BREAKOUT SESSION: Optimizing CMAs and DACAs - Strategies for Efficiency
Effective management of Cash Management Accounts (CMAs) and Deposit Account Control Agreements (DACAs) is critical for timely processing and compliance. This session examines their structures, purposes, and documentation while highlighting best practices to overcome challenges and improve turnaround times.
Speakers
Moderator
Marcy Burns serves as the Senior Vice President and Director of the Real Estate Treasury Management at PNC Bank. With a proven track record of fostering enduring client relationships and delivering tailored solutions across all real estate sectors, Marcy is dedicated to positioning PNC as an industry leader. In her role, Marcy focuses on assembling a team of real estate industry experts and spearheading initiatives to enhance PNC's offerings. Most recently, she has been instrumental in the launch of PNC's CMA solution and building a team of specialists in the commercial mortgage servicing segment. Marcy joined PNC in 2008 and specialized in Real Estate Treasury Management since 2013. She holds a Bachelor of Arts degree from the University of Arizona.
Speakers
Keeley Fountain serves as the Executive Director of Servicing Operations, overseeing a diverse array of teams and processes. Her teams manage a range of critical functions. The global onboarding team ensures new clients and loans are integrated smoothly into Trimont’s systems, setting the foundation for ongoing service excellence. The data integrity team maintains the accuracy and reliability of data within the servicing system, safeguarding against errors. The global KYC team manages Know Your Customer protocols to ensure compliance with regulatory requirements.
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