Loan Boarding Analyst

Berkadia; Ambler (Montgomery County); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Volunteer hours

Employee Resource Groups

Fertility and family planning services

Parental leave (up to 12 weeks)

Mental health care (free counseling)

Tuition reimbursement

Pet insurance

Job summary

Berkadia is seeking a detail-oriented Servicing Specialist to act as a subject matter expert on the McCracken servicing system. You will support the Client Relations team with billing issues, loan modifications, and amortization discrepancies, while performing data cleanup and standardization tasks using the Servicing Data Warehouse.

The role requires strong Excel and Cognos skills, plus experience with McCracken Strategy and Query Tools.

Qualifications

• Ability to read, review and understand legal documentation, preferably related to commercial loans.
• Excellent oral and written communication skills.
• Strong organizational, time management and problem-solving skills.
• Self-motivated with attention to detail and results-oriented.
• Advanced proficiency with Microsoft Office applications (Excel, Outlook, PowerPoint, Word).
• Proficiency with McCracken Strategy and Query Tools.

Responsibilities

• Serve as a subject matter expert on McCracken, assisting with the resolution of billing and accrual issues.
• Interact with servicing loan administration, client relations teams, and external clients as needed.
• Conduct quality control reviews on new loans entered in McCracken, ensuring correct settings.
• Monitor and maintain loans requiring manual updates due to scheduled changes or billing requirements.
• Act as a point of contact for high-risk system updates to minimize internal fraud risk.
• Manage and respond to department mailbox emails with timely, accurate replies.
• Support end-users of Berkadia’s borrower and investor websites.
• Participate in process improvement and innovation projects.
• Coordinate data cleanup initiatives using the Servicing Data Warehouse.
• Assist in training department members to improve performance and knowledge.
• Write and update department procedures as needed.
• Participate in system upgrade testing or disaster recovery testing.

Skills

Excel

PivotTables

VLOOKUP

McCracken System

Query Tools

Cognos

Communication

Education

Bachelor’s degree or equivalent

1–2 years experience in a similar position

Tools

McCracken Strategy

Query Tools

IBM Cognos

Job description

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? Discover your next opportunity at Berkadia and apply today.

This position offers high visibility with both internal and external clients, focusing on data input and integrity. The successful candidate will act as a subject matter expert on the McCracken servicing system, supporting our Client Relations team in resolving issues related to billing, loan modifications, amortization schedule discrepancies, and loan triggers.

Responsibilities

Essential Duties (Primary Responsibilities) include the following.

• Serve as a subject matter expert on McCracken, assisting with the resolution of billing and accrual issues due to modifications, discrepancies in amortization schedules, or loan triggers.
• Interact with servicing loan administration and client relations teams as well as external clients, as needed, in handling sensitive and critical issues.
• Conduct quality control reviews on new loans entered in McCracken, ensuring settings for rates, accruals, and billing aligned with the loan documents.
• Monitor and maintain loans that require regular manual updates due to scheduled changes or specific billing requirements that McCracken cannot automatically handle.
• Act as a point of contact for high-risk system updates, such as updating daily rates, setting up bank accounts, check payee names, and vendors, to minimize the risk of internal fraud.
• Manage and respond to email correspondence in the department mailboxes, ensuring timely and accurate replies, reviewing necessary documentation, and securing approvals in accordance with department policies and procedures.
• Support end-users of Berkadia’s borrower and investor websites.
• Participate in continuous departmental process improvement and innovation projects timely and efficiently.
• Coordinate assigned data cleanup initiatives, utilizing the Servicing Data Warehouse to analyze data, prepare corrections, and monitor processes on an ongoing basis.
• Assist in training department members or other internal team members to improve performance and knowledge within the department and the Servicing team.
• Write and update department procedures, as needed.
• Participate in system upgrade testing or disaster recovery testing, as needed.
• Perform other loan maintenance tasks or duties as required by department processes or management.

Technical Skills:

• Proficient in Microsoft Word and Excel (working with spreadsheets and formulas), with skills including VLOOKUP, creating PivotTables.
• In-depth knowledge of the McCracken Strategy servicing system, encompassing all components, such as Green Screens, CS, Asset Surveillance, and MATI tool.
• Basic understanding of Query tool used to run reports and utilize IBM Cognos to generate data reports.

Qualifications

• Ability to read, review and understand legal documentation, preferably related to commercial loans.
• Excellent oral and written communication skills to effectively convey messages across all organizational levels.
• Strong organizational, time management and problem-solving skills, enabling prioritization of tasks, efficient issue resolution, and effective multitasking in a competitive environment.
• Self-motivated with keen attention to detail, action-and-results oriented, and a proactive approach that includes making suggestions and providing options.
• Advanced proficiency with Microsoft Office applications, including Excel, Outlook, PowerPoint and Word.
• Proficiency with McCracken Strategy and Query Tools.
• Bachelor’s degree or equivalent
• One to two years prior experiencein a similar position.

#LI-HG1

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 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.