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AVP - Portfolio Analyst, Loan Servicing
Berkadia
Manage commercial loan portfolios, liaise with borrowers/lenders, ensure compliance.
13d ago
Intermediate (4-7 years), Experienced (8-12 years), Expert & Leadership (13+ 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
loan compliance
underwriting review
asset reporting
performance monitoring
client liaison
covenant analysis
- Ensure compliance with all applicable loan documents, inter-creditor, participation, and servicing agreements, and handle timely processing of all loan-related matters and requests.
- Manage and escalate complex issues requiring higher-level decision-making within Berkadia or consent from external parties.
- Monitor and process borrower requests, prepare underwriting recommendations for approval by Berkadia managers or external lenders, collaborating with internal/external counsel, rating agencies, and trustees as needed.
- Prepare quarterly asset summaries, surveillance reports, and other required deliverables for lenders.
- Monitor property performance, including analysis of the borrower’s business plan and market conditions.
- Handle detailed referral requests to other servicing departments for transactions requiring lender consent, such as easements and casualty losses.
- Approve e-forms and recommend defaulted loans for transfer to the special servicer, adhering to Berkadia’s Banking and Cash Activities Approval Limits.
- Serve as the primary point of contact for borrowers and lenders, managing a portfolio of commercial mortgage loans and fostering Berkadia’s servicing relationships.
- Consult with Berkadia managers and follow up with borrowers to ensure the completion of requests and inquiries.
- Review and prepare recommendation packages for future funding draws, including contract reviews and construction budget assessments.
- Maintain comprehensive knowledge of loan documents, lender agreements, and servicing contracts to effectively administer loans and ensure company compliance.
- Administer daily loan portfolio activities, including payment status checks, collection calls, fund identification, and compliance monitoring, escalating non-compliance or defaults as necessary.
- Review and analyze financial covenants, trigger events, and debt service coverage ratio (DSCR) tests.
- Collaborate with functional units such as Tax, Insurance, and Escrow Analysis to process borrower requests and administer loan requirements, including reserve draws and insurance maintenance.
- Collect and assist with the analysis of property operating statements, rent rolls, and financial statements of borrowers/guarantors.
What you bring
bachelor's degree
organizational
customer service
asset analysis
microsoft office
3+ years
- Bachelor's degree or equivalent.
- Exceptional organizational skills, capable of multitasking effectively in a dynamic, fast-paced environment with competing priorities, and a keen attention to detail.
- Strong customer service orientation, with a focus on risk management and asset management, complemented by excellent communication skills for clear and effective interaction across all organizational levels.
- Skilled in analyzing property operating statements and rent rolls to assess asset performance in relation to loan requirements and underwritten metrics.
- Proficient in Microsoft Office (Outlook, Word, Excel) and familiar with mortgage industry-specific applications like McCracken Strategy, along with strong ability to adapt to new software and intranet-based workflows.
- 3+ years of experience in a similar position.
- Pet insurance discounts
- Fertility and family planning services
- We'll help you fund your learning journey with generous tuition reimbursement
- Monthly paid volunteer hours and donation matching to benefit our communities
- Up to 12-weeks of fully paid parental leave
- Employee Resource Groups that help you grow with us
- Mental health care, including free counseling sessions:
Information not given or found
Interview process
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Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
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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.
- 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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