Group Vice President
Senior Manager, Investor Services
- 913.732.5218 Phone
In her role as a Senior Manager of Investor Services, 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, commercial single family rental clients, specialty finance companies, government agency, and CMBS issuers (CRE Finance Council reporting). Carrie also oversees Transaction Services which is responsible for payment processing, lock box administration, and correspondence letters. Carrie also manages the banking relationships for the servicing accounts used by the company and she ensures accounts are established in accordance with the servicing agreements. Carrie reports to Dean Wheeler, Senior Vice President and Head of Investor Services Operations.
Joined Cohen Financial in November, 2007
Over 15 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.
MBA in Commercial Real Estate Finance from Kansas State University (Manhattan, Kansas)
BS in Agri-Business from Kansas State University (Manhattan, Kansas)
Cohen Financial is a member of the Mortgage Bankers Association, the National Multifamily Housing Council, and the CRE Finance Council.