drjobs Portfolio Analyst

Portfolio Analyst

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1 Vacancy
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Job Location drjobs

Scottsdale, AZ - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer

Join Berkadias loan servicing platform and learn from the best of the best at the largest U.S. nonbank commercial mortgage servicer in the industry. We provide the personal and professional development opportunities you need to impact the commercial real estate industry build a career that takes the long view and reach your full potential.Be Your Best Self. Be Berkadia.

The Portfolio Analyst is responsible for the detailed analysis and management of investment portfolios. This role involves monitoring portfolio performance conducting market research and analyzing financial data to make informed investment decisions. The analyst also prepares reports for stakeholders provides recommendations based on risk assessments and collaborates with portfolio managers to optimize investment strategies. Additionally the Portfolio Analyst ensures compliance with regulatory requirements and stays updated on market trends to adjust strategies as necessary.

We are committed to growing your career so in this role you will:

  • Respond promptly to all borrower inquiries and requests for the assigned portfolio of loans.
  • Investigate and resolve payment issues including suspense payments.
  • Collaborate with the Cash Managed Loans Group to administer hard lockbox waterfall processing.
  • Timely return of monthly excess funds from lockbox sweep and ground lease payments including rent/mortgage overages.
  • Initiate collection calls to follow up on delinquent financial statements.
  • Monitor and follow up on deferred maintenance items.
  • Review loan documents and financial statements ensuring borrower compliance with loan requirements and timeliness in meeting milestones of the underwritten business plan.
  • Prepare quarterly asset summaries surveillance reports and other required deliverables for lender use.
  • Review future funding draw requisitions and prepare recommendation packages for the lender including review of contracts invoices and construction budget balancing.
  • Provide detailed referral requests to other servicing departments for transactions requiring lender consent such as easements and casualty losses.
  • Consult with management and other Berkadia personnel as necessary ensuring completion of borrower requests and inquiries.
  • Manage and escalate complex issues that may require higherlevel decisionmaking within Berkadia or consent from external parties.
  • Monitor portfoliospecific reports and adhere to Berkadia policies and procedures for processing open items or issues.
  • Develop personal technical skills by completing appropriate training courses and meeting the annual required training hour minimum.

We are passionate about your growth so to achieve success in this role you should have:

  • High proficiency in Microsoft Office (Outlook Word Excel) and familiarity with mortgage industryspecific applications like McCracken Strategy and intranetbased workflows.
  • 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.
  • Exceptional organizational skills and the ability to multitask effectively in a fastpaced environment maintaining a keen attention to detail and the ability to analyze property operating statements and rent rolls to evaluate asset performance.
  • Proactive and autonomous work ethic with the ability to manage conflicting stakeholder expectations and priorities while effectively escalating issues and collaborating on shared responsibilities.
  • Bachelors degree or equivalent
  • 1 years of experience in a similar position

We believe People Matter so we offer benefits that go beyond:

  • Monthly paid volunteer hours and donation matching to benefit our communities
  • Employee Resource Groups that help you grow with us
  • Fertility and family planning services
  • Up to 12weeks of fully paid parental leave
  • Mental health care including free counseling sessions:
  • Well help you fund your learning journey with generous tuition reimbursement
  • Pet insurance discounts
  • And more!

Be Your Best Self. Be Berkadia.

#LIHB1

Berkadia as an equal opportunity employer celebrates our employees unique differences which we believe drives personal and companywide innovation and creates a peoplefirst culture where your career can take the long view. To achieve these goals we are committed to the full inclusion of all qualified individuals without regard to race religion age color national origin gender sexual orientation gender identity or expression marital status domestic partner status military and veteran status disability pregnancy parental status genetic information political affiliation or any other status protected by federal state and local laws.

In keeping with our commitment Berkadia takes the necessarysteps to provide a workplace free from harassment and discrimination as well as access and reasonable accommodations for individuals with you require reasonable accommodation to take part in the interview process please contact

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role you are acknowledgingBerkadias Application PolicyandBerkadias Privacy Policy. Please click the following links for more information about:EEOCEmployee Rights under the FMLAEPPA.


Required Experience:

IC

Employment Type

Full Time

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