Investment and Banking Coordinator

Overview

Manages investment and banking activities, processes transactions, prepares reports, and ensures compliance.

Key Responsibilities

• monthly reporting
• interest calculation
• invoice processing
• bank administration
• journal entries
• investment management

Tasks

-Prepare monthly reports and analyses for senior management and corporate accounting. -Perform the calculation of interest on investment programs. -Submit servicing fee invoices for payment -Perform banking administration duties for new and current users, ensuring proper access to bank portals. -Prepare journal entries, wires, and ACH transactions to record account activity produced outside of core software system. -Manage investments in accordance with the loan documents and servicing documents, including coordinating with internal and external parties to facilitate the purchase/sale of CD’s, Treasury Bills and the oversight of Money Market Accounts. -Document and maintain procedures to ensure compliance with Corporate and Servicing standards.

Requirements

• excel
• word
• outlook
• general ledger
• banking software
• bachelor's

What You Bring

-Strong attention to detail, with excellent verbal and written communication and organizational skills. -Experience with banking software and McCracken servicing system a plus. -One to three years of experience in a similar position. -Proficiency in Microsoft Excel, Word, Outlook and familiarity with general ledger systems. -Ability to deliver superior customer service and address diverse customer needs. -Bachelor's degree or equivalent. -Understanding of Berkadia’s values and role-specific skills. -Ability to work independently and collaboratively as part of a team. -Detail-oriented, with strong prioritization and time-management skills to handle multiple tasks simultaneously.

People Also Searched For

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

About Berkadia

-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.

Sector Specialisms