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Berkadia

Integrated commercial real estate investment services

Associate Director

Retail & Commercial BankingUpdated on Nov 13
Full-timeRichmond, VA, USANo salary listedIn-person

About the Job

Requirements

  • Strong analytical and problem-solving skills, including 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.

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.
  • Perform other duties as assigned.

About the Company

Berkadia

Integrated commercial real estate investment services

Berkadia provides integrated commercial real estate services across the full investment lifecycle, offering investment sales, mortgage banking, and loan servicing for multifamily and other commercial properties. Its platform uses technology, data, and analytics to support underwriting, closing, servicing, and asset management, delivering a seamless, end-to-end experience for institutional and individual investors. What sets Berkadia apart is its scale and backing as a joint venture between Berkshire Hathaway and Jefferies Financial Group, which gives broad access to capital and extensive industry relationships. Its goal is to help clients optimize investment outcomes through comprehensive, data-driven financial services and asset management.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$361.2M
Headquarters
Amherst, New York
Founded
2009

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