Portfolio Analyst, Loan Servicing

Description

• Manage and escalate complex issues that may require higher-level decision-making within Berkadia or consent from external parties.
• Review future funding draw requisitions and prepare recommendation packages for the lender, including review of contracts, invoices, and construction budget balancing.
• Monitor portfolio-specific reports and adhere to Berkadia policies and procedures for processing open items or issues.
• 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.
• 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.
• Respond promptly to all borrower inquiries and requests for the assigned portfolio of loans.
• Monitor and follow up on deferred maintenance items.
• Collaborate with the Cash Managed Loans Group to administer hard lockbox waterfall processing.
• Initiate collection calls to follow up on delinquent financial statements.
• Investigate and resolve payment issues, including suspense payments.
• Consult with management and other Berkadia personnel as necessary, ensuring completion of borrower requests and inquiries.
• Prepare quarterly asset summaries, surveillance reports, and other required deliverables for lender use.

Requirements

• 3+ years of experience in a similar position.
• Proactive and autonomous work ethic with the ability to manage conflicting stakeholder expectations and priorities, while effectively escalating issues and collaborating on shared responsibilities.
• 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.
• 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.

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