Client Relations – Commercial Loan Servicing

Berkadia; Ambler (Montgomery County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Monthly volunteer hours & donation-mac

Fertility and family planning services

Up to 12 weeks of fully paid parental/

Mental health care and free counseling

Tuition reimbursement for learning

Pet insurance discounts

Job summary

Berkadia, a leading commercial real estate services company, seeks to hire a Client Relations Manager for the Commercial Loan Servicing team in Ambler, PA. The role coordinates among borrowers, servicing units, mortgage banking, trustees, investors, and regulators to ensure service excellence and timely loan completions.

Responsibilities include handling borrower requests, reviewing loan documents, assessing risk, and assisting with servicing transfers while maintaining adherence to policies.

Qualifications

• Excellent communication skills, both written and verbal.
• Ability to collaborate within a team and adapt to changing environments.
• Commitment to confidentiality and adherence to organizational policies.
• Meticulous attention to detail to maintain high standards of client service.

Responsibilities

• Monitor, administer, or refer borrower requests to the appropriate Servicing unit or outside party.
• Provide detailed referral requests with applicable loan documents and investor requirements.
• Monitor and review loan-specific trigger events to meet deadlines.
• Support risk assessments of loans through reviews of construction draws and servicing transfers.
• Consult with direct reports and Berkadia personnel to ensure timely responses to borrowers.
• Escalate complex issues and make decisions within authority of the Client Relations Manager.
• Review portfolio reports and adhere to Berkadia policies for processing items.
• Assess loan documents and investor guidelines in problem situations.
• Review lease document analyses and enforce approval conditions.
• Develop personal technical skills through training courses and annual hours.
• Coordinate with functional units to ensure compliance with loan documents.

Skills

Exceptional communication

Team collaboration

Confidentiality

Attention to detail

Education

Bachelor’s degree or equivalent

Job description

Client Relations – Commercial Loan Servicing

Ambler, Pennsylvania, United States of America

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?

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 escalat 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.

#LI-HF1

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!

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 acknowledging Berkadia’s Application Policy and Berkadia’s Privacy Policy . Please click the following links for more information about: EEOC , Employee Rights under the FMLA , EPPA .