Jay Ockman, Mba Email & Phone Number

League City, Texas, United States

• I participate in face-to-face, digital, and telephone meetings with brokers to source, discuss, approve, and close mortgage lending opportunities.• I underwrite and negotiate new opportunities for American National’s mortgage loans.• I interact with joint venture partners, brokers, lenders, property managers, and counsel on various projects and accounts.• I act as an integral contributor to the team with respect to analytics, collaboration, and innovative mortgage lending… Show more • I participate in face-to-face, digital, and telephone meetings with brokers to source, discuss, approve, and close mortgage lending opportunities.• I underwrite and negotiate new opportunities for American National’s mortgage loans.• I interact with joint venture partners, brokers, lenders, property managers, and counsel on various projects and accounts.• I act as an integral contributor to the team with respect to analytics, collaboration, and innovative mortgage lending strategies.• I leverage a complement of skills such as corporate finance, pitching, and managing and closing real estate and financial transactions.• I collaborate effectively across deal teams to achieve results with complexity of priorities and time-sensitive deadlines.• I introduced and launched an analysis template to expedite the loan screening process and determine suitable deals.• I functioned as a representative of the company at the MBA’s 2022 Western States CREF Conference.• I originated and underwrote 150 potential opportunities with a combined worth of $4.5 billion. Show less

• I monitored a portfolio of investments by evaluating, structuring, negotiating, and financing private equity, debt, and real estate transactions.• I doubled the company’s intermediary network and sourced over $2 billion in potential debt opportunities.• I generated evaluation and sensitivity models for a broad variety of prospective real estate transactions.• I designed and distributed investment-committee memoranda and participated in deal presentations for the investment… Show more • I monitored a portfolio of investments by evaluating, structuring, negotiating, and financing private equity, debt, and real estate transactions.• I doubled the company’s intermediary network and sourced over $2 billion in potential debt opportunities.• I generated evaluation and sensitivity models for a broad variety of prospective real estate transactions.• I designed and distributed investment-committee memoranda and participated in deal presentations for the investment committee.• I utilized sound business judgment and strong interpersonal skills to generate positive client outcomes.• I originated and underwrote debt opportunities using a network of intermediaries.• I calculated and interpreted investment returns such as IRR, NPV, ROI, and ROE. Show less

• I was recognized as a Top Producer and functioned as a Subject Matter Expert (SME) for Vesta Equity, an investment firm investing private capital in real estate opportunities.• I directed, shaped, and mentored a diverse team of 4 Investment Analysts.• I showcased great people skills and the ability to interact with diverse levels of clients and management. • I built a comprehensive, national network of best-in-class commercial mortgage and capital market brokers.• I… Show more • I was recognized as a Top Producer and functioned as a Subject Matter Expert (SME) for Vesta Equity, an investment firm investing private capital in real estate opportunities.• I directed, shaped, and mentored a diverse team of 4 Investment Analysts.• I showcased great people skills and the ability to interact with diverse levels of clients and management. • I built a comprehensive, national network of best-in-class commercial mortgage and capital market brokers.• I spearheaded strategy development, negotiation opportunities, and facilitation of debt and equity investments. • I delegated to direct real estate holdings due to extensive knowledge and experience across real estate, including financing.• My contributions led to the firm’s consistent recognition as a “Top 10 Local Private Equity Firm” in the Tampa Bay Business Journal.• I backed the CEO in cultivating and strengthening partnerships with key financial intermediaries. Show less

• I served as a commercial mortgage strategist, producer, broker, and leader supporting all functions impacting commercial real estate mortgages.• I originated and underwrote real estate loans starting at $1 million.• I successfully closed commercial mortgage deals through real estate brokerage services.• I consulted commercial investors on fixed-rate and non-recourse loans for income-producing properties. • I displayed a robust knowledge of commercial real estate finance… Show more • I served as a commercial mortgage strategist, producer, broker, and leader supporting all functions impacting commercial real estate mortgages.• I originated and underwrote real estate loans starting at $1 million.• I successfully closed commercial mortgage deals through real estate brokerage services.• I consulted commercial investors on fixed-rate and non-recourse loans for income-producing properties. • I displayed a robust knowledge of commercial real estate finance transactions, real estate acquisition, and construction lending.• I gathered and analyzed data to assess credit risk, establish viable sources of repayment, and determine appropriate loan structures.• I was the key contributor in the review of collateral, draft credit memo, loan documents, and other legal documents for working capital loans.• I ordered and evaluated appraisals, market studies, project capital need assessments, environment studies, analysis of corporate and personal financial statements, third-party credit reports, insurance policies, and endorsements. Show less

Bs, Business Law

Commercial Bank Management, Graduate School Of Banking

Mba, Finance