Commercial Mortgage - Our People Commercial Mortgage - Our People

commercial mortgage - our people

Real Estate Equity Origination

Lauren Pugliese
2nd Vice President - Real Estate
402-467-6982
Joined the company in 2012. Education: B.A. in Finance, Southern Methodist University, cum laude, 2005. Experience: Cypress Equities, vice president, 2007-2011; Archon Group (Goldman Sachs), financial analyst, 2005-2007.

Adam D. Karavas
Commercial Real Estate Asset Manager
402-467-6957
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.


Mortgage Production

A. Michael Spurlock
2nd Vice President - Commercial Mortgage
513-632-1651
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
513-632-1632
Joined the company in 2013. Education: B.S. in Finance, University of Kentucky, 1995. Experience: Blue Mark Capital, VP of 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
513-632-1401
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.

Brett Belden
Commercial Mortgage Asset Manager
402-467-7476
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
Commercial Mortgage Analyst
513-632-1650
Joined the company in 2018. Education: B.S. in Business Administration in Finance and Real Estate, Magna Cum Laude, The Ohio State University, 2018.


Loan Administration

Teresa A. Klein
Director of Loan Administration
513-632-1635
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
513-632-1645
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
513-632-1631
Joined the company in 2000. Experience: Kemba Cincinnati Credit Union, senior loan officer, 1997-2000; Fifth Third Bank, servicing account representative, 1981-1995.

Chad A. Crockett
Manager of Residential Loan Servicing
402-467-6985
Joined the company in 2012. Education: Associate's Degree in Marketing/Management, Southeast Community College, 1990. Experience: Citi Financial, branch manager, 2012; Springleaf Financial, district manager, 2004-2012; Citi Financial, branch manager, 1994-2004.

Tonya Scott
Senior Loan Administrator - Closing
513-632-1426
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 J. Moss
Senior Loan Administrator - Closing
402-467-6954
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
513-632-1629
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
513-632-1630
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.

   

    

Commercial Mortgage - Our People
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