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Client Relations Specialist - Loan Servicing
Berkadia
Facilitating effective communication and coordination between stakeholders in a commercial loan servicing company.
19d ago
Expert & Leadership (13+ years), Junior (1-3 years), Experienced (8-12 years), Intermediate (4-7 years)
Full Time
Ambler, PA
Office Full-Time
Company Size
2,000 Employees
Service Specialisms
Investment Sales
Debt & Equity Placement
Valuation & Advisory
Capital Markets
Asset Management
Real Estate Brokerage
Research & Consulting
Sector Specialisms
Affordable Housing
Hotels & Hospitality
Manufactured Housing
Medical & Life Sciences
Multifamily Housing
Seniors Housing & Healthcare
Single-Family Rental & Build-to-Rent
Student Housing
Role
What you would be doing
lease review
portfolio monitoring
technical training
compliance management
loan trigger management
referral management
- Review written analysis of lease documents and enforce approval conditions.
- Monitor portfolio specific reports and adhere to established Berkadia policies and procedures for processing open items or issues.
- Develop personal technical skills by completing appropriate training courses and satisfying the annual required training hour minimum.
- Work with all applicable functional business units to ensure compliance with loan document requirements and borrower requests on all servicing systems.
- Monitor and review loan specific trigger events to ensure appropriate action is taken to meet required deadlines.
- Provide detailed referral requests, including applicable loan documents and investor requirements on transactions requiring lender consent such as easements, partial releases, and condemnations.
- Manage and/or escalate complex issues that will include some decision making on the Client Relation Managers part.
- 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.
- 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.
- Confront problem situations in conjunction with assessment of loan documents and investor guidelines.
- Consult with direct report, manager, and personnel within Berkadia, as necessary, and follow-up with borrower to ensure completion of requests and inquiries.
What you bring
collaborate
adapt
communicate
detail
confidentiality
- Strong ability to collaborate effectively within team settings and adapt swiftly to evolving business environments, maintaining productivity and focus.
- Possess exceptional communication abilities, with proficiency in both written and verbal forms, essential for clear and effective client interactions and internal communications.
- Exhibit meticulous attention to detail, ensuring accuracy and consistency in all tasks, critical for maintaining high standards of client service and operational excellence.
- Commitment to upholding confidentiality, with a strong adherence to organizational policies and procedures, ensuring integrity and trust in handling sensitive information.
- Monthly paid volunteer hours and donation matching to benefit our communities
- Mental health care, including free counseling sessions:
- Up to 12-weeks of fully paid parental leave
- Employee Resource Groups that help you grow with us
- Fertility and family planning services
- Pet insurance discounts
- We'll help you fund your learning journey with generous tuition reimbursement
Information not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearance- credit and criminal background checks may be conducted
Company
Overview
2009
Year Founded
The company was established in 2009 and has since grown to become a leading player in the commercial real estate sector.
- Specializing in real estate investment sales, mortgage banking, and advisory services, they have established a strong presence across the U.S.
- Berkadia's integrated platform brings together experts in finance, operations, and real estate management to deliver results for clients.
- Notable for their work in multifamily and commercial properties, Berkadia is known for its strategic insights and deep market knowledge.
- The company has worked on some of the largest real estate transactions and property portfolios in the country.
- Berkadia's global reach is reflected in their ability to cater to both national and international clients with complex real estate needs.
- A hallmark of their success is their innovative approach to real estate finance, leveraging cutting-edge technologies and data analytics.
- From major urban developments to specialized commercial projects, Berkadia's work spans across a diverse range of sectors.
- Integrity – We do the right thing, always.
- Client-Focus – We put our clients’ interests at the heart of everything we do.
- Teamwork – We collaborate across teams to achieve the best outcomes.
- Entrepreneurial Spirit – We embrace innovation and take ownership of our work.
- Excellence – We strive for the highest standards in everything we undertake.
2040 target
Net-zero Emissions Goal
The company has set a goal to achieve net-zero emissions by 2040, reflecting its commitment to combating climate change.
15% energy reduction
Energy Efficiency Upgrades
Energy use has been reduced by 15% across owned and operated offices through efficiency upgrades.
20% emission reduction
Scope 1 & 2 Emissions Achieved
Annual Scope 1 and 2 emissions have been reduced by 20% over the past three years.
50% renewable energy
Commitment by 2027
The company has committed to sourcing 50% of its electricity from renewable sources by 2027.
- Reduce business travel emissions by 25% through virtual meeting initiatives.
40% Women Leaders
Gender Diversity Target
Aiming for 40% women in leadership roles by 2026.
30% Gender Diversity
Organization-wide Standard
Maintaining at least 30% gender diversity across all departments.
35% Female Leaders
Current Progress
Currently, 35% of leadership positions are held by women as of 2024.
2% Pay Gap
Compensation Equity
Annual reviews confirm a minimal gender pay gap of less than 2%.
- Offer mentorship programs supporting women and underrepresented employees, with 200+ participants in 2024.
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