Associate Director

About the role

Be Part of the Next. Be Berkadia. Berkadia is built on deep expertise, strong relationships, and a commitment to excellence across the commercial real estate industry. What sets us apart is our people. As a values-driven organization, we foster a culture where collaboration thrives, growth is encouraged, and employees are empowered to make an impact. Together, our people strengthen our business and help shape the future of Berkadia. Are you ready to be part of the next? Discover your next opportunity at Berkadia and apply today. 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.

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.

Benefits

• Monthly paid volunteer hours and donation matching to benefit our communities
• Employee Resource Groups that help you grow with us
• Fertility and family planning services
• Up to 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions
• Generous tuition reimbursement to help fund your learning journey
• Pet insurance discounts
• And more!