Client Relations Manager

Berkadia; Ambler (Montgomery County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Monthly volunteer hours and donation-m

Tuition reimbursement

Parental leave (up to 12 weeks)

Mental health care (free counseling)

Pet insurance discounts

Learning and development support

Job summary

Berkadia is seeking a detail-oriented loan servicing professional to join our platform, delivering high-quality service to our commercial mortgage clients. You will handle borrower requests, review documents, and coordinate with internal teams to ensure compliance and timely actions.

The role emphasizes collaboration, confidentiality, and accuracy, with opportunities for growth and professional development at the largest U.S. non-bank commercial mortgage servicer.

Qualifications

• Bachelor's degree or equivalent required.
• 3+ years of experience in a similar loan servicing/operations role preferred.
• Exceptional written and verbal communication abilities for client and internal interactions.
• Strong collaboration skills and adaptability in a changing environment.
• Commitment to confidentiality and adherence to policies and procedures.

Responsibilities

• Monitor and administer borrower requests and route to the appropriate servicing unit or outside party.
• Provide detailed referral requests with necessary loan documents and investor requirements.
• Review loan-specific trigger events to meet deadlines and ensure proper actions.
• Assist with risk assessments, including analysis of construction draws and servicing transfers.
• Coordinate with managers and colleagues to follow up with borrowers and ensure resolution of inquiries.

Skills

Communication

Team collaboration

Confidentiality

Attention to detail

Education

Bachelor's degree or equivalent

Job description

Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer? Join Berkadia's loan servicing platform and learn from the best of the best at the largest U.S. non-bank 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.

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

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 escape 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.

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

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
• 3+ years of experience in a similar position

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

Benefits

• 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 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 disabilities. If you require reasonable accommodation to take part in the interview process, please contact [e-mail].

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 acknowledgingBerkadia's Application PolicyandBerkadia's Privacy Policy. Please click the following links for more information about:EEOC,Employee Rights under the FMLA,EPPA.