Client Relations - Commercial Loan Servicing

Berkadia; Ambler (Montgomery County); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Volunteer hours and donation matching

Employee Resource Groups

Tuition reimbursement

Parental leave (up to 12 weeks)

Job summary

Berkadia is seeking a Client Relations Manager in Ambler, PA, to act as a pivotal liaison among borrowers, servicing units, mortgage banking personnel, and investors. You will oversee information flow, resolve conflicts, and foster strong relationships to support successful transactions and ongoing service excellence.

Ideal candidates bring exceptional communication skills, collaborative mindset, and a strong focus on accuracy and confidentiality, with a Bachelor’s degree and prior experience in

Qualifications

• Excellent written and verbal communication.
• Ability to collaborate across teams and external stakeholders.
• Discretion and confidentiality in handling sensitive information.
• Meticulous attention to detail in loan servicing and documentation.

Responsibilities

• Coordinate with borrowers, servicing units, and investors to ensure timely responses.
• Review loan documents and investor requirements to support lender consent processes.
• Monitor and respond to loan events and servicing actions within deadlines.
• Escalate complex issues and provide guidance to junior staff as needed.
• Maintain compliance with borrower requests and Berkadia policies.

Skills

Communication skills

Team collaboration

Confidentiality

Attention to detail

Education

Bachelor’s degree

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 and apply today.

The Client Relations Manager at Berkadia serves as a pivotal liaison among various stakeholders including borrowers, Servicing functional business units, Mortgage Banking personnel, trustees, investors, government agencies, and rating agencies. This role is essential in facilitating effective communication and coordination to ensure all parties’ needs and regulatory requirements are met efficiently. The manager oversees the flow of information, resolves conflicts, and maintains strong, productive relationships to support successful transaction completions and ongoing service excellence.

Responsibilities

• Monitor, administer, or refer borrower requests to the appropriate Servicing functional business unit or outside party upon review of the applicable loan documents and service agreements.
• Provide detailed referral requests, including applicable loan documents and investor requirements on transactions requiring lender consent such as easements, partial releases, and condemnations.
• Monitor and review loan specific trigger events to ensure appropriate action is taken to meet required deadlines.
• Work with management on appropriate responses and decisions regarding risk assessment of loans including comprehensive reviews of construction draw requests, potential loan servicing transfers, including loan document and servicing agreement requirements.
• Consult with direct report, manager, and personnel within Berkadia, as necessary, and follow-up with borrower to ensure completion of requests and inquiries.
• Manage and/or escalation complex issues that will include some decision making on the Client Relation Managers part.
• Monitor portfolio specific reports and adhere to established Berkadia policies and procedures for processing open items or issues.
• Confront problem situations in conjunction with assessment of loan documents and investor guidelines.
• Review written analysis of lease documents and enforce approval conditions.
• Develop personal technical skills by completing appropriate training courses and satisfying the annual required training hour minimum.
• Work with all applicable functional business units to ensure compliance with loan document requirements and borrower requests on all servicing systems.
• Other duties as assigned.

Preferred Qualifications

• Possess exceptional communication abilities, with proficiency in both written and verbal forms, essential for clear and effective client interactions and internal communications.
• Strong ability to collaborate effectively within team settings and adapt swiftly to evolving business environments, maintaining productivity and focus.
• Commitment to upholding confidentiality, with a strong adherence to organizational policies and procedures, ensuring integrity and trust in handling sensitive information.
• Exhibit meticulous attention to detail, ensuring accuracy and consistency in all tasks, critical for maintaining high standards of client service and operational excellence.
• Bachelor’s degree or equivalent.

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.

Berkadia, in keeping with our commitment, 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.