Teams at Berkadia

Lead treasury, banking, and cash management operations for a commercial mortgage loan servicer. Oversee teams and systems handling lockbox structures, account administration, reconciliations, and reporting. Partner with banks, Legal, Audit, Technology, Treasury, and Accounting to ensure compliance, controls, and timely reporting. Drive system enhancements, automation, and process improvements while supporting audits, investor inquiries, and remediation efforts.

Perform comprehensive financial analyses of commercial real estate (manufactured housing), analyze P&Ls and rent rolls, maintain investment sales and construction databases, research market and demographic trends, prepare client-facing market intelligence and visual presentations, and support client interactions with clear written and visual narratives.

Support Investment Advisors in commercial property transactions by marketing listings, preparing legal transaction documents, cultivating client relationships, advising buyers on property suitability, collaborating with mortgage bankers, attending industry events, and traveling domestically up to 15%.