AVP - Analyst

Berkadia; Irvine (CA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Monthly volunteer hours

Tuition reimbursement

Parental leave (12 weeks)

Mental health care (free counseling)

Pet insurance discounts

Employee Resource Groups

Fertility and family planning services

Learning journey funding

Job summary

Berkadia is seeking an AVP – Analyst to oversee a portfolio of small- to medium-balance commercial real estate loans. The role involves ongoing monitoring of loans and collateral across lines of business, with emphasis on workouts, liquidation strategies, and collaboration with borrowers, agency representatives, HUD, and legal counsel.

The ideal candidate brings strong financial analysis and real estate valuation skills, 3–5 years of experience, and a Bachelor’s degree.

Qualifications

• Experience in financial analysis and real estate valuation with cash flow modeling understanding.
• Strong organization skills for precise records and multiple projects, including coordination with international teams.
• 3–5 years of experience in a similar role; Bachelor’s degree or equivalent.

Responsibilities

• Monitor an assigned pool of agency Special Credit loans, interfacing with mortgage bankers, borrowers and agency representatives as needed.
• Develop and execute business plans, including workout or liquidation strategies, and present these plans to committees.
• Analyze property-level cash flows to estimate valuation, assess income/expenses, and determine capitalization rates.
• Assess borrower’s financial situation to devise effective liquidation strategies that maximize recovery.
• Collaborate with HUD and legal counsel to apply workout remedies and process loan assignments.
• Work with FNMA to implement workout strategies, address property conditions, manage forbearance requests and extensions.
• Adhere to internal and external policies, procedures, and agency program guidelines.
• Maintain accurate reporting as required.
• Minimal travel to see collateral and attend conferences, as needed.
• Other duties as assigned.

Skills

Financial analysis

Real estate valuation

Cash flow modeling

Stakeholder communication

Education

Bachelor’s degree

Tools

Excel

Job description

Be Part of the Next. Be Berkadia.

Berkadia is built on deep expertise, strong relationships, and a commitment to excellence across the commercial real estate industry. What sets us apart is our people. As a values-driven organization, we foster a culture where collaboration thrives, growth is encouraged, and employees are empowered to make an impact. Together, our people strengthen our business and help shape the future of Berkadia. Are you ready to be part of the next? Discover your next opportunity at Berkadia.

The AVP – Analyst is tasked with overseeing a portfolio of small-medium balance commercial real estate loans. The role involves continuous monitoring and surveillance of loans and collateral within various lines of business.

Responsibilities

• Monitor an assigned pool ofagency Special Credit loans, interfacing with mortgage bankers, borrowers andagency representatives as needed.
• Develop and execute business plans, including workout or liquidation strategies, and present these plans to committees. This role also requires communication with borrowers, agency representatives, and legal counsel.
• Conduct analysis of property-level cash flows to estimate property valuation, assess market income and expenses, anddeterminecapitalization rates.
• Assess the borrower’s current financial situation to devise the most effective liquidation strategy that maximizes recovery efficiently.
• Collaborate with HUD and legal counsel to apply workout remedies and process loan assignment claims.
• Work with FNMA to implement workout strategies, address property condition issues, and manage forbearance requests and extensions.
• Adhere to both internal and external policies, procedures, and agency program guidelines.
• Maintainaccurateand up-to-date reporting asrequired.
• Minimal travel to see collateral and attend conferences, as needed.
• Other duties as assigned.

PreferredQualifications

• Experience in financial analysis and real estate valuation, with anunderstanding of cash flow modeling and capitalization rates.
• Strong organizational skills with the ability tomaintainprecise records and manage multiple projects simultaneously, including coordination with international teams.
• 3-5 years of experience in a similar role
• Bachelor’s degree or equivalent professional experience

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 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions:
• We’ll help you fund your learning journey with generous tuition reimbursement
• Pet insurance discounts
• And more!

Be Your Best Self. Be Berkadia.

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the 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, discrimination, and unlawful retaliation, as well as access and reasonable accommodations for individuals with disabilities and sincerely held religious beliefs. If you require a reasonable accommodation to take part in the interview process, please contact [e-mail].

You have rights under federal, state and local 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 acknowledgingBerkadia’s Application PolicyandBerkadia’s Privacy Policy. Please click the following links for more information about:EEOC,Employee Rights under the FMLA,EPPA.