Associate Director

Berkadia; Richmond (VA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Volunteer hours

Donation matching

Employee Resource Groups

Fertility support

Parental leave 12 weeks

Mental health care

Tuition reimbursement

Pet insurance discounts

Job summary

Berkadia seeks an Associate Director to support mortgage origination by building and maintaining borrower relationships and acting as the primary contact with clients, capital sources, and third parties.

The role involves deal sourcing, due diligence, cash flow modeling, and preparing loan submissions while ensuring timely reporting and regulatory compliance. Strong analytics and mortgage software familiarity are essential.

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.

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.

Skills

Strong analytical

Excellent communication

Financial modeling

Market awareness

Job description

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

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.
• Maintainaccurateandtimelyreporting of the company’s deal pipeline to ensure up-to-date transaction information.
• Participate in client meetings to build foundational relationships with borrowers.
• Collaborate toacquire new customers and leverageexisting 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 necessarysteps 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 [e-mail].

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.