Business creation & financial engineering
Building a lending business from the ground up.
Pricing, structuring and loan-performance models for a new single-asset lending and securitization business.
The question
A mortgage-finance business was developing a new single-asset lending and securitization operation. The work required financial models alongside the systems supporting origination.
Adam’s work
Adam helped build the business from the ground up alongside the Head of Single Asset Lending and Head of Trading. His work included pricing and structuring models, loan-performance scenarios, stress testing and front- and back-end origination systems.
The contribution
The contribution connected product economics, portfolio scenarios and operational requirements during the creation of the business. Related résumé records document the development of a REMIC waterfall model and pro-forma statements for a rental-property mortgage securitization.
About this case
Based on two résumé descriptions and Adam’s account of the work. The historical engagement was at Colony American Finance, subsequently CoreVest. This case describes Adam’s contribution as part of the team.
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