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Joe Regan

Joe Regan

Loan Operations Specialist

Accounting / Finance

New York City, New York

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About Joe Regan:

I  have over 20 years of experience in Loan Operations.  I was part of the original roll out of Loan IQ.  While with the Prime Brokerage unit, I onboarded multiple new clients.  Have also completed testing for new versions of Loan IQ.

Experience

Israel Discount Bank, New York, NY 1.5 Years

AVP, Loan Operations 

Managed a portfolio of 100 corporate syndicated, Real Estate, Construction and Bi-Lateral loans. 

  • Captured all borrowings, paydowns and fees for portfolio of loans in LIQ.
  • Coordinate and close new deals and amendments with internal and external parties.
  • Maintain borrower commitment schedules.
  • Follow up with agent banks on past due items.
  • Monitor and resolve all open wip items.

Deutsche Bank, New York, NY 13 Years

Vice President

Various roles including Loan Operations, Collateral Management and Prime Brokerage

  • Began my career at DB as a Loan Administrator using LIQ.
  • Next, I moved into a new role for Complex Loan Trade Settlement.  Including Par, Distressed and TRS Loans.
  • I then transitioned into Collateral Management as head of Dispute Management

Education

Iona University - BBA in Finance

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