Robert Hoffman

Asset Manager @Local Initiatives Support Corporation (LISC)

Anaheim, CA, US
EMAILS
r•••••••@lisc.org
MOBILE NUMBERS
+19•••••••27

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WORK HISTORY

Jan 2023 — Present

Asset Manager @Local Initiatives Support Corporation (LISC)

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Manage a diverse portfolio of approximately 75 loans across multiple product and project types, including LIHTC and NMTC, in support of LISC’s community development initiatives.• Assess asset risk ratings and prepare portfolio performance reports for committee review.• Draft and present quarterly loan watch reports to the committee.• Oversee disbursements for lines of credit and pre-development financing.• Evaluate loan performance relative to underwriting projections to identify potential repayment risks.• Maintain borrower communication regarding upcoming maturity dates, late payments, and compliance with loan covenants.• Prepare post-closing amendments and loan write-off memoranda.

EDUCATION

2010 — 2014

Biola University

Bachelor of Science (BS)

SKILLS

BudgetsFinanceMarket AnalysisPublic SpeakingJd EdwardsMicrosoft PowerpointFiserv NavigatorInvestmentsPowerpointSugarcrmMicrosoft ExcelMarket ResearchMicrosoft AccessAccountingQuickbooksSalesforceInvestment Management

ABOUT ROBERT HOFFMAN

Asset Manager at Local Initiatives Support Corporation (LISC)

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