Director,
Loan Administration - Portfolio Reporting & Analytics

Kansas City

Current Role

In her role as the Director of Portfolio Reporting, Carrie is responsible for developing and providing reports required by investors, as well as, assisting in developing risk management metrics and supporting clients for all ad hoc reporting and data requirements. This includes providing the standard periodic, as well as, ad hoc investor reports for life insurance companies, specialty finance companies and CMBS issuers (CMSA reporting). Carrie also oversees Operational Services which is responsible for loan conversion, payment processing, lock box administration and customer service. Carrie reports to Dean Wheeler, Executive Vice President, Loan Administration.

Joined Cohen Financial in November, 2007

Past Experience

Over 14 years experience in commercial real estate finance

Carrie spent over 9 years at Midland Loan Services in various roles with increasing responsibility in the areas of accounting, investor reporting, cash management, surveillance and account management. She most recently was the Account Manager for several CMBS and third-party loan servicing clients, responsible for negotiating agreements and loan documents, supporting borrower requests and providing clients with a single point of contact for all operational and investor reporting needs.

Education

MBA in Commercial Real Estate Finance from Kansas State
   University (Manhattan, Kansas)
BS in Agri-Business from Kansas State University
   (Manhattan, Kansas)

Other Affiliations

Cohen Financial is a member of the Mortgage Bankers Association, the National Multi Housing Council, and the CRE Finance Council (Formerly CMSA).