNC Bank NA
01.2000 - 01.2004
  • Responsible for review of loan closing packages to create and assemble the loan documents that would be executed to borrower for constructions, permanent, municipality and governmental loans.
  • Monitor packages to ensure information is correct and within governmental guidelines.
  • Review financial information for accuracy within the package.

Education

Some College (No Degree) - Elementary Education

Millersville University
Lancaster, PA

Some College (No Degree) - Banking and Finance

Bucks County Community College
Bucks County PA

Skills

  • Regulatory compliance
  • Operational efficiency
  • Customer service
  • Effective communication
  • Coaching and mentoring
  • Operational leadership
  • Staff management
  • Team fostering
  • Proficient in Excel, Word
  • Decision-making
  • Proficient in ACTIVTrak
  • Proficient in Enterprise
  • Proficient in Microsoft
  • Team building
  • Computer proficiency
  • CMS I Certified
  • CMS II Certified
  • Cross-functional collaboration

Timeline

Senior Vice President, Portfolio Management

SitusAMC
02.2021 - 02.2025

Vice President Portfolio Management

SitusAMC
11.2019 - 02.2021

AVP Client Relations

Berkadia Commercial Mortgage LLC
02.2008 - 11.2019

Construction Loan Administrator

Willow Financial Bank
01.2006 - 02.2008

Construction Loan Administrator

Republic First Bank
01.2004 - 01.2006

Loan Documentation specialist II

PNC Bank NA
01.2000 - 01.2004

Some College (No Degree) - Elementary Education

Millersville University

Some College (No Degree) - Banking and Finance

Bucks County Community College

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Lee Anne Whalen