Joan Matera
Senior Vice President at Brookline Bank- Claim this Profile
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Bio
Experience
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Brookline Bank
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United States
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Banking
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200 - 300 Employee
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Senior Vice President
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May 2019 - Present
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J.P. Morgan
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United States
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Financial Services
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700 & Above Employee
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Executive Director, Real Estate Banking, Northeast
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2011 - Nov 2018
• Quarterback as lead point person, with clients, outside counsel, syndications partner, participant/Agent banks, while leading internal UW teams to execution of mandated business in urgent environment. Recently recognized by prominent REIT for outstanding performance in assisting them achieve their goal in a complex and time sensitive transaction. • Built a book and Brand in Boston, in partnership with RM. Since 2012, starting from ground zero to build the JPM brand with Boston based prospects, team was able to pitched and win significant business in highly recognized transactions, with Tier 1 clients. Converted prospects to clients. • Recognized for client excellence with the 2016Client Service Excellence Award, JPMorgan,. Show less
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Executive Managing Director, Institutional Investment Group - Business Development
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2004 - 2011
Led the start-up platforms (Grubb and Ellis, then Newmark Grubb with acquisition) to build market share and drive revenues for capital market and investor services. Strategic Clients were Tier 1 CRE Investment Managers and owners. Reported to President, Capital Markets/Investor Services. • Called on Tier 1 Investment Managers. Discussed pipelines, investment strategies, criteria, challenges and solutions. Maintained ongoing relationships with clients’ senior to middle management throughout USA. Client disciplines included investment sales, acquisitions, and asset management. Cross Selling. . Marshalled resources of top investment sales brokers, leasing brokers, and property managers toward client solutions. During peak and trough of cycle, methods to winning business included marketing events, research presentations, one off team meetings, throughout key US cities. Show less
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Guardian Life
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United States
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Financial Services
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700 & Above Employee
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Managing Director - Real Estate Investments
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2000 - 2004
Head of real estate investment department, managing team of originators, asset managers, loan servicing and portfolio of $2 billion in mortgages and equity. Delegation of Credit Authority. P&L Responsibility. Head of real estate investment department, managing team of originators, asset managers, loan servicing and portfolio of $2 billion in mortgages and equity. Delegation of Credit Authority. P&L Responsibility.
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Education
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Rutgers Business School
Master of Business Administration - MBA -
Notre Dame of Maryland University
Bachelor's Degree