SERVICING COMPLIANCE TRACK: Bank Account Management - New PSA Requirements & Operational Obstacles
Servicers are seeing unexpected bank account‑related requirements embedded in Pooling and Servicing Agreements (PSAs), creating new challenges around compliance, bank‑rating standards, and managing accounts across multiple institutions. This session explores how organizations are responding to shifting expectations, tightening controls, and addressing reconciliation and reporting impacts as bank account management grows more complex.
Speakers
Moderator
Tray Terrell is Vice President of Operations-Servicing for Greystone’s Servicing and Asset Management platform. With over 20 years of experience in multifamily servicing and asset management, her teams are responsible for a wide range of functions including new loan boarding, customer care, billing, tax administration, escrow analysis, payment processing, and cash management. Since joining Greystone in 2003, she has played a pivotal role in managing servicing and escrow functions, ensuring efficient operations and exceptional service.
Speakers
Audrie is responsible for overseeing all aspects of Trimont’s Treasury operations, including bank relationship management, cash receivables and disbursements, and bank account reconciliation. She leads the implementation and maintenance of treasury systems, ensures the effectiveness of risk management controls, and keeps policies and procedures current to support operational excellence. Audrie is recognized for her ability to lead and develop high-performing teams, driving employee effectiveness through coaching, training, and performance management. She is committed to identifying process improvement opportunities and implementing solutions that enhance operational efficiency and strengthen financial controls. Audrie began her career at SunTrust Bank (now Truist) in Investor Accounting and continued to build her expertise through progressive roles at Amresco/Capmark Services, Inc. (a subsidiary of Lend Lease Corporation). Since joining Trimont in 2000, she has earned multiple promotions and expanded her leadership responsibilities within the organization.
Mike Gruss is Vice President of Asset Management at BWE (Bellwether Enterprise Real Estate Capital) with over 20 years’ experience in servicing and asset management, he oversees HUD and RHS asset management and loan servicing. Since joining BWE in 2009, Mike has held positions in special servicing and asset management encompassing Freddie Mac, HUD, RHS, CMBS, and Life Company portfolios. Mike has been an integral part in helping BWE grow and adapt to industry changes and challenges. Mike earned his Certified Commercial Mortgage Servicer designation in 2023.
Dan Kohrs is a Vice President in Treasury Management for Commercial Real Estate at PNC Financial Services, where he leads strategic client initiatives and drives growth across commercial banking segments. With more than 13 years of experience spanning business development, risk modeling, credit strategy, and technology‑driven transformation, Dan specializes in applying data, analytics, and modern platforms to solve complex challenges in the financial services and loan‑servicing ecosystem. Dan has played a central role in bringing innovative treasury and servicing solutions to the CRE market, collaborating closely with product, technology, and operations teams to address long‑standing industry needs. He is widely recognized as a trusted advisor to executive leadership, helping shape capital strategy, market expansion efforts, and organizational risk frameworks through fact‑based insights and cross‑functional influence. A champion of operational modernization, Dan has led major CRM integrations, strengthened revenue performance infrastructure, and advanced enterprise‑wide initiatives that enhance transparency, efficiency, and client experience. His work consistently bridges strategy and execution, enabling teams to operate with greater clarity, alignment, and measurable impact.
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