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TRACIE M.

BOMAN
3017 Winding Meadows Trail Princeton, TX 75407
(214) 578-8022 tb69541c@westpost.net
PORTFOLIO MANAGER, BANKING AND FINANCIAL SERVICES
Excellence Through Service
PROFILE
Confident, highly energized, effective communicator with extensive knowledge in
all phases of office administration with special emphasis on the Lending and Ins
urance industries. Proven ability to cultivate productive relationships with cl
ients as well as key executive decision makers. Recognized for attention to det
ail and on-time delivery of clear, concise, and accurate documentation, employin
g superior written and verbal communication skills in all projects.
Possesses an exceptional work ethic and commitment to organizational objectives
within a highly competitive and rapidly changing market place. Highly motivated
self-starter who consistently earns the confidence of clients through the delive
ry of superior service and support.
A top individual producer skilled in developing exceptional professional relatio
nships through personal example and common sense based on experience, market kno
wledge and subject matter expertise. Excellent qualifications in strategic plann
ing with comprehensive knowledge of customer service.

CORE COMPETENCIES
Client Relationship Management Loan Administration Loan Portfolio Management
Organizational Skills Procedure Development Fraud Tracking Database Creation
CRM Training Loan Events Preparation
Presentation Property Inspection Review Financial Statement Submission Deadli
ne Management
Online Data Investigation Outlook Word Excel PowerPoint

EXPERIENCE
Berkadia Commercial Mortgage, LLC Tempe, AZ 2010
Senior Client Relations Manager
Managed 280 CMBS Loans, and serve as liaison between Lender and Borrower.
Prepare and present Loan Events to Master Servicer and Special Servicer.
Ensure monthly payments, insurance, and taxes are current.

Capmark Finance, Inc. Tempe, AZ 2001-2010


Senior Client Relations Manager 2007-2010
Administer more than 250 loans for Genworth Financial, including direct service
and those serviced by others. Served as first line of communication between Bor
rowers and Lender. Developed new procedures and training materials, and trained
new CRMs.
Prepared and presented Loan Events to present to Lenders, and ensured timely an
d accurate submission of financial statements and property inspections.
Ensured monthly payments, insurance, and taxes were current.
Provided regular reporting to Genworth management.
Client Relations Manager 2001-2007
Provide loan management for more than 300 Life Company loans, including serving
Liaison between Lender and Borrower, preparing Loan Events, ensuring timely and
accurate submission of analyzed financial statements, review and submission of p
roperty inspections, and ensuring payments, insurance, and taxes were current.

BESTWorld Associates Arlington, TX 2000-2001


Research Manager
Managed 2-5 Research Analysts, supporting Search Team in name generation and tar
get development. Generated new business development, and maintained research cl
ient projects and company library.

TIG Insurance Company Irving, TX 1994-2000


Claims Support Specialist 1996-2000
Supported Vice President and 3 SIU Area Managers, edited SIU newsletter, and ass
isted in development and production of training programs, system bulletins, and
manuals.
Created national fraud tracking database, and filed fraud plans and submitted a
nnual reports, and assisted with online data investigations.
Trained satellite offices in online systems.
Communicated with database vendors.
Secretary III 1995-1996
Performed range of administrative functions in support of 2 Senior Analysts, inc
luding booking travel arrangements, setting up file claims, tracking diary dates
, and gathering information for Audit Team.
Human Resources Specialist 1994-1995
Completed HR functions, including applicant testing, new hire and termination pa
perwork processing, orientation enrollment, credit check completion, working wit
h temporary agencies, and answering HR switchboard.

EDUCATION
Bachelor of Science, Criminal Justice and Office Administration
Southeastern Oklahoma State University
Durant, OK
Attended the National Insurance Crime Bureau (NICB) Special Investigator Academy

PROFESSIONAL DEVELOPMENT
Completed the Following Mortgage Banking Association Courses:
Multifamily Underwriting, Analyzing Financial Statements, Introduction to Commer
cial Real Estate Finance, Commercial Real Estate Mortgage Servicing, Fundamental
s of Underwriting Commercial Real Estate, Mortgage Loan Underwriting, Understand
ing Real Estate Appraisal, and Principals of Customer Service and Total Quality
Management.