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We
look forward to assisting you!
To obtain a quote for a loan on your income-producing commercial property,
please contact any of our experienced mortgage professionals.
MMFC-INTERVEST Headquarters
2030 Franklin Street
Seventh Floor
Oakland, CA 94612-2914
510-622-8500
Loan Officers
Campbell O’Neill
Ken Brokaw
Sam Hayes
John Lenahan
Jim Sterling
Loan Servicing & Closing
Martell Glommen
Catherine Lutz
Albert Reis
Sacramento Office
2270 Douglas Boulevard
Suite 215
Roseville, CA 95661-4239
916-780-3039
Loan Officers
Gary Mattozzi
Tarik Abbasi
Brian Cooley
Walnut Creek Office
1646 California Boulevard
Suite 330
Walnut Creek, CA 94596-4170
925-274-1848
Loan Officers
Chris Duffek
Kelli Pinto
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LOAN PRODUCTION STAFF
Campbell S. O'Neill,
President -
Oakland
510-622-8507
Campbell began his career with Mason-McDuffie Co. in 1971 after graduating
from Armstrong University in Berkeley, California. He started in the income property
loan department as an intern and worked in loan closing and loan
administration when Mason-McDuffie Co. was a full service western states real
estate company with 1,200 employees. He completed income property inspections
and performed underwriting and analytical work until he became the chief
underwriter and a partner in 1979. In 1981 he co-founded Mason-McDuffie
Financial Corporation which continued the income property mortgage banking
activities of Mason McDuffie Co. He has been involved with joint ventures,
property management, loan origination, loan servicing and administration, and
income property acquisitions. He co-founded Summit Savings Bank in 1984. In
1989, when Mason-McDuffie Financial had thirty-five employees, he was elected
president. In 1991 he also earned an appraisal certification and acted as an
appraiser for some of the commercial loans.
In 1998 he earned a Certified Mortgage Banker (CMB) designation which
recognizes an individual's superior knowledge, understanding and competency in
the residential and commercial mortgage banking industry.
Tarik Abbasi, Vice President / Loan
Officer - Sacramento
916-780-3537
Tarik has over 15 years experience in the origination of commercial and
residential mortgages. His previous tenures include a Loan Specialist
position with Commercial Credit Corp. in the Greater Bay Area, as well as
Vice President responsible for Loan Development with a commercial lending
group based in California’s Central Valley. He has a Bachelor’s Degree in
Finance from the University of Oregon and a solid track record of achievement
in the field of real estate with more than 20 years of experience working
with clients ranging from individuals to Fortune 1000 companies. He currently
originates commercial real estate loans for site acquisition and development,
building construction, bridge and interim financing, and take-outs, as well
as permanent loans for the purchase or refinance of income-producing
properties.
Kennon J. Brokaw, Vice President / Regional Manager
- Oakland
510-622-8518
Ken has been in commercial mortgage banking for over twenty years and has
been employed with Mason-McDuffie Financial Corporation since 1985. His responsibilities include the
origination of commercial mortgages for institutional clients, having
underwritten over $600 million in loans during his career. Ken has been active in the Bay Area
Mortgage Association (BAMA) for many years and has held numerous offices
including President in 1992-93. A
graduate of the University of Wyoming, Ken received his Bachelor of Science
degree in Finance with a special emphasis in real estate. Prior to joining Mason-McDuffie Financial
Corporation, Ken was with Moore Mortgage in Denver, Colorado.
Brian Cooley, Loan
Officer - Sacramento
916-780-3391
Brian joined Mason-McDuffie Financial Corporation in 2007. He has been in
Commercial Real Estate Lending (Construction/Permanent) for three years.
Prior to Mason-McDuffie he spent two years during the real estate boom in Las
Vegas as a Commercial Real Estate Loan Officer. He has a Bachelor of Science
degree in Finance from Brigham Young University’s Marriott School of
Management, as well as industry credentials as a Certified Commercial Credit
Analyst and Certified Commercial Loan Officer from the Western Independent Bankers
Association. Brian has continued his education with course work in
income-producing properties. He currently originates commercial real estate
loans for A&D, construction, bridge and interim financing, take-outs, and
permanent loans for the purchase or refinance of income-producing properties.
Sam Hayes, Loan Officer - Oakland
510-622-8521
Sam joined Mason-McDuffie Financial Corporation in January of 2006 and works
in the origination of commercial mortgages.
He has a Bachelor of Science degree in Zoology from Brigham Young
University and he continues his education by working on a Masters Degree in
Business Administration with an option in Finance.
