Loan Portfolio Manager

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Ms. Holtrey manages the loan administration team that is responsible for all servicing of the Florida Community Loan Fund's community and economic development loan programs. Her team's work covers commitment letters, title and survey issues, internal preparation of loan documents, loan closings, administration during construction (including analysis and approval of draw requests), performance of site inspections and customer visits. The loan administration team also maintains the loan servicing system providing invoicing, loan history information, reporting functions and social impact tracking. Ms. Holtrey provides overall credit review assistance and support to the entire lending team.

Ms. Holtrey also supports FCLF's New Markets Tax Credit (NMTC) Program, screening and verifying site and project qualifications to establish NMTC pipeline. She represents FCLF's real estate and commercial loan interests during NMTC structure closings, and during project construction and disbursement.

Ms. Holtrey joined FCLF in August 2008, with over 35 years of experience in the finance industry. For 15 of her 30 years at Bank of America, she was a regional loan administrator, and managed a team of six employees and a portfolio of multi-million dollar commercial RE loans. She has an extensive background in all aspects of commercial real estate loan transactions.

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Thank you to our friends at FCLF. All staff was very patient and helpful as we gathered all the details. We'll make you proud!
- Bill Lazar, Executive Director, St. Johns Housing Partnership