We're raising the bar on industry standards.

Here’s how:

Attention to Detail

Attention to Detail

Planning leads to success.

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Attention to Detail

Planning leads to success.

A strong start sets the tone for the entire process. That’s why, from the very first meeting, a dedicated loan officer works tirelessly to ensure no detail is overlooked. Each loan goes through a diligent review, ensuring the best outcome in the shortest amount of time.

A Powerful Framework

A Powerful Framework

Optimize your loan structure.

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A Powerful Framework

Optimize your loan structure.

Today’s mortgage industry is constantly evolving, and so, through ongoing staff training, we keep our team ahead of regulations and market changes. Because well trained professionals are a key part of our strategic infrastructure, driving your loan application from careful planning to strong closing.

A Solid Proposal

A Solid Proposal

Highlight what makes your deal stand out.

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A Solid Proposal

Highlight what makes your deal stand out.

There’s a right way and wrong way to present your proposal to lenders. Luckily, we know the right way. We know which details will make your loan stand out in the best possible way, and work closely with you to create a strong presentation that lenders will confidently accept.

Strong relationships

Strong relationships

Trust keeps your loan moving forward.

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Strong relationships

Trust keeps your loan moving forward.

When a top lender says, “I only know 3 brokerage firms who can be trusted when they say it’s a good deal, and Everest is one of those 3”, we know we’re doing our job. Everest is a well-known, trusted name in the industry. Thanks to our close relationships with lenders, we can approach your loan with creativity and out of the box thinking, and collaborate to arrange fast, flexible solutions.

Peak Results

Peak Results

Close on your deal with confidence.

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Peak Results

Close on your deal with confidence.

All the strategy in the world means nothing if you can’t close the deal. Our clients trust us to work tirelessly until the job is done. Unfazed by the unexpected, unfaltering in going the extra mile, and undeterred by last-minute complications, at Everest we close your loan. Period.

We provide commercial mortgage solutions for:

01
Our expertise in loan presentations helps your organization secure competitive rates on acquisition loans for new purchases, refinancing, or franchise purchases.
02
We coordinate low-risk bridge loans, so you can obtain working capital and take advantage of time sensitive ventures.
03
Presentation is everything when it comes to construction loans. Our expert loan officers will help qualify you for competitive rates by delivering a strong loan proposal to top lenders and investors.
04
Institutions throughout the country rely on our experts to guide them through the complicated loan options available, and secure competitive offers from multiple sources.

Meet our Commercial Officers

Brooke Jacob

CEO & Chief Loan Officer

In 2004, after more than a decade as a top producer in her field, Brooke founded The Everest Equity Company, Inc.  Her vision is brought to life as a boutique mortgage brokerage offering a uniquely elevated experience: the perfect merging ...

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Brooke Jacob

CEO & Chief Loan Officer

In 2004, after more than a decade as a top producer in her field, Brooke founded The Everest Equity Company, Inc.  Her vision is brought to life as a boutique mortgage brokerage offering a uniquely elevated experience: the perfect merging of strength and heart.

In this environment, Brooke has effectively created a haven for her clients- from the first time homebuyer to the billionaire commercial investor.  As well, she has built the perfect atmosphere in which to mentor her growing team into their best, most successful selves.

With more than 25 years of commercial and residential mortgage experience, Brooke brings a distinctive element to the world of finance.  As an active listener, she takes the time to get to know each client and their long and short-term goals.  This ensures that, when presenting loans to the myriad lenders she works with, she can be a most effective advocate, taking every nuance into account to meet each client’s best interests.  Her award-winning signature service is meticulous, passionate and with the highest standard of integrity.

As someone who loves life and lives it with intention, Brooke feeds her high energy and entrepreneurial spirit through prayer and mindfulness.  An avid reader of success literature, she applies its tenets to all areas – thoughtful parenting, healthy living, and maintaining the blessing of the ten loveliest and most loyal childhood friends one could hope for!  In their travels, she and her husband take especial delight in exploring historic cities, and the resultant verve fuels and complements her work.

