Jason Shaw Updated Resume

1. Jason E. Shaw
1028 Timberline Drive, Heath, Texas 75032
C (214)435-5057 & Email: Jasoneshaw@aol.com
_______________________________________________________________________________________________________
Professional Profile
Financial industry professional with 25+ years of experience in diverse commercial banking, loan syndication, capital markets,
securitization, mortgage banking, commercial & industrial lending, commercial real estate, acquisitions,due diligence, credit
underwriting, loan servicing asset management, and commercial real estate value add equity asset management for both private and
institutional commercial real estate investors. Recognized leader in business development by always exceeding yearly loan production
budget by more than 20%. Experiences range from regulatory agencies (FDIC) and compliance matters to financial institutions,corporate
and personnelmanagement, collection and resolution of problem assets,originating and extending new loans, servicing and maintaining
loan portfolios, building new client and referral relationships, and managing investments for both private & institutional commercial real
estate investors.
Specialties: *Argus *commercial lending *asset based lending *commercial real estate value add equity asset management *commercial
loan servicing asset management *portfolio management *property management *development, loan origination *acquisitions *leasing
*capital markets *due diligence *finance *risk and credit management *credit and financial analysis *interest rate derivatives *financial
modeling *IRR analysis *investment management *project management *loss mitigation *loan modification *loan work out *special
assets *CMBS *loan syndication *securitization *credit underwriting *data project management *business consultant *audit *compliance
*regulatory agencies (FDIC) *Fannie, Freddie, and FHA/Ginnie guides, audits,and reviews *GSE and FHA/Ginnie compliance
programs*
Professional Experience (Over 25 Years)
August 2014 – February 2016 Shaw & Associates (Personal Bankruptcy Attorneys) – Heath, Texas
Sales& Client Relations Manager Consultant
 Consult with individuals to create personalized programs for their unsecured consumerdebts as an alternative to Chapter 7 and
Chapter 13 personal bankruptcy resulting in clients improved financial positions. Increased firm’s revenue by 50 percent.
 Secured largest client which generated fee income in excess of 1,000% greater than the average client.
 Evaluate financial statements and individual credit reports to determine the types and amounts of unsecured debts.
 Negotiate with creditors to reduce debtors’unsecured debt resulting in significant savings to clients.
 Maintain sales team by counseling and disciplining employees; planning, monitoring, and appraising job results.
 Implement sales programs by developing sales action plans and analyzing trends and results.
 Establish sales objectives by forecasting and developing annual sales quotas; projecting expected sales volume and profit for
existing and new clients.
September 2015 – November 2015 Fortress Investments Group, LLC - Irving, Texas
(3 month Contractor & Consultant) Commercial Real Estate Finance Underwriter/Due Diligence
 Performed independent third-party acquisitions,credit valuation, underwriting, site inspection, capital improvement, &
redevelopment due diligence on a portfolio of commercial real estate loans and commercial real estate properties including 6 retail
centers,2,500 multi-family units,3 office buildings that Fortress Investments was bidding on to purchase.
April 2014 – August 2014 Situs - Houston, Texas
(4 month Contractor & Consultant in Chicago,Illinois) Due Diligence/Underwriter
 Performed independent third-party credit valuations and due diligence on the entire loan portfolio including CRE, A&D, C&I and
Residential loans; re-underwrote balance sheet and capital market loans; and provided real estate consulting and data project
management for the largest Commercial Bank in Chicago, IL .
July 2010 – April 2014 FDIC Department of Resolutions and Receivership Risk Sharing Asset Management Dept.-Dallas, Texas
Senior Asset Management Specialist
 Managed the monitoring and compliance of commercial banks, investment funds/LLC’s that had acquired failed financial institution
performing and non-performing assets fromthe FDIC. These entities entered into Loss/Risk Share or Structured Sale Agreements
with the FDIC through the Division of Resolutions and Receiverships. The portfolio of loans and assets managed through the
Loss/Risk Share and Structured Sale Agreements included commercial & industrial loans, commercial real estate loans, commercial
real estate,residential loans, REO's, land loans, securities, and subsidiaries.