John Lenahan, Vice President / Loan
Officer - Oakland
510-622-8517
John has been with Mason-McDuffie since 1977. Prior to his association with Mason-McDuffie Financial
Corporation he was employed by a savings and loan association and a bank
holding company in Los Angeles. John
is a graduate of Stanford University and has a Masters Degree in Business Administration
from University of California, Los Angeles.
He has taken numerous courses in real estate through the Mortgage
Banker’s Association (MBA) and is a long time member of the Bay Area Mortgage
Association (BAMA). John has been
involved in all forms of real estate finance during his career with
Mason-McDuffie Financial, including life insurance, conduit, joint venture
and construction financing. He
strives to represent both lender and borrower to the highest professional and
ethical standards.
Gary Mattozzi, Vice President /
Regional Manager - Sacramento
916-780-3072
Gary Mattozzi is a long-time veteran of commercial property financing in the
Sacramento area market. Prior to joining INTERVEST, he was with GE Capital
for seventeen years where he provided long-term permanent loans to owners of
various types of commercial properties throughout California and Northern
Nevada. At INTERVEST, Gary originates construction, interim and permanent
loans for developers, contractors and commercial property investors on most
types of commercial properties, including multi-family, retail, office and
industrial. He has specialized in commercial real estate finance since 1972
and has held a California real estate broker’s license since 1975. Gary
graduated from San Jose State University with a Bachelor of Arts Degree in
Political Science and Economics. His postgraduate studies include courses in
real estate finance and law at San Jose State and Santa Clara University.
Kelli Pinto, Vice President / Loan
Officer - Walnut Creek
925-274-1848
Kelli has been providing financing in the greater Bay Area commercial
real estate industry for 20+ years, originating income property loans for
local developers. As a direct lender with INTERVEST-Mortgage Investment,
Kelli originates construction and bridge/interim loans ranging from
$3,000,000 to $100,000,000; through Mason-McDuffie Financial Corporation,
Kelli maintains several exclusive correspondent life insurance company
relationships to provide permanent, non-recourse financing. Prior to joining
INTERVEST, she was with Bank of the West’s Commercial Real Estate Division in
Walnut Creek where she originated construction, bridge and mini-perm loans.
She has held similar positions with California Bank and Trust, and US Bank.
James W. Sterling, Vice President /
Loan Officer - Oakland
510-622-8506
Jim has more than thirty years of experience in commercial mortgage
banking, conduit and construction lending, and property management for
institutional investors. He started
his career with a mortgage banking firm in Portland, Oregon and over the next
ten years produced loans for that firm in San Jose, California, Las Vegas,
Nevada, and Seattle, Washington. As a
Senior Vice President and Regional Manager with Imperial Bank, he managed the
origination of large loan portfolio construction and permanent loans and
handled the development, leasing and sale of REO properties in Northern
California. Jim also has experience
with a conduit lender originating loans throughout the West, and he oversaw
the management of two million square feet of industrial and R&D space for
a San Francisco area developer. He joined Mason-McDuffie Financial in 2000 to
originate and underwrite loans for its institutional investors. Jim graduated from Willamette University
in Oregon with a Bachelor of Arts Degree in Economics and holds an Masters
Degree in Business Administration in Finance from the University of New
Hampshire. He is a member of the Bay
Area Mortgage Association.
LOAN CLOSING &
SERVICING STAFF
Martell Glommen, Vice President / Loan Servicing Manager -
Oakland
510-622-8523
Martell’s extensive experience in commercial loan closing and servicing began
when he joined Mason-McDuffie Co. in 1965. He helped form Mason-McDuffie
Financial Corporation as a principal in 1982. In addition to participating in corporate activities, he has
been managing the company’s activities in closing and servicing since that
time. After graduating from the
University of California at Berkeley in 1969 with a Bachelor of Arts Degree
in Economics, he completed several graduate classes in financial accounting
and law. Martell has also served on
several national Mortgage Banking Association panels on servicing and
closing.
Catherine Lutz, Loan Analyst II / Servicing -
Oakland
510-622-8508
With over thirty years of experience in commercial and residential real
estate, Catherine joined Mason-McDuffie Financial in September of 2002. Prior to that time, she managed customer
service and handled property taxes for several lending institutions. Catherine posts mortgage payments and
handles insurance, property taxes and UCC filings.
Albert Reis, Loan Analyst II / Servicing -
Oakland
510-622-8526
Albert has been in the financial services industry since 1992. He began his career in the commercial
banking industry when he joined Mason-McDuffie Financial in February of
1999. Albert handles most of the
investor accounting and reporting, loan reviews and all post-closing property
inspections. He is a graduate of
University of California at Berkeley and is active in continuing his
education in various subjects.
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