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.
We believe People Matter, so we offer benefits that go beyond
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
We'll help you fund your learning journey with generous tuition reimbursement
Pet insurance discounts
And more!
Be Your Best Self. Be Berkadia.
Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law.
If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