 Asset managed, leased, property managed, redeveloped, & disposed ofa commercial real estate portfolio of 100 different properties
including raw land, single family development, multifamily (over 5,000 multi-family units), mixed-use, industrial, retail (7 retail
centers totaling over 1 million sqft), and office on behalf of the FDIC.
 Performed syndication,securitization, loan modification, loss mitigation, special servicing, audit, compliance, and regulatory agency
responsibilities.
 Asset managed a commercial loan portfolio & commercial real estate loan portfolio including handling special assets and work outs.
 Earned two 'FDIC Star Awards' for outstanding contributions and achievements to division.
September 2008 – November 2009 Beal Bank Loan Acquisitions Department - Plano, Texas
(Contract & Consultant) TeamLeader/Due Diligence/Underwriter
 Performed acquisition due diligence and underwriting for acquiring performing and non-performing portfolios of commercial real
estate loans and commercial loans and acquiring portfolios of commercial real estate assets.The different types of real estate assets
and loans included multifamily, raw land, single family development, homebuilders, retail, industrial, hospitality, and office.
 Reviewed data to determine the salient characteristics of the loans including the borrower's operating and business performance,

2. collateral, related lien priority, assessment ofloan documents, and collateral valuations.
 Performed REO and special asset responsibilities and handled loan restructures and loan work outs.
August 2007 – September 2008 Deutsche Bank Securities Inc Global Banking Commercial Real Estate- Dallas, Texas
(Contract & Consultant) Senior Asset Manager & Senior Portfolio Manager
 Performed loan serving oversight of a $1 billion (20 clients) portfolio of corporate, commercial & industrial, and commercial real
estate debt and equity investments including CMBS, corporate, commercial & industrial, unsecured and secured revolving lines of
credit and term loans, construction loans, first mortgage, B-note and mezzanine positions,and equity investments:The different
types of real estate assets and loans included in my portfolio included multi-family, raw land, single family development,
homebuilders, retail, industrial, hospitality, and office.
 Performed acquisition due diligence and underwriting for acquiring portfolios of commercial real estate including multifamily, retail
centers,office, and industrials assets.
 Clients included Brandywine Realty Trust, Capital Trust, Gaylord Entertainment Company, Host Hotels and Resorts, Jones Lang
LaSalle, Kerzner International, Post Properties, Simon Property Group, Sunstone Hotels Investors ,Ashford Hospitality Trust, and
Camden Property Trust.
 Reviewed and analyzed financial and operational data for debt facilities and underlying assets; reported to internal management;
identified and addressed potentialissues; built and maintained ongoing relationships with borrowers and investors; negotiated and
approved loan modifications; and reviewed and approved various requests such as lease approvals,constructions draws,project
change orders, and collateral releases.
 Performed REO and special asset responsibilities and handled loan restructures and loan work outs.
 Asset managed and redeveloped a commercial real estate portfolio including over 7,500 multi-family units and 10 retail centers.
 Closed loans: Interfaced with debt issuers and loan investors and their respective counsels in drafting, negotiating and reviewing
debt documents, and closing financings.
 Syndicated & Securitized loans: Supported syndication desk to successfully reduce loan exposure via distribution of CRE-originated
debt instruments to investors. Prepared reports,responded to information requests and fielded questions from investors throughout
the life of a deal.
 Conducted property inspections:Visited assets as required to ensure they were being well-maintained, observed renovations,tenant
improvements, and construction status,and reviewed the overall competitive market performance.
 Prepared quarterly and annual property and portfolio reviews: Prepared quarterly and annual financial reviews of each debt facility,
including documenting and explaining variances, confirming compliance results with debt covenants,and identifying market and
industry trends.
May 2007 - August 2007 Presidio Investments, LTD (A Private Real Estate Investment Company) - Dallas, Texas
(Contract) SeniorAsset Manager & Underwriter
 Performed due diligence and underwriting of investments in vertical strips of non-investment grade tranches of CMBS trusts and
High Yield CMBS investment involving CMBS relative value considerations and in-depth / loan-specific analysis of the underlying
real estate that collateralizes the syndication and securitization deal. Reviewed individual bond structures within the pool.
