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The Associate Director supports the mortgage origination process by building and maintaining relationships with borrowers and serving as their primary contact. Acting as a financial intermediary between clients, internal capital sources, and third-party capital sources, the role ensures effective communication to facilitate agreement on financing terms.
Responsibilities
- Drive deal sourcing through independent origination efforts.
- Conduct borrower due diligence by analyzing financial data and pre-screening qualifications.
- Gather and analyze third-party reports for inclusion in loan packages for underwriter review.
- Model complex property cash flows to assess deal viability.
- Maintain accurate and timely reporting of the company’s deal pipeline to ensure up-to-date transaction information.
- Participate in client meetings to build foundational relationships with borrowers.
- Collaborate to acquire new customers and leverage existing ones by staying informed on market and industry trends.
- Develop and maintain knowledge of various loan programs, including those from government agencies and life insurance companies.
- Assist in preparing loan submission packages that meet the requirements of Berkadia’s capital sources.
- Achieve annual performance goals for originating financial transactions as set by the EVP, under the supervision of the Senior Managing Director.
- Ensure compliance with company policies, procedures, and applicable license requirements, and assist the Law Department with regulatory reports.
- Other duties as assigned.
Preferred Qualifications
- Strong analytical and problem-solving skills with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills for building and maintaining client relationships.
- Proficiency in financial modeling and familiarity with mortgage industry software.
- Ability to stay informed on market trends and adapt strategies accordingly.
Source: Berkadia Career Page
