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Commercial Mortgage – Our People

Real Estate Equity Origination

Adam D. Karavas
Director –  Real Estate 
Joined the company in 2015. Education: B.A. in Finance and Economics, University of Nebraska-Lincoln, 2014. Studied International Economics at the University of Oxford, semester 2012. Experience: Nebraska Bank of Commerce, Senior Credit Analyst, 2013-2015.

Teri Rounds
Commercial Real Estate Analyst
Joined the company in 2020. Education: B.A. in Business Administration, Nebraska Wesleyan University, 2000. Experience: Centris Federal Credit Union, Commercial Credit Analyst, 2013-2019; Lincoln Federal Savings Bank, AVP Credit Analyst, 2009-2013; TierOne Bank, Credit Reporting Analyst, 2005-2009; TierOne Bank, Professional & Executive Banking Analyst, 2003-2005.

Mortgage Production

A. Michael Spurlock
Vice President – Commercial Mortgage
Joined the company in 2005. Education: B.A. in Finance and Real Estate, magna cum laude, University of Cincinnati, 2005.

Trevor Schroeder
Commercial Mortgage Asset Manager
Joined the company in 2013. Education: Bachelor in Finance, University of Kentucky, 1995. Experience: Blue Mark Capital, VP Production, 2007-2013; Ohio National Financial Services, Commercial Mortgage Asset Manager, 2004-2007; Fifth Third Mortgage (formerly Vanguard Financial), Commercial Mortgage Analyst, 1999-2004.

Greg Stautberg
Commercial Mortgage Asset Manager
Joined the company in 2018. Education: B.S. in Finance, Ohio University, 2001. Experience: BB&T, VP – Commercial Real Estate Relationship Manager, 2016-2018; First Financial Bank, VP – Commercial Real Estate Underwriter, 2007-2012 / 2014-2016; Fifth Third / PNC Bank, Business Banking Relationship Manager, 2012-2014.

Austin W. Ward
Commercial Mortgage Asset Manager
Joined the company in 2020. Education: M.B.A., University of Nebraska Omaha, 2018; B.A. in Accounting and Business Administration, cum laude, Grand View University, 2013. Experience: Real Estate Manager, Mutual of Omaha, 2015-2020; Analyst, Situs RERC, 2013-2015.

Brett Belden
Senior Commercial Mortgage Analyst
Joined the company in 2015. Education: B.S. in Business Administration in Finance, University of Nebraska-Lincoln, 2009. Experience: Allied Insurance, Senior Product Analyst, 2009-2014.

Austin Sullivan
Senior Commercial Mortgage Analyst
Joined the company in 2018. Education: B.S. in Business Administration in Finance and Real Estate, Magna Cum Laude, The Ohio State University, 2018.

Ben Luebbe
Commercial Mortgage Loan Analyst
Joined the company in 2019. Education: B.B.A. in Finance and Business Economics at UC in 2018, Summa Cum Laude. M.S. in Finance at UC, 2020.

Loan Administration

Teresa A. Klein
Director of Loan Administration
Joined the company in 2006. Education: Attended Florida State University in math education. Experience: CMBS, 20 years servicing management and servicing platform development.

Shannon M. Carmack, CCMS
Manager – Loan Servicing
Joined the company in 2001. Education: M.B.A., Xavier University, 2011; B.S. B.A. in Marketing, Xavier University, 2007. Experience: Union Central Life Insurance Company, group service specialist, 1998-2001; Planes Moving and Storage, accounting and collections associate, 1997-1998.

Kimberly A. Waller
Loan Administration Process Manager
Joined the company in 2000. Experience: Kemba Cincinnati Credit Union, senior loan officer, 1997-2000; Fifth Third Bank, servicing account representative, 1981-1995.

Tonya Scott
Senior Loan Administrator – Closing
Joined the company in 2004. Experience: Ashore Funding, residential mortgage junior underwriter and loan closer, 2002-2004; Citizen Star Financial, office manager, 2001-2002; Land America, residential mortgage closing coordinator, 1999-2001; Huntington Bank, consumer lending, 1995-1999.

Linda Moss
Senior Loan Administrator – Closing
Joined the company in 2007. Education: Associate’s Degree of Applied Science, Southeast Community College, 1993. Experience: Assurity Life Insurance Company, mortgage loan coordinator, 2000-2007; Tier One Bank, loan servicing specialist, 1993-2000.

Justin J. Lincoln
Loan Portfolio Analyst II
Joined the company in 2015. Education: B.A. in Operations Management, University of Cincinnati, 2014. P-B.A. in Business Administration, 2012.

Jodi Jenkins
Servicing Analyst
Joined the company in November 2019. Education: B.A. Degree from Virginia Tech and A.A.S. Degree from SUNY Cobleskill. Experience: Wholesale Mortgage Operations Manager and Mortgage Registration Manager at Fifth Third Bank, 2001-2007.

Steven Koenig
Servicing Analyst
Joined the company in 2021. Education: B.A. Degree in Finance from Ohio University, 2020.