Zachary Everett Email & Phone Number

San Francisco, Ca, Us

St Louis Park, Minnesota, United States

San Francisco, California, United States

With over 20 years experience in real estate finance including banking, mortgage origination, servicing, securitization, capital markets, and secondary markets, here to help navigate the post Fed rapid rate increase environment.

San Francisco, California, United States

CRE Lending Transition 07/2023 - 04/2024 Facilitated the migration of the $34 billion commercial real estate loan portfolio and client relationships following the FDIC sale of First Republic Bank to JP Morgan Chase, ensuring minimal disruption to client services.

San Francisco, California, United States

Managing Director, CRE Capital Markets 08/2020 - 06/2023 Oversaw strategic initiative to cultivated commercial real estate debt industry relationships, and provided expert guidance to senior management for loan rates and balance sheet liquidity decisions.Director, Capital Markets 02/2019 - 07/2020 Led and executed strategic initiatives to increase liquidity across single family and commercial real estate lending.Business Development Manager, Capital Markets… Show more Managing Director, CRE Capital Markets 08/2020 - 06/2023 Oversaw strategic initiative to cultivated commercial real estate debt industry relationships, and provided expert guidance to senior management for loan rates and balance sheet liquidity decisions.Director, Capital Markets 02/2019 - 07/2020 Led and executed strategic initiatives to increase liquidity across single family and commercial real estate lending.Business Development Manager, Capital Markets 05/2017 - 01/2019 Cultivated relationships with regional banks, international banks, investment banks, Life Companies, debt funds, and brokers to buy single family residential loans.- Expanded CRE liquidity by creating a network of participation investors, sponsored $250 million Freddie Q-008, and forged a strategic partnership with top 5 multifamily Agency lender.- Executed whole loan trades and negotiated pricing, resulting in $6 billion loan sales. - Executed $300 million collateralized synthetic CRT transaction with a $17.4 billion asset manager.- Innovated a 2-year forward rate commitment structure to support growth of affordable housing lending business.- Reestablished First Republic Banks’s RMBS securitization platform with issuance of FRMT 2020–1.- Implemented objectives and key results (‘OKR’) goal setting framework. - Managed CRE loan portfolio data, facilitating the smooth transition of client relationships to JP Morgan Chase.- Proactively identified and sourced loan options within JP Morgan Chase’s various CRE lending groups, for First Republic Bank clients. Show less

Denver, Colorado, United States

Director, Sales 11/2016 - 05/2017 Developed and executed strategic sales plans, fostered key client relationship with Lenders One, a national alliance of independent mortgage bankers, for advisory services including hedging strategies, mortgage servicing rights portfolio valuations and sales.

San Francisco, California, United States

Director, Client Services 12/2014 - 09/2016Created a competitive advantage through the service delivery model for the jumbo mortgage conduit, integrating the functions of business development, conduit operations, and credit with the client service department as the hub, resulting in high quality customer service, fostering deep relationships with mortgage originators at all levels of the organization.Vice President, Seller Management 05/2013 - 12/2014Led the development… Show more Director, Client Services 12/2014 - 09/2016Created a competitive advantage through the service delivery model for the jumbo mortgage conduit, integrating the functions of business development, conduit operations, and credit with the client service department as the hub, resulting in high quality customer service, fostering deep relationships with mortgage originators at all levels of the organization.Vice President, Seller Management 05/2013 - 12/2014Led the development and execution of strategies to optimize relationships with mortgage originators, enhance the acquisition pipeline, and drive profitability within the REIT whole loan, mortgage servicing rights, and mortgage-backed securities portfolios.- Established residential mortgage conduit platform Agate Bay Mortgage Trust to source and create high-quality assets for the REIT portfolio. - Created service delivery model integrating business development, conduit operations, and credit through client service department as the hub, uniting around shared purpose of helping mortgage originators be more successful. - Created daily dashboard, monthly reporting, and CRM system to create strategic plans to increase profitability of each mortgage originator relationship. - Partnered with operations and servicing oversight to set up business processes and systems. - Created financial model used for projecting loan acquisition volumes and staffing requirements. Show less

Mill Valley, California, United States

Vice President, Residential Conduit Operations 01/2010 - 04/2013Led a high performing team of 6 analysts, becoming the best-in-class jumbo mortgage conduit providing liquidity to regional banks and independent mortgage banks across the United States. The team covered the functions of client service, lock desk, loan purchase settlement, loan servicing transfer, securitization transaction management, and data management for monthly loan and RMBS position management. Vice… Show more Vice President, Residential Conduit Operations 01/2010 - 04/2013Led a high performing team of 6 analysts, becoming the best-in-class jumbo mortgage conduit providing liquidity to regional banks and independent mortgage banks across the United States. The team covered the functions of client service, lock desk, loan purchase settlement, loan servicing transfer, securitization transaction management, and data management for monthly loan and RMBS position management. Vice President, Business Systems and Process 05/2007 - 12/2009Led the development and execution of strategies to optimize the people, process, and technology resources required to support the acquisition and portfolio management of fixed income assets, including RMBS, CDO, CDS, and whole loans.- Increased operational scalability through cross-training, with 2013Q1 volume reaching $2.5 billion loans purchased and 4 securitizations closed, all handled by a team of 6.- Partnered with business development group to be primary contact for 80+ mortgage originators, freeing up capacity to source new relationships - Focused team on providing the highest quality customer service in the industry, connecting on multiple levels of the organization including executive management, secondary marketing, loan officers, underwriting, loan closing, and loan servicing resulted in stickier, deeper institutional relationships.- Developed systems and processes for an innovative jumbo offering through Chicago Federal Home Loan Bank’s eMPF program, with RWT as the capital provider.- Responsible for monthly loan and bond remittance data management for $2.3 billion loan and $1.1 billion RMBS portfolios.- Led team responsible for in-house and 3rd party software development for loan data and workflow management.- Supported initiative to change software vendors for accounting and trade order management systems of record.*Earlier experience available upon request. Show less

Bachelor Of Science (B.S.), Environmental Science

Master In Business Administration (M.B.A.)