Commercial Mortgage-Backed Securities (CMBS) Loan Origination Expert

Case Description:

A commercial mortgage-backed securities (CMBS) loan origination expert was needed for a breach of contract dispute between commercial lending institutions involving loan transaction terms. The dispute involved whether certain terms of a mortgage purchase loan agreement involving a commercial retail shopping center were breached triggering an obligation of loan repurchase under the terms of the agreement.

IMS ExpertServices was asked to locate a commercial mortgage-backed securities (CMBS) loan origination expert with experience originating commercial mortgage loans placed into commercial mortgage backed securities. This expert was requested to have expertise in loan origination due diligence and standards of care, pricing and market terms, and customary loan terms and conditions contained in mortgage purchase loan agreements.

Experts Presented:

  • Commercial Mortgage

    With over twenty years of experience in commercial mortgage loan origination and securitization, this commercial mortgage expert has extensive experience in the origination of loans both large and small. He has extensive U.S. and Canadian commercial real estate experience. His expertise includes commercial mortgage loan modeling, structuring, pricing; negotiating loan terms and conditions; performing real estate asset due diligence; and executing loan and pool sales and purchases. Currently, he is president and founder of his own commercial mortgage lending and bond consulting company. He was formerly director of a major Canadian banking institution, serving as the head of commercial mortgage-backed securities pricing, structuring, and trading. He holds a B.S. in accounting and an M.B.A. in finance. IMS Reference #5077155.

  • Commercial Mortgage-Backed Securities

    With over twenty-five years of experience in the securitization of high-value commercial mortgage loans, this expert has in-depth expertise in all aspects of the commercial mortgage loan and securitization process. Her experience includes developing and implementing loan underwriting procedures and systems, drafting and developing loan and securitization documents, developing valuation methods, portfolio tracking, due diligence, pricing methodologies, and negotiation of commercial lending documents. She has held positions of executive director of securitized products for a major multinational financial services firm, where she established the firm’s commercial mortgage loan origination platform, and vice-president of mortgage products for a major mortgage lending group. She holds a B.S. in business administration with a concentration in finance. IMS Reference #5077154.

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Industry: All, Mortgage