Conducted property inspections for larger assets as well as identified assets ofconcern. Performed credit analysis of borrowers and
tenants in the collateral properties. The different types of real estate assets included multifamily, retail, industrial, & office.
2006 – May 2007 Lennar Corporation, Land Division - Irving, Texas
Regional Vice President of Finance within the National Finance Group
 Sourced, negotiated, and arranged new syndicated loans, securitized loans, equity, project financing, structured financing, construction loans,
permanent loans, and A&D single family development loans through closings for joint ventures in Texas and Colorado.
 Asset managed a portfolio of 65 project loans, structured finance loans, construction loans, permanent loans, and A&D single family development
loans totaling over $550 million in total commitments and $360 million in outstandings with 15 different commercial real estatelenders. The
different types of real estateassets and loans included multifamily, raw land, single family development, homebuilders, and mixed use.
 Performed REO and special asset responsibilities and handled loan restructures and loan work outs.
 Interacted extensively with commercial lenders, attorneys, equity sources, joint venture partners, division presidents, and controllers.
 Communicated regularly with each division’s management team to understand the future joint ventures financing and equity needs. Maintained the
debt pipelinereport for the Region.
 Liaison between divisions and lenders for financing requests.
 Prepared packages to be used to market financing opportunities to prospectivelenders.
 Managed and tracked the flow of required due diligence material between division associates and outsidecontacts (e.g., lenders, appraisers, cost
reviewers, and attorneys).
 Requested title information per lenders’ requirements (i.e. preliminary titlereports and all exceptions). Coordinated delivery to lenders and their
attorneys.
 Reviewed loan documents and led negotiation discussions with Lennar legal counsel, joint venture partner, partner counsel, bank counsel, and bank
relationship officers.
 Prepared executive committee memos requesting board approvalfor new equity, new financings, and modifications including obtaining the
appropriatesignatures.
 Coordinated with outsidelegal counsel for all necessary resolutions and consents for new equity, new loans, and modifications including gathering
all signatures and exhibits.
2003 – 2005 Business Alliance Capital Corporation (BACC) - Dallas, Texas
Vice President - Southwest Region
 Opened a very successful loan production office (LPO) in Dallas, Texas. Originated and closed the1st commercial loans and structured finance
loans for BACC in Texas, Louisiana, and Oklahoma.
 Exceeded yearly loan production budget by more than 20% for 2003 and 2004.

3.  Originated, underwrote, closed, and managed commercial, industrial, real estate, equipment loans and leases, working capital, and structured
finance loans from $500,000 to $20 million.
 Performed REO and special asset responsibilities and handled loan restructures and loan work outs.
 Types of loan products included cash flow loans, term loans, revolving lines of credit, and asset based loans.
 Generated fee based income from cash management services and other related services.
 Called on small and middle market companies that were privately and publicly owned that generated gross sales from $3 million per year to $150
million per year. Developed and maintained a referral and client network of over 1,000 contacts.
2001- 2003 Transcap Trade Finance and Associates, Inc. - Dallas, Texas
Managing Director - Central Region
 Opened a very successful loan production office (LPO) in Dallas, Texas. Originated and closed the1st commercial loans and structured
finance loans for BACC in Texas, Louisiana, and Oklahoma.
 Exceeded yearly loan production budget by more than 15% for 2001 and 2002.
 Originated, underwrote, closed, and managed commercial, industrial, real estate, equipment loans and leases, working capital, and structured
finance loans from $500,000 to $20 million. Generated fee based income from cash management services and other related services
 Performed REO and special asset responsibilities and handled loan restructures and loan work outs.
 Types of loan products included cash flow loans, term loans, revolving lines of credit, and asset based loans.
 Called on small and middle market companies that were privately and publicly owned that generated gross sales from $3 million per year to $150
million per year.
