Client Relations Specialist - Loan Servicing

Description

• Monitor, administer, or refer borrower requests to the appropriate Servicing functional business unit or outside party upon review of the applicable loan documents and service agreements.
• Provide detailed referral requests, including applicable loan documents and investor requirements on transactions requiring lender consent such as easements, partial releases, and condemnations.
• Monitor and review loan specific trigger events to ensure appropriate action is taken to meet required deadlines.
• Review written analysis of lease documents and enforce approval conditions.
• Consult with direct report, manager, and personnel within Berkadia, as necessary, and follow-up with borrower to ensure completion of requests and inquiries.
• Work with all applicable functional business units to ensure compliance with loan document requirements and borrower requests on all servicing systems.
• Develop personal technical skills by completing appropriate training courses and satisfying the annual required training hour minimum.
• Confront problem situations in conjunction with assessment of loan documents and investor guidelines.
• Manage and/or escalate complex issues that will include some decision making on the Client Relation Managers part.
• Monitor portfolio specific reports and adhere to established Berkadia policies and procedures for processing open items or issues.
• Work with management on appropriate responses and decisions regarding risk assessment of loans including comprehensive reviews of construction draw requests, potential loan servicing transfers, including loan document and servicing agreement requirements.

Requirements

• Possess exceptional communication abilities, with proficiency in both written and verbal forms, essential for clear and effective client interactions and internal communications.
• Commitment to upholding confidentiality, with a strong adherence to organizational policies and procedures, ensuring integrity and trust in handling sensitive information.
• Exhibit meticulous attention to detail, ensuring accuracy and consistency in all tasks, critical for maintaining high standards of client service and operational excellence.
• Strong ability to collaborate effectively within team settings and adapt swiftly to evolving business environments, maintaining productivity and focus.

Benefits

• Fertility and family planning services
• Employee Resource Groups that help you grow with us
• Pet insurance discounts
• Mental health care, including free counseling sessions:
• Monthly paid volunteer hours and donation matching to benefit our communities
• We'll help you fund your learning journey with generous tuition reimbursement
• Up to 12-weeks of fully paid parental leave

Training + Development

Interview process

Visa Sponsorship

Security clearance