Chad Lafferty
Phoenix,AZ
Summary
Chad Lafferty is a seasoned commercial mortgage banker with extensive experience in debt and equity financing for commercial and multifamily properties. As Vice President at CBRE, he played a key role in closing over $500 million in commercial loans, working with various capital sources—including banks, life insurance companies, and private lenders—on acquisitions, refinances, and ground-up developments. His expertise includes capital markets, underwriting, and deal structuring, with previous experience at Churchill Commercial Capital. Currently, Chad is pursuing an MBA with a focus on finance at Pepperdine University.
Overview
18
18
years of professional experience
Work History
Vice President Debt and Structured Finance
CBRE
03.2022 - Current
- Involved in all aspects of the financing/ capital markets side of commercial real estate transactions, including initial origination of the loan request, due diligence, underwriting and financial modeling, building loan request presentations, collection of loan quotes/ structures, negotiation of loan terms between lenders and borrowers, and loan closings
- Transactions include ground-up construction, refinances, acquisitions, value-add bridge, and equity placement
- Selected Transaction Experience: 2022-2024 - $698 MM in Debt Financing with transactions that included: retail, multi-family, office, and industrial
- Transactions included lenders ranging from Life Companies, Banks, Debt Funds, and Bridge Lenders
Associate Vice President
Churchill Commercial Capital
01.2020 - 03.2022
- Involved in financing and capital markets for commercial real estate transactions, including initial due diligence, underwriting, and financial modeling for various loan scenarios; preparation of loan request presentations and pitchbooks; collection of loan quotes and structures; negotiation of loan terms; and loan closing.
- Responsible for performing annual loan servicing on the $150 MM portfolio and market research for lenders
- Built and maintained relationships with clients, vendors, lenders, municipalities, and other essential commercial real estate contacts to source commercial loans.
- Attended client meetings to discuss financial analysis and investment strategies.
- Maintained awareness of lender requirements and documentation standards. Gathered and analyzed pertinent data to identify trends in the real estate market. Researched land, property, and market values to finalize estimates.
Senior Real Estate Analyst
Churchill Commercial Capital
01.2017 - 01.2020
- Involved in all aspects of financing and capital markets for commercial real estate transactions, including initial due diligence, underwriting, and financial modeling of various loan scenarios; preparation of loan request presentations and pitchbooks; collection of loan quotes and structures; negotiation of loan terms; and loan closing
- Responsible for supporting the loan production staff, loan portfolio servicing, market research, and other functions. Developed financial projections and forecasts to guide investment decisions.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Stayed up-to-date on lender requirements and documentation guidelines. Collected and analyzed relevant data to identify real estate market trends. Researched land, property, and market values to finalize estimations.
Director of SBA Lending
Gencor Commercial Capital
06.2015 - 01.2017
- Led the companies origination arm for SBA lending and implemented business strategies to increase commercial lending revenue.
- Educated and created education material for the residential loan officers of the company to understand the SBA lending programs. Created and implemented underwriting procedures and strategies to accurately and efficiently process loan applications.
- Negotiated and communicated with loan officers, processors and loan applicants to reach satisfactory loan terms. Evaluated loan applications, determining creditworthiness, assessing risk and establishing loan conditions. Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines.
- Originated, reviewed, processed, closed, and administered commercial loan proposals.
- Assisted customers in understanding loan terms and conditions to make informed decisions. Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Developed and maintained relationships with customers, lenders and other third parties.
Commercial Loan Originator
Park Place Equity / Northwest Federal Credit Union
04.2014 - 06.2015
Commercial Underwriter
Park Place Equity / Northwest Federal Credit Union
04.2013 - 04.2014
Portfolio Acquisitions Analyst
Progress Residential (Empire Group)
11.2012 - 04.2013
Research Analyst / Sales Associate
Pacific Land Company
09.2010 - 11.2012
Inside Sales / National Sales Team
Waste Management
01.2009 - 09.2010
Assistant Purchasing Director
RML Electric
01.2008 - 01.2009
Research Analyst / Runner
Sperry Van Ness
01.2007 - 01.2008
Education
MBA - Business Administration And Management
Pepperdine University
12-2025
Bachelor of Science - Regional Development; Business Finance Minor
University of Arizona
Tucson, AZ01.2006
Skills
- Mortgage banking, loan origination, underwriting and analysis
- Market trends and analysis
- Training and mentoring
- Business development
- Risk management and analysis
- Business growth and marketing strategies
Other Information
Proficient with Microsoft products and familiar with ARGUS
Leadership Experience
- ULI Young Leaders, Leadership Program, Phoenix, AZ, 01/01/15, 01/01/16, Attended leadership meetings and worked with other members of the program.
- Success Through Sports, Co-President, Phoenix, AZ, 01/01/10, 01/01/11, Co-founded a non-profit that focused on reaching out to group homes where we provided structured sports activities and education through various sports. The program was small, and we concentrated on 3 group homes.
Timeline
Vice President Debt and Structured Finance
CBRE
03.2022 - Current
Associate Vice President
Churchill Commercial Capital
01.2020 - 03.2022
Senior Real Estate Analyst
Churchill Commercial Capital
01.2017 - 01.2020
Director of SBA Lending
Gencor Commercial Capital
06.2015 - 01.2017
Commercial Loan Originator
Park Place Equity / Northwest Federal Credit Union
04.2014 - 06.2015
Commercial Underwriter
Park Place Equity / Northwest Federal Credit Union
04.2013 - 04.2014
Portfolio Acquisitions Analyst
Progress Residential (Empire Group)
11.2012 - 04.2013
Research Analyst / Sales Associate
Pacific Land Company
09.2010 - 11.2012
Inside Sales / National Sales Team
Waste Management
01.2009 - 09.2010
Assistant Purchasing Director
RML Electric
01.2008 - 01.2009
Research Analyst / Runner
Sperry Van Ness
01.2007 - 01.2008
MBA - Business Administration And Management
Pepperdine University
Bachelor of Science - Regional Development; Business Finance Minor
University of Arizona
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