“Never stop learning because life never stops teaching.”

brooke@everestequity.com

845.357.6900 ext. 143

NMLS# 49558

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Management Team

J

Jacqueline Salamon

Quality Control Manager

As the The Everest Equity Company’s ‘gatekeeper’, Jacqueline enforces all Quality Control requirements and policies, personally reviewing every single loan file.  She is instrumental in ensuring that our borrowers are protected, and legal guidelines are met.   

Ten years ago Jacqueline started out as Everest Equity’s operations manager.  Her natural eye for detail and grasp of lending compliance made for a seamless promotion to Quality Control Manager where her skills are put to good use for all federal and state reporting protocol.

With her wry sense of humor and kindness, she manages to uplift those around her while staying true to the highest standards of compliance.  Jacqueline enjoys long walks and hosting beautiful parties for friends and family.

“It is not only fine feathers that make fine birds.”

jacqueline@everestequity.com

845.357.6900 ext. 175

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Rifky Leifer

Operations Manager

Cheerful, upbeat and outgoing, Rifky’s positive personality is contagious! A great multi-tasker with 2 years of office management experience under her belt, Rifky ensures the office runs smoothly and efficiently.

With her charming personality, Rifky’s smile reflects on anyone who comes through our door – be it employee or client.

Rifky’s hobbies include spending quality time with friends, and her creative streaks are expressed through her passion for photography.

‘The good thing about a bad day is that it is a bad day because you have good things.’

rifky@everestequity.com

845.357.6900

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Sara Markovits

Vice President

Sara has been with The Everest Equity Company since its inception, setting up and overseeing all regulatory, legal and human resource aspects.  Her dedication and strong attention to detail fuel her drive to promote the healthy growth of each individual within the company, as well as the company itself.

Everest Equity has earned its exemplary reputation with clients and banking departments alike, in large part because of the systems Sara has created and implemented.  Impeccably organized and discerning, she ensures that each employee is equipped with the tools and support they need to maximize their success.

A peace-keeper, business coach and professional brownie baker, her personal touch keeps the Everest Equity environment a peaceful and happy place to be.

“What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.”

saram@everestequity.com

845.357.6900 ext. 186

 

Loan Originators

A

Alex Berkowitz

Alex has 15 years of exemplary service in the mortgage industry, earning a reputation for calm and educated professionalism.  He is a true partner in his clients’ financial goals. Honest, creative and highly accessible, Alex is strongly committed to supporting his borrowers throughout their loan journey.

A team player, he is someone who gets along with everyone and sets new standards for how the mortgage process can feel.  With confidence, compassion and a cool head, Alex is his clients’ best-kept secret.

A native Clevelander, Alex enjoys the ocean, doting on his family, socializing with friends, and playing sports.

“No act of kindness, no matter how small, is ever wasted.”

alex@everestequity.com

845.357.6900 ext. 102

NMLS# 61990

B

Baila Schwartz

Commercial Loan Originator

To Baila, the balance of life and work rests in their similarity, not divergence. She believes both are built on human connection, and proudly blurs the lines between 9-5 and 5-9. That inspires her two powerful tenets: Baila lives her work—and never stops working at life.

Those meaningful connections run the gamut from investor to banker to colleague, and around again. And the proof is in her performance. By every metric, Baila is a commercial loan-processing powerhouse and remains one of Everest’s most eager climbers.

When asked what drives her, she simply expresses a passion for a heightened level of living, whether that means working with the best in the business; investing beyond-due diligence to bring a loan to the closing table; or scooting off to an exotic destination whenever possibility allows.

Because at heart, Baila is nothing if not a fulltime life-enthusiast.

“Instead of trying to make your life perfect, give yourself the freedom to make it an adventure, and go ever upward.”

baila@everestequity.com

845.357.6900 ext. 134

B

Brooke Jacob

CEO &Chief Loan Officer

In 2004, after more than a decade as a top producer in her field, Brooke founded The Everest Equity Company, Inc.  Her vision is brought to life as a boutique mortgage brokerage offering a uniquely elevated experience: the perfect merging of strength and heart.

