VP Capital Markets Full Time NEW

The VP of Capital Markets plays a crucial role in nurturing the Mortgage Banking Network’s collaboration with third-party lenders to optimize transaction outcomes. This position acts as a partner and liaison with BeCap and Mortgage Bankers, delivering market updates and facilitating communication to ensure clients fully leverage these relationships. By doing so, Berkadia maintains its stellar reputation with partners and clients.

The VP is driven to ensure Berkadia continuously improves its relationships with partners. The role will have a strong focus on innovating and improving the existing Berkadia processes for sharing market analytics to increase network collaboration, identifying and sharing trends and market opportunities for Mortgage Bankers (“MBs”) and their clients. This position will report to our Head of Capital Markets.

Key Responsibilities

• Partner closely with third party lending relationships (Banks, CMBS, Debt Funds, Insurance Companies) to ensure Berkadia has current up to date knowledge of their lending programs through high touch meaningful relationships.
• Establish and maintain communication channels with internal (MB Network, PLG, etc.) and external constituents (Private Market Lenders such as Banks, Debt Funds, CMBS Lenders, etc.)
• Gather internal and external feedback on existing products and processes to design systems that provide the most current and valuable informational resources.
• Collaborate with the Production network and Innovation teams to utilize existing or new technology in designing new process flows that offer real-time market data feedback.
• Design and implement systems and procedures that capture, aggregate, scrub (quality control), and distribute relevant data for MB access and utilization.
• Periodically analyze the market data collected and produce quarterly and yearly Private Market summaries.
• Maintain Private Market Lender database and term sheet accessibility.
• Develop and execute strategies to strengthen Berkadia’s relationships with Private Market Lenders, including the facilitation of Private Market Lender marketing and communications with the Berkadia team. This will include broadcast network calls, office, and banker meetings.
• Help MBs coordinate with New Loan Boarding with Servicing.
• Address incoming Private Market Lender inquiries about MBs and Berkadia.
• Coordinate with the Production network and Servicing teams to promote the Berkadia brand and industry awareness at events and conferences, such as the MBA and CREF-C Conferences.
• Maintain a list of CMBS and CRE-CLO transactions in the market.
• Obtain and distribute CMBS and CRE-CLO loan details to the production network.
• Work with the Head of Capital Markets to gather, on a routine basis, information and insights on market conditions, products, pricing, etc.; share this market insight with the Berkadia network on weekly regional calls and periodic internal updates.
• Coordinate with the Head of Capital Markets on various new business development opportunities and strategic initiatives.
• Other duties as assigned.

Additional Responsibilities

• Manage data for reporting and measuring the impact of Berkadia Capital Programs.
• Track deals that do not fit BeCap programs and redirect them to other Berkadia or partner opportunities where possible.
• Monitor the outcomes of Berkadia Capital and PLG deals (i.e., which agency, if any, did they end up using for perm, did Berkadia receive the takeout, etc.).
• Support bankers from an analytical standpoint on bridge opportunities as they arise, including but not limited to supporting deal opportunity intake and tracking.
• Liaise between the MB and UW teams on deal packages to ensure no required data or requests are missed.

Preferred Qualifications

• Proven experience in real estate finance, with a track record of arranging, negotiating, and closing debt and equity transactions with third-party investors.
• Established relationships with diverse capital providers, including banks, pension funds, life companies, non-bank lenders, and international investors.
• Expertise in structuring and arranging capital from institutional and high-net-worth investors, either as a principal or on behalf of third-party institutions.
• Capital market transaction experience, including rated debt financing such as CLO, CMBS, and bond issuance.

Preferred Education & Experience

• Bachelor’s degree or equivalent
• 10+ years of experience in a similar position

Source: Berkadia Career Page

Tagged as: Brokerage Firm