1996 - 2001 The CIT Group - Dallas, Texas
Vice President of New Business Development & Marketing
 Selected thenumber one business development officer in Dallas for loan production in 1999 and 2000.
 Exceeded yearly loan production budget by more than 20% for 1999 and 2000.
 Originated, underwrote, closed, and managed commercial, industrial, real estate, equipment loans and leases, working capital, and structured
finance loans from $500,000 to $25 million.
 Performed REO and special asset responsibilities and handled loan restructures and loan work outs.
 The types of loan products I originated and managed included cash flow loans, term loans, lines of credit, and asset based loans.
 Generated fee based income from cash management services and other related services.
 Called on small and middle market companies that were privately and publicly owned that generated gross sales from $3 million per year to $200
million per year. Developed and maintained a referral and client network of over 750 contacts.
1994 - 1996 Amresco Capital Corporation - Dallas, Texas
(Contract) Loan Originator/Asset Manager
 Originated & closed the first commercial loans in theAmresco CapitalCorporation/J.P. Morgan - PruEXPRESS Capital Market CMBSProgram.
 Closed a $5,000,000 loan within one month of joining Amresco Capital Corporation.
 Originated, underwrote, negotiated, and closed commercial & CMBSmortgage loans from $5 million to $50 million.
 Asset managed a commercial real estate & CMBSloan portfolio handling special assets and work outs.
 Performed acquisition due diligence and underwriting for acquiring portfolios of commercial real estate assets including multifamily, retail centers,
office, and industrial.
 Directly called on real estatedevelopers/owners and developed and maintained a referral network of brokers including Holliday, Fenoglio &
Fowler and L.J. Melody & Company.
 Asset managed, leased, redeveloped, and disposed of a commercial real estateportfolio of 20 different properties including raw land, multifamily
(over 4,000 multi-family units), industrial, retail (6 retail centers), and office.
 Performed other duties including loan syndication, securitization formal written and oral presentation of transactions to mortgage loan committee,
program marketing, due diligence, siteinspections, and documentation of transactions.
1992 - 1994 GE Capital Realty Group, Inc. - Dallas, Texas
(Contract) Junior Asset Manager, REO Dept.
 Asset managed, leased, redeveloped, and disposed of a commercial real estateportfolio of 15 different properties including raw land, multifamily
(over 3,000 multi-family units), office, industrial, retail (5 retail centers totaling over 1/2 million sqft), and office on behalf of the RTC.
 Performed acquisition due diligence and underwriting for acquiring portfolios of commercial real estate assets including multifamily, retail centers,
office, and industrials.
 Asset managed a commercial real estate & CMBSloan portfolio handling special assets and work outs.
 Held meetings and negotiations with contractors, architects, government zoning officials, bankers, investors, and general partners.
 Performed other duties including loan syndication, securitization, due diligence reviews of real estateproperties and markets; compilation of real
estateprojections, investments, discount cash flow, future cash flow, and financial variance analysis; analysis of market and lease structures and
effect on property valuations;preparation of property budgets and plans;review and control of property improvement budgets.
1990 - 1992 FlagshipProperties Corporation - Houston, Texas
Assistant Project Manager/ Financial Analyst
 Involved in all aspects of real estatedevelopment and finance including acquisition, disposition, project management, construction, leasing, and
property management as well as analysis and preparation of financial reports, financial loan books, marketing surveys, and general due diligence.
The different types of real estate assets and loans included multifamily, retail, industrial, hospitality, and office.
Education The University of Saint Thomas, Houston,Texas
 Masterof Business Administration with a concentration in Finance
The University of Texas, Austin,Texas
 Bachelor of Liberal Arts with a Major in Government and Minor in Economics
Credit Training Completed a bank credit training program and a commercial finance company credit and underwriting training
Activities The Real EstateCouncil of Dallas
Risk Management Association (RMA)
Real EstateFinancial Executives Association (REFEA)
Instituteof Real Estate Management (IREM)
Commercial Finance Association (CFA)
References Available Upon Request