Monitor and follow up on deferred maintenance items.
Manage and escalate complex issues that may require higher-level decision-making within Berkadia or consent from external parties.
Provide detailed referral requests to other servicing departments for transactions requiring lender consent, such as easements and casualty losses.
Timely return of monthly excess funds from lockbox, sweep, and ground lease payments, including rent/mortgage overages.
Prepare quarterly asset summaries, surveillance reports, and other required deliverables for lender use.
Monitor portfolio-specific reports and adhere to Berkadia policies and procedures for processing open items or issues.
Investigate and resolve payment issues, including suspense payments.
Review loan documents and financial statements, ensuring borrower compliance with loan requirements and timeliness in meeting milestones of the underwritten business plan.
Develop personal technical skills by completing appropriate training courses and meeting the annual required training hour minimum.
Consult with management and other Berkadia personnel as necessary, ensuring completion of borrower requests and inquiries.
Review future funding draw requisitions and prepare recommendation packages for the lender, including review of contracts, invoices, and construction budget balancing.
Initiate collection calls to follow up on delinquent financial statements.
Collaborate with the Cash Managed Loans Group to administer hard lockbox waterfall processing.
Respond promptly to all borrower inquiries and requests for the assigned portfolio of loans.
Requirements
3+ years
microsoft office
mccracken
bachelor's
customer service
proactive
3+ years of experience in a similar position.
High proficiency in Microsoft Office (Outlook, Word, Excel) and familiarity with mortgage industry-specific applications like McCracken Strategy and intranet-based workflows.
Bachelor's degree or equivalent.
Exceptional organizational skills and the ability to multitask effectively in a fast-paced environment, maintaining a keen attention to detail and the ability to analyze property operating statements and rent rolls to evaluate asset performance.
Strong customer service orientation within a risk management/asset management context, coupled with excellent communication skills for clear and succinct verbal and written interactions across all organizational levels.
Proactive and autonomous work ethic with the ability to manage conflicting stakeholder expectations and priorities, while effectively escalating issues and collaborating on shared responsibilities.
Benefits
Up to 12-weeks of fully paid parental leave
Pet insurance discounts
Fertility and family planning services
Employee Resource Groups that help you grow with us
Monthly paid volunteer hours and donation matching to benefit our communities
Mental health care, including free counseling sessions:
We'll help you fund your learning journey with generous tuition reimbursement
Training + Development
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
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Security clearance
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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.
Culture + Values
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.
Environment + Sustainability
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.
Inclusion & Diversity
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.