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Mortgage Production


Jon B. Weinberg 
Managing Director of Commercial Mortgage Loans & Real Estate 
402-467-6963 

Joined the Firm in 1977. Education: Bachelors in Business Administration, Southern Methodist University 1977; Member of Urban Land Institute and Mortgage Bankers Association of America; Licensed as Nebraska Broker, 1980; Currently serves on the Commercial Real Estate/Multifamily Finance Board of Governors for the MBA. 

 
Cristofer S. Brown, CMB
Commercial Mortgage Asset Manager
402-467-6955

Joined the Firm in 2006. Education: B.S. in Business Administration in Finance, University of Nebraska-Lincoln, 1998. Experience: Security Financial Life Insurance Company, Mortgage Loan Officer, 1998-2005. 

 
A. Michael Spurlock 
Commercial Mortgage Asset Manager 
513-632-1651 
 
Joined the Firm in 2005. Education: Bachelors in Business Administration in Finance and Real Estate, magna cum laude, University of Cincinnati, 2005. 

 
Chad A. Crockett
Manager of Residential Loan Servicing
402-467-6985
 
Joined the Firm in 2012. Education: Associates 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.

 
Lauren Pugliese
Senior Commercial Real Estate Analyst
402-467-6982

Joined the Firm in 2012. Education: Bachelor of Business Administration in Finance, Southern Methodist University in Dallas, cum laude, 2005. Experience: Cypress Equities, 2007-2011, Vice President; Archon Group (Goldman Sachs) 2005-2007, Financial Analyst. 

 
Kyle Laughlin
Commercial Mortgage Loan Analyst
402-467-7897

Joined the Firm in 2011. Education: B.S. in Business Administration in Management, minor in Finance, University of Nebraska-Lincoln, Honors Program, 2010. Experience: Nebraska Center for Excellence in Electronics, Marketing Coordinator, 2010-201. 

 
Chad M. Hyland
Commercial Mortgage Analyst
513-632-1650

Joined the Firm in 2008. Education: Bachelor of Arts in Economics, University of Cincinnati, 2007. Successfully completed Level I of the Chartered Financial Analyst Exam. 

 

 

Loan Administration


Teresa A. Klein 
Director of Loan Administration 
513-632-1635 

Joined the Firm in 2006. Education: Attended Florida State University in Math Education. Experience: Twenty years CMBS servicing management and servicing platform development. 


Kimberly A. Waller 
Loan Administration Process Manager 
513-632-1631 
 
Joined the Firm in 2000. Experience: Kemba Cincinnati Credit Union, Senior Loan Officer, 1997-2000; Fifth Third Bank, Servicing Account Representative, 1981-1995. 


Shannon M. Carmack
Senior Loan Portfolio Analyst
513-632-1645 
  
Joined the Firm in 2001. Education: M.B.A., Xavier University, 2011; B.S. in Business Administration in Marketing, Xavier University,  2007. Experience: Union Central Life Insurance Company, Group Service Specialist, 1998-2001; Planes Moving and Storage, Accounting & Collections Associate, 1997-1998. 


Linda J. Moss 
Senior Loan Administrator 
402-467-6954 

Joined the Firm in 2007. Education: Associate 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. 

 
Tonya Scott 
Senior Loan Administrator 
513-632-1426 
 
Joined the Firm in 2004. Experience: Ashore Funding, Residential Mortgage Jr. 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. 


Susan Daniels 
Loan Administrator II 
513-632-1630 

Joined the Firm in 2007. Experience: Ownit Mortgage Solutions, Mortgage Auditor, 2005-2006; American General Finance, Account Specialist, 2000-2004.

 

Jing Huang
Loan Portfolio Analyst I
513-632-1641

Joined the Firm in 2013. Education: B.S. in Business Administration in Finance, Miami University, 2012.