Loan Surveillance Analyst

Socket.dev; Irvine (CA); On-site; USD 70,304 - 75,000; Full time

Benefits offered by this job

Monthly volunteer hours

Donation matching

Employee Resource Groups

Fertility and family planning services

Parental leave (up to 12 weeks)

Mental health care and counseling

Tuition reimbursement

Pet insurance discounts

Job summary

Berkadia is seeking a Loan Surveillance Analyst in Irvine, CA to monitor and analyze loan portfolios, identify risks, and prepare actionable reports for management. You will review financial statements, track payments, and ensure accuracy of loan data across teams, supporting decision-making in loan management and servicing.

Join Berkadia, the largest U.S. non-bank commercial mortgage servicer, and contribute to watchlist preparation, investor communications, and portfolio reviews while

Qualifications

• Strong writing and presentation skills for senior management.
• Advanced Microsoft Office proficiency (Excel, Word, Access).
• Experience with loan servicing data and reporting processes.
• Bachelor's degree or equivalent; 3+ years in a related role.

Responsibilities

• Monitor and analyze loan portfolio performance and risks.
• Prepare reports highlighting trends, issues, and actions.
• Review financial statements and loan data accuracy.
• Coordinate with investors, rating agencies, and clients.
• Lead investor calls and organize periodic reviews.
• Assess impact of major events on pool performance.
• Collaborate with Servicing and Special Servicers to ensure timely reporting.
• Support annual portfolio reviews and ad hoc analyses.
• All duties as assigned.

Skills

Strong writing

Presentation skills

Microsoft Office

Excel

Word

Access

Independent web research

3+ years experience

Education

Bachelor's degree or equivalent

Tools

McCracken

Job description

Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer?

The Loan Surveillance Analyst is responsible for monitoring and analyzing the performance of loan portfolios to identify risks and opportunities. This role involves reviewing financial statements, tracking loan payments, and assessing compliance with loan agreements. The analyst also prepares reports for management, highlighting trends, potential issues, and recommendations for action. They work closely with other departments to ensure the accuracy of loan data and to support decision‑making processes related to loan management and servicing.

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.

Responsibilities

• Analyze real estate collateral data, including financial statements, and write comprehensive watchlist comments for Commercial Real Estate associated with CMBS and Agency loans, incorporating market research and borrower communications for additional insights.
• Manage the workflow to ensure timely preparation and delivery of Watchlists for each assigned deal, including reviewing and approving these lists as necessary.
• Coordinate and respond to inquiries from investors, rating agencies, and clients, ensuring accurate and prompt communication.
• Collaborate with Portfolio Managers to address significant issues identified in monthly surveillance reports concerning pool, loan, and collateral performance.
• Lead and organize periodic conference calls and meetings with deal participants, managing the timing, attendance, and structure of investor calls.
• Proactively evaluate and report on the impact of significant events, such as natural disasters or major bankruptcies, on pool performance to stakeholders.
• Liaise with internal Servicing staff to gather and analyze data requested by rating agencies and investors, ensuring timely and accurate information delivery and preparing customized reports.
• Coordinate with Special Servicers to ensure accurate and current reporting on the status of specially‑serviced assets.
• Assist in the preparation of annual portfolio reviews to assess and monitor trends in pool, loan, and collateral performance.
• Other duties as assigned.

Preferred Qualifications

• Strong writing and presentation skills, with the ability to effectively communicate to senior management.
• High proficiency in Microsoft Office applications, including Excel, Word, and Access, and familiarity with loan servicing software such as McCracken.
• Excellent organizational and analytical abilities, with a knack for conducting independent web‑based research.
• Bachelor's degree or equivalent.
• 3+ years of experience in a similar position.

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.
• Tuition reimbursement to support your learning journey.
• Pet insurance discounts.
• And more!

Be Your Best Self. Be Berkadia.

Compensation

$70,304 – $75,000 USD.

Equal Opportunity Employer

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 necessary steps 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 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, and EPPA.