In this environment, Brooke has effectively created a haven for her clients- from the first time homebuyer to the billionaire commercial investor.  As well, she has built the perfect atmosphere in which to mentor her growing team into their best, most successful selves.

With more than 25 years of commercial and residential mortgage experience, Brooke brings a distinctive element to the world of finance.  As an active listener, she takes the time to get to know each client and their long and short-term goals.  This ensures that, when presenting loans to the myriad lenders she works with, she can be a most effective advocate, taking every nuance into account to meet each client’s best interests.  Her award-winning signature service is meticulous, passionate and with the highest standard of integrity.

As someone who loves life and lives it with intention, Brooke feeds her high energy and entrepreneurial spirit through prayer and mindfulness.  An avid reader of success literature, she applies its tenets to all areas – thoughtful parenting, healthy living, and maintaining the blessing of the ten loveliest and most loyal childhood friends one could hope for!  In their travels, she and her husband take especial delight in exploring historic cities, and the resultant verve fuels and complements her work.

“Never stop learning because life never stops teaching.”

brooke@everestequity.com

845.357.6900 ext. 143

NMLS# 49558

D

David Glauber

David comes to his mortgage fluency through a solid background in accounting.  To the happy benefit of his clients, he truly enjoys working with numbers, finessing a dedicated and precisely tailored mortgage strategy every time.

Accessible and personable, David projects a peaceful confidence that is reflected in each client’s loan experience.  Strong ambition means he instinctively goes every extra mile to ensure a full-service and skillful outcome.

David has a life-long love for learning and self-development.  His passion for music, the outdoors and giving back to the community is made even sweeter in that he can share it with his young family.

“You just can’t beat the person who won’t give up”

david@everestequity.com

845.357.6900 ext. 119

NMLS #1772247

E

Eli Wohlberg

Eli delights in meeting new people and helping them into their dream homes.  He diligently ensures that each client receives the best custom option available so they can enjoy a satisfying real estate experience.  

Eli’s clients appreciate how his thorough friendly guidance makes it easy.  Behind the scenes he puts his efficient and proficient mortgage savvy to work to wonderful results.

Eli enjoys spending time with his family, travel, music, reading, and keeping his finger on the pulse of world news and politics.

“You’ve never lived this day before and you never will again. Make the most of it!”

eli@everestequity.com

845.357.6900 ext. 165

NMLS# 1432628

F

Faye Berkowitz

When Faye entered the mortgage industry in 2002 as a loan processor, her passion for hard work began.  Her extraordinary attention to detail and a blitz-speed work ethic are what sets her apart.  Having closed thousands of loans, she developed the qualities to handle the most complicated of mortgage scenarios.

A self-described workaholic, her specialties include complicated tax return analysis and a thorough understanding of the credit scoring system.  By ensuring steady communication and a whatever-it-takes approach to customer service, Faye takes careful care of her clients.

Faye is an enthusiastic advocate for, and shining example of, the benefits of a natural and healthy lifestyle.

“Flexible people never get bent out of shape.”

faye@everestequity.com

845.357. 6900 ext. 114

NMLS # 2004277

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Judy Stein

For more than 15 years, Judy has been a passionate expert in patient, creative and discreet client care.  Her reputation is well earned, with one raving accolade after another.

Radiating take-charge positivity, Judy delivers results while guiding her borrowers through what is oftentimes the largest financial commitment of their life.  Her dynamic spirit pulls her clients in as she instills a confidence that lasts beyond the closing, resulting in customers for life.

A wholehearted truth-seeker, Judy enjoys sharing her love of reading and deep appreciation for the outdoors with her beautiful family.

“The individual who says it is not possible should move out of the way of those doing it.”

judy@everestequity.com

845.357.6900 ext. 125

NMLS# 68420

L

Linda Friedman

As a former high school math teacher, Linda has put her numbers prowess to good use.  In her 20-plus years as a loan officer, she has patiently and expertly explained mortgage concepts to new and experienced borrowers alike.  

Linda sees her profession as an opportunity to help her clients reach their life goals, taking the time to break the process down into manageable and understandable bites.  As a grandmother she has a special understanding of, and affinity for, elders and reverse mortgages. Her wall full of thank-you notes from grateful homeowners stands as a testament to her fine work.

