Joshua serves as a member of the senior management and loan production teams at Bernard Financial Group (“BFG”). Before joining BFG in 2019, Joshua was an associate with TPG Capital in New York City specializing in bridge, mezzanine and preferred equity lending for all commercial real estate asset classes. Prior to working for TPG, Joshua was an analyst and AVP with Wells Fargo Bank’s Large Loan group specializing in both portfolio and securitized lending products.
At BFG, Joshua couples billions of dollars in commercial real estate capital placement experience with his unique and extensive professional network, helping to provide efficient and market-leading commercial mortgage baking solutions for clients.
Joshua graduated with a BBA and high honors from the University of Michigan Ross School of Business.
Dan serves as a loan producer for Bernard Financial Group. He comes to Bernard after more than a decade of commercial real estate experience both in Detroit and Chicago.
He has financed projects large and small in both the city of Detroit and suburbs, including office, multifamily, industrial and retail properties. Dan’s experience includes construction loans, refinancing stabilized properties and arranging transitional bridge loans.
He is a proud graduate of Michigan State University and the fifth generation of his family to call metropolitan Detroit his home.
Outside the office, he enjoys spending time with his wife, Melissa, and their three children; Maddy, Connor and Emmett.
Adam serves as the Director of Underwriting for Bernard Financial Group. He joined Bernard Financial Servicing Group in 2010 as a Portfolio Manager after graduating from Wayne State University with a bachelor’s degree in finance.
Adam has underwritten over $4 Billion of commercial real estate financing spanning all asset classes and lending platforms.
As the firm’s senior underwriter, David is responsible for evaluating and underwriting various loan requests. After graduation from Eastern Michigan University with a bachelor’s degree in finance, David began working at Quicken Loans as a Mortgage Loan Originator. David joined Bernard Financial Group’s Servicing Department in 2015 as a Portfolio Manager.
Outside of the office David enjoys spending time outdoors, along with his wife Emily, and their two dogs.
Kathy serves as the Director of Loan Closing for Bernard Financial Group. She started her career at a local credit union as an accounting clerk. After eight years of superior member service, she joined Bernard Financial Group to expand her knowledge of the financial industry.
While away from the office, Kathy enjoys spending time with her husband Lane and their son Elliott.
Ashlea serves as a Loan Closer for Bernard Financial Group. She started her career in real estate, specializing in declining property takeover and project management. She now provides support for the closing department in several capacities.
While away from the office, Ashlea enjoys hanging with her partner and son, kickboxing, museums, cycling and international travel.
Justin serves as the Director of Asset Management for Bernard Financial Servicing Group. Justin handles all types of borrower requests including loan modifications, assumptions, material alterations, major leases, defeasances, easements, and any other request that may require Lender consent. In addition to handling borrower requests, Justin is responsible for monitoring loan covenants and the financial performance of all assets in Bernard’s $3.5bn+ servicing portfolio. Justin joined Bernard in 2014 shortly after graduating from Michigan State University with a bachelor’s degree in economics. He also has an MBA with a concentration in Finance from Wayne State University.
In his spare time, Justin enjoys golfing, coding, and most of all, spending time with daughter, wife, and dog.
Stefanie serves as the Director of Loan Servicing Administration. She comes to Bernard Financial from Comerica Bank, where her work as a Global Trade Analyst honed her analytical skills. She is responsible for overseeing and managing regulatory compliance and insurance for the Servicing Portfolio. Also, she is proficient in bank reconciliations, property inspections, escrow analysis, UCC filings, lien releases and the new loan on-boarding process.
Stefanie is a graduate of Wayne State University with a bachelor’s degree in merchandising.
Barbara joined Bernard Financial Group in 2002. With over 30 years of accounting experience in varied business backgrounds, she is proficient in account analysis and complex bank reconciliations. As the Servicing Controller for Bernard Financial Group, Barbara oversees the monthly processes in Mortgage Servicing and also performs the daily corporate accounting functions. She is responsible for disbursements to Master Servicers; and timely payments from the tax and insurance escrow accounts. Barb responds to requests from borrowers, and also does property site inspections.
Jada Duncan joined Bernard Financial Group in 2016 after graduating from Western Michigan University with a bachelor’s degree in accounting. Jada has prior accounting experience in various business backgrounds including the banking industry and retail. She is proficient in account analysis and complex bank reconciliations.
As the Assistant Servicing Controller, Jada assists the mortgage servicing department in several capacities, including but not limited to the daily corporate accounting functions, entering new loan information, bank reconciliation, payroll, processing property tax payments along with escrow analysis.
While away from the office, Jada enjoys family time, trying new restaurants, and spending time with her four-legged baby.
Samantha serves as a Portfolio Manager for Bernard Financial Servicing Group. Samantha joined Bernard in 2017 as an Asset Manager and graduated with honors from Walsh College with a BBA in finance. Her prior experience includes working as a Commercial Loan Credit Analyst at a Community Bank and as a Bank Examiner for the State of Michigan.
While away from the office, Samantha enjoys spending time with her husband, Matt, and their son Anson.
Matthew serves as a Portfolio Manager for Bernard Financial Servicing Group. Matthew joined Bernard in 2020 as a Financial Analyst. Matthew graduated from Oakland University with a BS in Mathematics.
While away from the office, Matthew enjoys spending time with his wife Catherine, hiking, and reading.
Jacob serves as a Portfolio Manager for Bernard Financial Servicing Group. Jacob joined Bernard in 2022 shortly after graduating from Northwood University with a BBA in Finance.
In his spare time, Jacob enjoys spending time outdoors, golfing, traveling, and catching up with friends.
Jilian joins us with over 12 years of administrative experience and a degree from Eastern Michigan from the College of Technology. Able to play an IT or Helpdesk role with her proficiency with Microsoft Office, SharePoint, PowerApps, and dozens of industry-based software applications. She is a single mother of elementary aged son, Asher. Jilian is also an artist; her medium is acrylic painting. She began in 2015 and has had 6 of her works published.