Managing Director

At Berkadia we are redefining the industry with long-term investments in people and technology that deliver actionable insights and create the best customer experience. From acquisition to disposition, we service all commercial property types including multifamily, retail, office, industrial, affordable housing, seniors housing, hotels, student housing, and manufactured housing.

The Mortgage Banker is the financial intermediary between Berkadia’s borrower clients, the Company’s internal capital sources, and third-party capital sources that the Company represents while fostering reliable and effective communications to enhance the likelihood that the parties will reach agreement on financing terms.

Responsibilities

• Satisfy the annual performance goals for originating loan transactions established by the EVP with primary supervision of the Mortgage Banking Group (or his/her designee).
• Act as a financial intermediary between the Company’s borrower clients and the Company’s internal capital sources and third-party capital sources that the Company represents; foster reliable and effective communications to enhance the likelihood that the parties will reach agreement on a financing terms.
• Advise borrower clients as to the advantages and disadvantages of different financial products available through the Company’s internal capital sources and third-party capital sources that Analyze financial and property-performance information and pre-screen borrower qualifications so that the resources of the Company’s internal and third-party capital-source clients are devoted only to financing opportunities that meet lending parameters established by the capital source.
• Prepare loan submission packages that meet the requirements of the Company’s internal and third- party capital sources; make recommendations on the credit risk of the transaction when appropriate.
• Keep current as to market and industry trends to provide reliable market intelligence or local color about the markets in which the Company and its clients may do business.
• Report requested data in the Company’s Pipeline tracking systems as soon as possible to ensure that the Company’s transaction-related information is up-to-date, accurate, reliable and available for reporting obligations on a timely basis.
• Perform mortgage banking services in compliance with the Company’s policies and procedures and applicable license requirements; assist the Law Department with reports due to regulators; participate in audits as necessary.
• Assist with servicing matters upon request, including inspections, re-appraisals, delinquency resolutions and workouts.
• Perform related tasks and responsibilities from time to time assigned by the EVP with primary supervision of the Mortgage Banking Group (or his designee).

Skills and Compliance

• Adhere to Berkadia’s policies and exhibit proficiency and understanding of Berkadia’s Values and position-specific skills.
• Must be able to analyze market trends, financial information, credit circumstances and risks to originate commercial financing opportunities that will perform and deliver positive returns.
• Proficiency in Microsoft Office.

Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, veteran status or any other status protected under local, state or federal laws.