Victoria Carlin

Credit Risk Manager, Private Banking Group @Morgan Stanley

Bedford, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2015 — Present

Credit Risk Manager, Private Banking Group @Morgan Stanley

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Purchase, NY, US

Manage a diverse portfolio of securities based, commercial real estate, private equity, alternative assets, fine art and unsecured loans, evaluating risk transactions and conducting due diligence on all new and current credit requests while maintaining excellent relationships with clients and internal advisers. Analyze, underwrite, structure, and provide credit decisions on all products covered, ensuring consistency with bank risk tolerances. Work with internal and external counsel on loan documentation and amendments.Manage relationships with multiple internal constituents as well as borrowers and their representatives including family offices, accountants, property managers, attorneys, and third-party vendors. Perform quarterly credit and financial statement analyses as well as portfolio reviews, ensuring compliance with corporate and regulatory guidelines. Monitor ongoing financial condition and performance of borrowers, including internal reporting and covenant compliance, and take action as required.Accomplishments: Revised and implemented new loss models for fine art loans. Worked as part of private equity lending team which grew portfolio by approximately 300%. Member of taskforce which redesigned loan underwriting document currently used for all lending products. One of 18 candidates selected of 750 applicants to take part in the company’s second annual Return to Work Program.

EDUCATION

N/A

College of Financial Planning

Certified Financial Planning (CFP) License

N/A

Haverford College

Bachelor of Arts (BA), Economics

SKILLS

ForecastingAnalysisDue DiligenceBankingBudgetsFinanceHuman ResourcesStrategySecuritiesPublic SpeakingManagementPortfolio ManagementStart-UpsLoansFinancial ServicesStrategic PlanningExecutive ManagementCommercial BankingTrainingCreditFinancial ModelingInvestments

ABOUT VICTORIA CARLIN

Results-driven, detail-oriented business partner with proven success in multiple disciplines, primarily within the Private Banking space. Experience as both an individual contributor and manager across a variety of roles including: Human Resources, Finance, Credit and Operations Risk. Hands-on self-starter with a strong analytical background and excellent communication skills, able to take on and successfully navigate and manage challenging assignments.

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Victoria Carlin — Credit Risk Manager, Private Banking Group at Morgan Stanley in Bedford, NY, US | Unifers