Kathy has more than 25 years of banking and finance lending experience. Her proficiency in originating and underwriting commercial loans with regional banks, insurance companies and investment banking firms has earned her recognition within the industry. Highly regarded by both her clients and lending sources, Kathy serves on the Board at Regal Bank, headquartered in Livingston, NJ, has been retained as an expert legal witness in commercial real estate litigation and is a featured speaker at industry conferences.
Brad’s background, experience and understanding of the full capital stack allows him to suggest the best financing structure which often includes senior debt, mezzanine and JV equity. Brad is well versed in credit underwriting and construction financing which has provided his clients maximize leveraged borrowing. Formerly with Neuberger Berman, Brad was an integral part of an investment team with a portfolio of $1.5 billion in assets. Brad is a graduate of Rider University and a Division I Athlete.
Abe attended Seton Hall University, where he graduated with an MBA in Finance. With an expertise throughout the capital markets, he has successfully negotiated and secured various forms of financing including permanent and construction loans, mezzanine financing, preferred equity and bridge loans. Abe has strong experience working with multifamily and all commercial property types throughout the United States. His knowledge and experience in both underwriting and negotiating positions him as an expert in commercial real estate financing in order to advise, originate and close transactions on behalf of high net worth individuals.
Brit graduated from the University of Rhode Island where he majored in business and minored in communications. His background and experience in technology consultancy, advising clients on financial verticals and management of industrial data-facility acquisitions has led him to realize his true passion for commercial real estate. Brit’s extensive networking relationships combined with his knowledge and adeptness to the financing process gives him the advantage to provide custom CRE financial solutions to best leverage a client’s assets.
Rich is a Monmouth County resident for more than 50 years with a vast understanding of the commercial real estate industry and the New York Metro market. His experience as a President, Owner, Partner and Loan Originator for well-established mortgage companies has earned him an unrivaled network of lender relationships and equipped him with the necessary skills to underwrite, negotiate and secure CRE loans. Rich is well versed in all aspects of the commercial real estate financing sector and continues to expand his client portfolio by structuring loan terms and financial solution options at the best rate available for his clients. He is a long-time member of the Mortgage Brokers Association and the Realtors Association.
Brian is a graduate of Boston University School of Management. He utilizes his management and marketing background by applying his techniques and abilities to consult and coordinate a structured communication method specially formulated to generate leads and further the company's communication platform. Brian works directly with all company individuals on a daily basis to further enhance and improve client and B2B relationships. He also provides support to the marketing department by introducing practices and skills for increasing web traffic and company presents.
Frank’s accounting degree and previous work experience has equipped him with the necessary understanding to provide credit underwriting for all facets of loan requests. His experience as a credit analyst specializing in underwriting commercial loans has gained him extensive knowledge in credit underwriting standards. Frank concentrates on performing a detailed analysis of each loan request to determine the best structure for our clients. He is also responsible for obtaining client information to secure financing as well as working directly with all parties involved in the loan closing.
Eli graduated from NYU’s Stern School of Business with a degree in finance and management. He provides support to the loan officers in all aspects relating to the credit analysis and underwriting process. Eli's role also includes identifying the best debt structure through a thoughtful analysis of the underlying credit to ensure that each client receives the most favorable options available. He works closely and assists the loan officers and all parties involved in the financing process to source and close the loan swiftly and efficiently.
Gabby graduated from the dean's list at Virginia Tech with a degree in finance and real estate. Her background in wealth creation, investment strategy and knowledge of the commercial real estate industry enables her to support the team of loan officers. Gabby assists with borrowers’ credit analysis, identifying the best debt structure for our clients, and following through on all steps of the underwriting process. She is also conversationally proficient in Mandarin, Chinese and Spanish.
Brett attended Seton University where he played Division I baseball and graduated with a degree in Finance. His experience as a credit analyst allows him to support our loan officers in underwriting commercial and construction loans. Brett is proficient with underwriting financial loan proposals and providing pertinent data to the loan officers while developing solid financial models and projections to support valuation, planning and forecasting potential credit risks.
John graduated from Quinnipiac University with a major in Finance and minor in Computer Information Systems. His experience in evaluating, purchasing and reselling investment properties on behalf of his clients has furthered his knowledge in the real estate sector. John applies his knowledge and experience to support the team of loan officers in all aspects relating to the credit analysis and underwriting process including identifying the best debt structure to ensure that each client receives the most favorable options available.
Katie graduated from Loyola University Maryland with a bachelor’s degree in Finance. Her background and experience in accounting for various investment products and mutual funds enables her to provide pertinent data to the loan officers essential for loan submissions. Katie performs complete evaluations of all operations relative to the credit analysis and underwriting process to ensure accuracy for a prompt and efficient closing.
For over 25 years, Mary has handled all aspects of office administration for the firm, as well as closings and loan administration for Progress Direct. She works closely with investors, borrowers, attorneys and title companies on a daily basis and provides support during each phase of the loan process. Mary is proficient in closing commercial loan transactions and works diligently to facilitate timely closings.
Kimberly graduated from Ramapo College with a bachelor’s degree in Design and Visual Communications. Her experience in creating visual and written content for digital and print advertisement has equipped her with the tools necessary to oversee all marketing related aspects of the company. With Kimberly’s artistic ability coupled with her adeptness to target specific audiences, she is proficient with producing content across all media platforms to promote business and drive revenue. Kimberly is also an established soccer trainer in Middletown, NJ where she provides personal and team training for players ages 7-14.
Lilly provides assistance in numerous administrative areas, including managing the company’s client database. Her role primarily centers around supporting the marketing efforts of the company and managing its website. Lilly plays an integral role in organizing all advertising schedules, expenses, graphic artwork and marketing materials, creating and delivering email campaigns, and promoting the company’s services and recent successes via social media platforms.
Maddie is our in-house greeter. We all love Madison and look forward to seeing her every morning. She definitely deserves to wear the Miss Congenitally crown of Progress Capital. Come visit our office and meet Maddie, as she is here every day delivering a positive vibe throughout the workplace.