Suzanne Lee joined Housing Trust as an Asset Manager in November 2023. In this role, she is responsible for asset management including loan monitoring and compliance tasks for both on- and off-balance sheet loans for the multifamily (MF) and single family (SF) loan portfolios. She will support Housing Trust’s mission by working closely with the Chief Credit Officer as a key member of the Credit Risk Management department and will collaborate with cross-functional teams across the organization to manage relationships with customers. Suzanne will also closely monitor the performance of the loan portfolios and ongoing projects.
Prior to joining Housing Trust, Suzanne worked in both Credit Analysis and Loan Review at various financial institutions. Emphasis was in Commercial Real Estate including multifamily, office buildings, retail centers and warehouses; and Commercial and Industrial loans including asset based, working capital lines of credit, and loans to high-net worth individuals.
In her nine years working as VP/Commercial Loan Review Manager at Boston Private, Suzanne communicated review findings to senior management consisting of the Chief Credit Officer, Senior Managers of Commercial and Real Estate Lending, and the Director of Risk Analytics; and wrote review summary reports to the Board of Directors. Suzanne received a B.S. in Business Administration degree from the University of Southern California, and an MBA from Pepperdine University.