Jason Shaw has over 25 years of experience in commercial banking, commercial real estate finance, loan origination, asset management, and underwriting. He has held positions at various financial institutions, currently working as a consultant providing commercial real estate due diligence and underwriting. His expertise includes commercial lending, asset management, loan origination, underwriting, and workouts.

1. Jason E. Shaw
1028 Timberline Drive, Heath, Texas 75032
C (214)435-5057 & Email: Jasoneshaw@aol.com
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Professional Profile
Financial industry professional with 25+ years of experience in diverse commercial banking, loan syndication,securitization, mortgage
banking, commercial real estate,commercial & industrial lending, 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 refe rral
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 *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 – January 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 - Dallas, Texas
(2 month Contractor & Consultant) Commercial Real Estate Finance Underwriter/Due Diligence
 Performed independent third-party credit valuation, underwriting, site inspection,& capital improvement due diligence on a
portfolio of commercial real estate loans and commercial properties including 6 retail centers and 2,500 multi-family units 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. 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,
collateral, related lien priority, assessment ofloan documents, and collateral valuations.
 Performed REO and special asset responsibilities and handled loan restructures and loan work outs.

2. August 2007 – September 2008 Deutsche Bank Securities Inc Global Banking Commercial Real Estate- Dallas, Texas
(Contract & Consultant) Senior Relationship & 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.
 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 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 a nd
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.
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 outstandingswith 15 different commercial
real estate lenders. The different types of real estate assets 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 pipeline report for the Region.
 Liaison between divisions and lenders for financing requests.
 Prepared packages to be used to market financing opportunities to prospective lenders.
 Managed and tracked the flow of required due diligence material between division associates and outside contacts (e.g.,lenders,
appraisers, cost reviewers, and attorneys).
 Requested title information per lenders’ requirements (i.e. preliminary title reports 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 approval for new equity, new financings, and modifications including
obtaining the appropriate signatures.
 Coordinated with outside legal 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 successfulloan production office (LPO) in Dallas, Texas. Originated and closed the 1st 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.
 Originated, underwrote, closed, and managed commercial, industrial, real estate,equipment loans and leases,working capital, and

3. 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 otherrelated 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.
 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.
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 and closed the first commercial loans in theAmresco CapitalCorporation/J.P. Morgan - PruEXPRESS Advisory Capital Market CMBS
Program.
 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.
 Directly called on real estatedevelopers/owners and developed and maintained a referral network of brokers including Holliday, Fenoglio &
Fowler and L.J. Melody & Company.
 The different types of commercial properties in my portfolio included raw land, single family development, office, retail, multifamily, industrial,
hotel, self-storage, nursing home, and congregate care.
 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, single family
development, multifamily, industrial, retail, and office on behalf of the RTC.
 Performed due diligence reviews for individual and portfolio real estate acquisitions.
 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 estate development 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.
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