Jason C. Bergman, Esq., CRE

Experience

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  Certilman Balin Adler & Hyman, LLP

  Sept 2002 - Aug 2003

  Associate Attorney, Foreclosure Department

  Represented lenders in residential foreclosure actions. Reviewed and analyzed loan documents, prepared foreclosure complaints, drafted and negotiated forbearance agreements, deeds-in-lieu of foreclosure, and prepared files for and represented plain􀆟ffs at referee auction sales and bank closings.

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  Bee Ready Fishbein Hatter & Donovan, LLP

  Aug 2003 - Mar 2005

  Associate Attorney, Real Estate Department

  Structured, negotiated, and closed financing transactions for regional and national banks, private banks, investment banks, asset-based lenders, hedge and private equity funds, specialty lenders, finance companies, and corporate and individual borrowers. Advised lenders on loan restructurings and workouts, including debtor-in-possession financing.

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  Jaspan Schlesinger LLP

  Mar 2005 - Sept 2006

  Associate Attorney, Real Estate Department

  Represented clients in commercial and residential real estate financing transactions. Counseled and advised clients on the sale and acquisition, financing, leasing, construction and use and development of commercial and residential real property. Obtained necessary land use approvals and permits from local, state, and federal government agencies in connection with the use and development of client properties. Daily responsibilities included pre-contract due diligence, entity formation and structuring, preparation and negotiation of contracts of sale, leases, easements, restrictive covenants, license agreements, construction agreements, and financing documents. Was responsible for the resolution of title issues, and the preparation of closing instruments and representation at closings. Serviced loans for private lenders. Show less

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  BERGin Properties, LLC

  Sept 2006 - Jan 2008

  Principal

  Assembled and managed a private portfolio of investment properties.

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  Fidelity National Title

  Jan 2008 - Aug 2009

  Claims Counsel

  Investigated title insurance claims and issued coverage determinations for claims involving, inter alia, forged deeds and mortgages, mechanic’s liens, recording and priority disputes, adverse possession, quiet title actions, and boundary disputes. Evaluated loss under title insurance policies, assessed defenses for the insured and/or the insurer, retained and managed outside litigation counsel, and devised and/or assisted with claim resolution, including litigation analysis and strategy. Negotiated settlements and resolutions with claimants and counsel. Appeared at mediations and settlement conferences. Managed claims budgets and determined settlement and expense reserves. Directed outside counsel on litigation strategy through the course of claim administration and litigation. Identified and pursued sources for recoupment of losses and expenses. Although based in New York, the affected claims regions were the Northeast, Mid-Atlantic, and Southeast. Show less

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  First American Title

  Aug 2009 - Apr 2016

  Investigated title insurance claims and issued coverage determinations for claims involving, inter alia, forged deeds and mortgages, mechanic’s liens, recording and priority disputes, adverse possession, quiet title actions, and boundary disputes. Evaluated loss under title insurance policies, assessed defenses for the insured and/or the insurer, retained and managed outside litigation counsel, and devised and/or assisted with claim resolution, including litigation analysis and strategy. Negotiated settlements and resolutions with claimants and counsel. Appeared at mediations and settlement conferences. Managed claims budgets and determined settlement and expense reserves. Directed outside counsel on litigation strategy through the course of claim administration and litigation. Identified and pursued sources for recoupment of losses and expenses. The affected claims regions were New York, Massachusetts, Pennsylvania, and Maryland. Was primarily responsible for title insurance claims born out of foreclosure in New York State. Show less

  • Underwriting Counsel

    Nov 2012 - Apr 2016

  • Claims Counsel

    Aug 2009 - Nov 2012
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  Kensington Vanguard National Land Services, LLC.

  Apr 2016 - Nov 2019

  Vice President & Underwriting Counsel

  Underwrote the issuance of commercial and residential title insurance policies for real estate transactions throughout New York State. Analyzed and quantified risk to determine appropriate title clearance measures. Counseled parties on transfer and mortgage recording tax mitigation. Assisted in document preparation and review with an emphasis on commercial mortgages and construction financing.

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  Benchmark Title Agency, LLC

  Nov 2019 - now

  Vice President & Senior Underwriting Counsel

  Benchmark Title Agency, a NYS and NYC MWBE Certified Business Enterprise, is an established leader in residential and commercial title insurance throughout New York State, regularly insuring transactions with a concentration in New York City, the Hudson Valley, and Long Island.Responsible for underwriting the issuance of commercial and residential title insurance policies for real estate transactions throughout New York State. Analyze and quantify risk to determine appropriate title clearance measures. Counsel parties on transfer and mortgage recording tax mitigation. Assist in document preparation and review. Show less