C.

TODD GILLERT
Roswell, Georgia 30076 * (949) 680-5337 * tgillert@gmail.com

ASSET SERVICING EXECUTIVE

ASSETS /COMMERCIAL LOANS/CONTRACTS
Innovative leader with comprehensive experience in asset servicing, commercial loan servicing, real estate financing,
investments, compliance, employee management, and new product training. Proven track record in identifying process
inefficiencies and implementing procedural improvements resulting in reduction in errors, standardized processes, cost
savings, and increased productivity to reach or exceed organizational goals.
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CAREER HIGHLIGHTS & ACHIEVEMENTS

Comprehensive experience servicing asset types including debt, equity and REO assets, as well as
syndicated and participated loans.
Implemented a new procedure that restructured payment processing duties, leading to significant cost savings
via reduction in payroll, decreased keying errors, and a standardized process.
Established and managed an Asset Servicing department including: recruiting, hiring, training, and managing
4 employees and continued to regularly create metrics for monitoring job performance and workflow in order
to identify potential process and system inefficiencies.
Increased number of loans serviced per analyst and improved service pricing by developing a new
departmental initiative to segregate servicing based on loan complexity and type.
Achieved a consistently higher than average number of loans serviced than other analysts.
Spearheaded a new payment processing program that automated data extraction from checks and
wires, and used system information to post transactions to the servicing system, eliminating error
and increasing consistency of transactions.
Served as Charity Coordinator, identifying local charities to sponsor and coordinating fundraisers and
volunteer opportunities. Significantly increased company backed contribution rate among employees
with nearly 100% participation.
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PROFESSIONAL EXPERIENCE
2015 -Present

Benefit Consultant, Independent Associate Representing Aflac, Roswell, GA

Interviewed prospective clients to obtain data regarding existing coverage and needs.
Prepared and delivered presentations to employee groups for an array of optional insurance plans.
Customized programs to suit individual needs often covering a variety of risks.
Explained advantages and disadvantages of various policies to assist in plan selection.
Calculated premiums and established payment methods.
Reviewed policy applications for error and omissions and worked with insurance underwriters to
facilitate completion of processes.
Performed administrative tasks such as maintaining records and handling policy renewals.
Monitored insurance claims to ensure equitable settlement for both client and insurer.

2012 -2014

Assistant Vice President Asset Servicing, Trimont Real Estate Advisors, Inc., Atlanta, GA
Created metrics for monitoring job performance and workflow in order to identify potential
process and system inefficiencies.
Developed training protocols and delivered training presentations to employees for new products.
Serviced debt, equity, and REO assets as well as syndicated and participated loans.
Interpreted complex legal documents, such as promissory notes and loan agreements, and
extracted pertinent information to board assets on a loan servicing system.

2007 - 2012

Manager, Trimont Real Estate Advisors, Inc., Irvine, CA

C. TODD GILLERT
Roswell, Georgia 30076 * (949) 680-5337 * tgillert@gmail.com

Established and managed an Asset Servicing department by recruiting, hiring, training,

and overseeing 4 employees.
Created and maintained interactive interest tracking spreadsheets using Microsoft Excel.
Serviced debt, equity, and REO assets as well as syndicated and participated loans.
Interpreted complex legal documents, such as promissory notes and loan agreements, and
extracted pertinent information to board assets on a loan servicing system.
2004 - 2007

Senior Associate, Trimont Real Estate Advisors, Inc., Atlanta, GA

Serviced debt, equity, and REO assets as well as syndicated and participated loans.
Interpreted complex legal documents, such as promissory notes and loan agreements, and
extracted pertinent information to board assets on a loan servicing system.
Updated billing records, generated borrower statements and invoices, and processed requests
for payoff quotes and loan histories.

2003 - 2004

Associate, Trimont Real Estate Advisors, Inc., Atlanta, GA

Serviced debt, equity, and REO assets as well as syndicated and participated loans.
Interpreted complex legal documents, such as promissory notes and loan agreements, and
extracted pertinent information to board assets on a loan servicing system.
Updated billing records, generated borrower statements and invoices, and processed requests
for payoff quotes and loan histories.

2001 - 2003

Servicing Analyst, Trimont Real Estate Advisors, Inc., Atlanta, GA

Serviced debt, equity, and REO assets as well as syndicated and participated loans.
Updated billing records, generated borrower statements and invoices, and processed requests
for payoff quotes and loan histories.

1999 - 2001

Treasury Analyst, Trimont Real Estate Advisors, Inc., Atlanta, GA

Calculated, posted and verified financial data for use in maintaining accounting records.
Served as the companys bank software administrator, collaborating with 12 banking institutions.
Manually calculated service fees on a loan level basis for hundreds of loans, equities, and REOs.
Reviewed service and loan agreements to obtain servicer fee data.
Created procedure manuals to be utilized by company employees for policy compliance.

1997 - 1999

Teller Coordinator, SunTrust Bank, Atlanta, GA

Managed up to one million dollars of the branchs currency, ensuring sufficient supply of money
to meet needs based on legal requirements and business demands.
Reviewed commercial loan applications for approval or rejection.
Developed procedures for, assigned duties to, and supervised employees responsible for
receiving money, paying out money, and keeping records of financial transactions.
Monitored employees work for errors and conformity to policies and procedures.
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EDUCATION

B.S. Program, Accounting, American InterContinental University, Atlanta, GA

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TECHNICAL

Microsoft Office, Excel, STRATEGY (Loan Servicing Software)

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AFFILIATIONS CASA of Orange County Fundraiser Coordinator through Trimont Real Estate Services.
Directed a fundraiser for CASA resulting in over $4,000 in donations.
Giving Children Hope Fundraiser Coordinator through Trimont Real Estate Services.
Coordinated the Wildfire Relief Effort 2007 campaign resulting in over $2,000 in donations.
Published in a book titled Giving Children Hope: Wildfire Relief Effort 2007.