Deal Manager – Fannie Mae Full Time

The Vice President, Product Originations, Deal Management will manage agency 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 Vice President will develop and grow a healthy pipeline of high-quality loan transactions, sourced through Berkadia’s internal production network.

We Innovate to shape the future of CRE, so in this role you will:

• Responsible for efficient operation of the team – including timely completion of work, quality and accuracy of work, and proactive management of loans in screening,
• Act as a coach – ensure appropriate distribution of work among the team members and interact with team members daily in prioritization of day-to-day activities
• Provide guidance and training to team members
• Know the status and understand the deal issues and appropriately update appropriate parties
• Act as a Berkadia subject matter expert and product specialist on conventional Fannie Mae 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.
• Present deal metrics, strengths, and risks to internal Berkadia credit committee in order to effectively advocate for the recommended loan terms.
• 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.

Work Location

• This position will be based in-office and require occasional travel.

We Stand for Excellence, so to achieve success in this role you should have:

• Detailed knowledge of deal structures and capital stacks specific to loan transactions.
• Capable of managing a team.
• Proven team leadership skills and abilities.
• Strong customer service and sales 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.

Source: Berkadia Career Page

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