Linda and her husband have been married for 45 years and enjoy their many grandchildren.  She also relishes the time she spends hiking and jewelry-making.

“Every test in our life makes us bitter or better; every problem comes to make us or break us. The choice is ours whether we become victim or victor.”

linda@everestequity.com

845.357.6900 ext. 127

NMLS# 9004

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Rita Horowitz

Rita has spent the last 20 years excelling in the mortgage industry.  She has carved a niche for herself as a nurturer who embraces her clients’ goals as her own.   

Rita nourishes her passion for helping people by truly going out of her way for her clients.  She is super knowledgeable and keeps tuned in to industry fluctuations in order to continuously streamline the mortgage process.

Extremely service oriented, Rita makes it her mission to support every borrower in the precise way they need.  Her clients feel so understood and well cared for that she often remains part of their inner circle, friend and loan officer, for life.

As the matriarch of a beautiful family, Rita’s gentle spirit and super-efficiency welcome as they get the job done.

“Perfection is not attainable, but if we chase perfection we can catch excellence.”

ritah@everestequity.com

845.357.6900 ext. 168

NMLS# 69463

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Rochelle Miller

With nearly fifteen years of mortgage experience, Rochelle has realized her goal of procuring her clients’ financing in the most effortless and streamlined way possible.  Gentle and effective, she is a steady hand in an intricate business.

Rochelle revels in helping her clients into their perfect- and perfectly financed- new homes.  As a skillful amateur decorator, she understands the process of turning a house into the heart of the family.  She holds her clients’ hands and dreams from start to finish, helping to finance their fondest goals.

“Put your heart, mind, and soul into even your smallest acts. This is the secret of success.”

rochellem@everestequity.com

845.357.6900 ext. 118

NMLS# 1172215

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Rose Schwartz

A consummate professional, Rose has spent the last 15-plus years making her mark. Having cultivated strong connections with the top lenders in the industry, Rose maintains separate commercial and residential support staff to assist her borrowers in the most specialized manner possible.

Her commercial accomplishments encompass over a decade of successfully closed transactions.  These include ground-up construction, multi- family and commercial as well as mixed-use properties.

Rose is an inspiration: her strong work ethic and people skills engender genuine trust.  Calm, cool and collected, she also embodies the belief that it is joy that creates the best possible life, and leads by that example every day.

Rose appreciates good design and sunshine and enjoys holidays with family.

“Success is not the key to happiness.  Happiness is the key to success. If you love what you are doing, you will be successful.”

rose@everestequity.com

845.357.6900 ext. 150

NMLS# 68390

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Sam Fine

Outgoing and communicative, with a passion for helping others realize their financial goals, Sam has spent the last decade patiently guiding clients toward their best loan fit.  

He immerses himself in the mortgage and financial markets, using his broad-minded understanding to creatively hone in on the ‘just right’ mortgage product.

Sam enjoys people and takes the time to educate his borrowers, so each loan closing results in an empowered and gratified client.  He does this with a sense of humor and true know-how.

Sam has called Rockland County home all his life, and it is here that he and his wife have chosen to raise their five children.  He is active in community betterment pursuits and enjoys sports, people and spending time with his family.

“There is little success where there is little laughter.”

sam@everestequity.com

845.357.6900 ext. 197

NMLS# 28810

S

Sharon Dermer

Sharon has dedicated over 15 years to her passion for helping borrowers take sound and rewarding financial steps.  Conscientious, honest and energetic, she does whatever it takes to get results, earning the reputation she’s made each step of the way.

Sharon is a tenacious and creative partner to her clients in whatever stage of life they are in.  She proactively educates her gratified borrowers while guiding them toward very satisfying economic milestones.

A super creative and organized mother, Sharon enjoys sewing and homemaking and teaching her children the art and skills of life-management.   

“It had long since come to my attention that people of accomplishment rarely sat back and let things happen to them. They went out and happened to things.”

sharon@everestequity.com

845.357.6900 ext. 187

NMLS# 65161

Loan Processors

G

Gabrielle Gutwein

Gabby began her career with Everest Equity in 2016, where her knack for clear communication and top-notch people skills earned her many friends – from colleagues to clients! After a four year hiatus abroad with her husband,  we are thrilled to have her back on our commercial financing team.

