The Vice President will manage deal activity with Berkadia’s production network and ensure that our interactions with applicable lending agencies are coordinated, consistent and of the highest possible integrity and quality.
This includes preliminary quotes, transaction submissions, application issuance and program compliance.
The ideal candidate will develop and grow a healthy pipeline of high-quality loan transactions, sourced through Berkadia’s internal production network.
- Act as a Berkadia subject matter expert and product specialist on conventional loan products.
- Educate Berkadia’s production network on GSE requirements and loan products available to support this sector.
- Work collaboratively with the production network to market the various loan products to their borrower clients.
- Provide initial review of deal opportunities and provide recommendations on best course of action and product execution.
- Act as a deal liaison and assist in the negotiation and structuring of loan transactions; negotiate deal terms and any needed waivers with lending agencies, as applicable.
- Manage the process to ensure high-quality deal flow, through to the point of loan application and hand-off to underwriting.
- Coordinate with analysts, processors, underwriters, and closers to provide efficient and streamlined processing of transactions, through end delivery to the applicable lending agency.
- Other duties as assigned.
What you will need to be successful in this role
- Detailed knowledge of deal structures and capital stacks specific to loan transactions.
- Strong customer service skills.
- Proficient in financial analysis and risk mitigation.
- Ability to work with tight deadlines in a team environment.
- Ability to multitask, manage a pipeline of business, and stay organized.
- Possess a strong attention to detail.
- Demonstrate excellent verbal and written communication skills.
Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients.
Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets.
Our unique ownership structure allows us to put the client’s interests first and creates a marketplace that delivers a superior experience.