Notable Projects


Company Project
Northern Trust Mortgage modification project
Northern Trust Mortgage file clean-up project
Northern Trust Built the mortgage rate sheet and APR calculation worksheet
Northern Trust Built the mortgage pre-qualification worksheet
Northern Trust Justice Department response project team member
Northern Trust Wrote Northern's first guide to HMDA
Northern Trust Built the consolidated mortgage file room
Northern Trust Developed the mortgage pricing model
Northern Trust Built mortgage portfolio reports
Northern Trust Rebuilt Credit Policy's portfolio management reports
Northern Trust Rebuilt Credit Policy's HMDA and CRA compliance reports
Northern Trust Rebuilt Credit Policy's credit approval templates
Northern Trust Built a Special Asset Group spreading template
Northern Trust Built credit files for all Wealth Management loans
The Triton Group Built the consultancy's infrastructure
The Triton Group Built Wintrust's credit school
The Triton Group Built Borrowing Base on Line and related websites
The PrivateBank Built new credit approval templates
The PrivateBank Rebuilt the bank’s consumer loan application and personal financial statement
The PrivateBank Wrote Private Banking, Consumer Lending, & Mortgage Lending policies
The PrivateBank Built portfolio management reporting
The PrivateBank Built the PACOM system - Daily short margin reports
Hinsdale Bank Wrote new job descriptions for all credit positions
Hinsdale Bank Built all new credit templates and forms
Hinsdale Bank Rewrote the Credit Policy
Hinsdale Bank Developed guidelines, processes, procedures, protocols and practices for all of Credit
Hinsdale Bank Redesigned Credit's work-flow
Hinsdale Bank Wrote a comprehensive Credit Manual
Hinsdale Bank Wrote standard covenants and loan provisions
Hinsdale Bank Standardized loan documents
Hinsdale Bank Wrote new portfolio management reports
Hinsdale Bank Built a document tracking, collateral monitoring, and covenant testing tickler system
NorthStar Bank Wrote new job descriptions for all credit and loan operations positions
NorthStar Bank Built a quality control process for credit
NorthStar Bank Built all new credit and loan operations templates and forms
NorthStar Bank Rewrote the Credit Policy and ALLL Policy
NorthStar Bank Established risk acceptance criteria for credit
NorthStar Bank Established concentration limits
NorthStar Bank Performed the Bank's first stress test
NorthStar Bank Redesigned work-flow
NorthStar Bank Wrote new portfolio management reports
NorthStar Bank Built a document tracking, collateral monitoring, and covenant testing tickler system
NorthStar Bank Converted the Bank's credit files from paper to Synergy