Filled with a unique Joie de vivre, her cheerful spirit carries through to her superb financing skills – Gabby can turn a complicated scenario around with her trademark wit and sharp intellect.

Her hobbies include entertaining, and spending quality time with family and friends.

“Follow your heart, but take your brain with you.”

gabby@everestequity.com

845.357.6900 ext. 113

 

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Racquel Weinstock

With her trademark personable, high-energy style, Racquel is the one who checks all the boxes so no detail is missed.  This means ensuring all the disparate team players are on the same page and on the same schedule.  She seamlessly handles the behind-the- scenes minutiae, so that each client can maintain their peace of mind, knowing they are resting in highly capable hands.

Racquel blends persistence and positivity to create the perfect atmosphere in which to realize loan success.

“Not in doing you what you like, but in liking what you do is the secret of happiness”

racquel@everestequity.com

845.357.6900 ext. 106

S

Shmiel Lichtman

Professional and capable, Shmiel personifies pushing out of your comfort zone. His expertise in project management combined with a love of helping others makes the impossible – possible!

Shmiel’s dream to join the real estate industry is genetic – both his parents are realtors by profession.  His successes come through the positivity and trust he invests in every part of the loan process.

Although free time rarely comes his way, Shmiel’s #1 rule is family first, while catching up with friends comes in as a close second. He enjoys spur of the moment cooking and managing the projects that seem to always find him!

“Working hard for something we don’t care about is called STRESS, working hard for something we love is called PASSION.”

shmiel@everestequity.com

845.357.6900 ext. 122

 

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Our Partners Speak

For 30 years we have worked with a myriad of real estate professionals and mortgage brokers as commercial real estate appraisers. We represent a plethora of financial institutions.....
Steve Romer / Westrock Appraisal

For 30 years we have worked with a myriad of real estate professionals and mortgage brokers as commercial real estate appraisers. We represent a plethora of financial institutions regarding their commercial appraisal requirements, and we have historically interacted with commercial mortgage brokers to facilitate the appraisal process.

Over the years, we have interfaced with legions of mortgage companies who are ranked somewhere between “not to be trusted” and highly professional.  At the very top of this list is Brooke Jacob and the Everest Equity Company. In terms of their level of respect, professional interaction, courtesy, tenacity, follow-through and an uncanny ability to never cross professional lines, Brooke Jacob and her team are simply rainmakers.

They pursue every real estate endeavor with incredible dedication and determination to represent their client’s interests fairly and comprehensively. They never burn any bridges nor take advantage. But most importantly, Brooke Jacob establishes an aura of trust which permits real estate endeavors to be consummated efficiently and expeditiously. It is our deepest pleasure to do business with this unique group of professionals, and we look forward to doing business with them for generations to come.

Steve Romer / Westrock Appraisal

Recently financed

At Everest,
we close the deal.
Period.

Why I Chose A Career With Everest Equity

This position came to me by chance, and I’m so glad it did. I interviewed here for a managerial position and instead received an offer to join their team processing commercial loans. READ MORE
Baila Schwartz / Loan Processor - Commercial Real Estate
VIEW OUR TEAM

Baila Schwartz

Loan Processor - Commercial Real Estate

This position came to me by chance, and I’m so glad it did. I interviewed here for a managerial position and instead received an offer to join their team processing commercial loans. Although this wasn’t what I’d initially had in mind, I went for it, because I was intrigued and was excited to challenge myself.

Working at Everest has been an incredible experience, mostly due to the amazing people I work for. I’ve never met anyone who has their priorities so in check.  Their honest approach and attitude toward business is inspiring. They are my absolute role models – I really look up to them.

The most valuable tool I’ve learned here is how to negotiate in an open, respectful way. I’ve also learned how to address a challenge with patience and fortitude. Events don’t always happen the way you might have planned, but if you approach issues with calm determination, things have a way of falling in to place.