Loan Servicing Analyst – Data Integrity & Billing

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

Benefits offered by this job

Volunteer hours & donation matching

Employee Resource Groups

Fertility and family planning services

Parental leave (up to 12 weeks)

Mental health support

Tuition reimbursement

Pet insurance discounts

Job summary

Berkadia is seeking a detail-oriented Servicing Data Specialist in Ambler, PA to support the Client Relations team. You will ensure data integrity in the McCracken servicing system, resolve billing and accrual issues, and coordinate with loan administration and external clients.

The role emphasizes quality control on new loans, routine updates, and process improvements. Proficiency with MS Office, Cognos, and McCracken tools is required, with a bachelor’s degree and 1–2 years’ experience

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.

Responsibilities

• 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.

Skills

Attention to detail

Communication skills

Organizational skills

MS Office proficiency

Education

Bachelor's degree or equivalent

1–2 years experience in a similar position

Tools

McCracken Strategy

Query Tools

IBM Cognos

PivotTables (Excel)

Job description

Berkadia is seeking a detail-oriented Servicing Data Specialist in Ambler, PA to support the Client Relations team. You will ensure data integrity in the McCracken servicing system, resolve billing and accrual issues, and coordinate with loan administration and external clients.

The role emphasizes quality control on new loans, routine updates, and process improvements. Proficiency with MS Office, Cognos, and McCracken tools is required, with a bachelor’s degree and 1–2 years’ experience