Cameron Stephens
Associate, Mortgage Origination
Job Description
Where we commit to hire the best and support our people to be their best.
We are seeking an Associate that plays a critical role in both originating new commercial mortgage transactions and managing an active loan portfolio. This dual-function position bridges front-end deal execution and post-funding account management. The individual is responsible for financial analysis, underwriting, documentation, and managing internal workflows across the entire loan lifecycle, ensuring deals are executed with discipline, precision, and a client-first approach.
Key Responsibilities
Deal Intake & Pipeline Management
- Conduct intake for new transactions within 24 hours, providing initial financial models and written recommendations.
- Prepare Deal Qualification Meeting (DQM) applications and track deal statuses in Salesforce.
- Maintain and update data deal with precision and completeness across systems, primarily Salesforce