Commercial/Multifamily Finance Servicing and Technology Conference

Back to full schedule

As a follow up to the breakout session Valuations and Non-Recoverability – Assessing Distressed Assets (Monday, 3:30 PM), continue to expand your understanding of assessing the value of assets that are underperforming or in financial distress. This educational session, led by a panel of CCMS designees and default management experts, continues our exploration of this critical topic in commercial/multifamily lending. Through real-world case studies, you’ll gain valuable insights into lender exit strategies, valuation methodologies, and the process of determining acceptable recovery in loss scenarios.

Speakers

Moderator

Marcy Thomas, CCMS, CCIM

Vice President, Portfolio Loan Manager, Asset Management, Grandbridge Real Estate Capital LLC

Marcy Thomas, CCIM, CCMS is a Vice President - Portfolio Loan Manager with Grandbridge Real Estate Capital LLC (subsidiary of TRUIST) with 23+ years of experience in commercial loan servicing, asset and portfolio management. She celebrates 11+ years with Grandbridge having begun her career at Berkadia. Marcy supports Truist’s Diversity, Equity & Inclusion initiatives; including Co-Chair of the Capabilities Action Network promoting the welcome of the different-abled needs community for the combined heritage BB&T and SunTrust Banks. Marcy holds a BBA in Real Estate from Georgia State University (GSU) and serves as a mentor with the graduate program and on the GSU Honorary Real Estate Board. She also supports the MBA as the Marketing Chair for the CCMS and selected to the DEI Council.

Speakers

Julie Lange, CCMS

Mortgage Portfolio Advisor, Securian Financial

I entered the mortgage industry in 2015 as a Commercial Mortgage Loan Closer for Securian Asset Management and transitioned to the loan servicing side in 2019. As a Mortgage Portfolio Advisor, I interface with our correspondent servicers to manage borrower requests and ensure loan compliance, prepare portfolio reporting, and perform analysis and surveillance required for appropriate risk management. I have also been heavily involved in or led multiple process-improvement projects, including implementations of a new loan management system and a document management system, and spearheaded reporting transformations to optimize efficiencies.

Jay Puckett, CCMS

Senior Managing Director, Trimont

Jay Puckett is a Senior Managing Director with Trimont who manages both CMBS Asset Management and Freddie K-Series Master Servicer teams. Prior to joining Trimont, Jay was with Wells Fargo Bank for over 30 years. He has over 37 years of commercial real estate experience including lending and underwriting, risk management, client management, loan securitization and CMBS and GSE asset management. Jay has the Commercial Certified Mortgage Servicer (CCMS) designation with the Mortgage Bankers Association and has served as the Leadership Committee Chairman. He is a graduate of Baylor University.