Portfolio Analyst - Construction Loans

Berkadia; Ambler, Northern (Montgomery County, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Volunteer hours and donation matching

Tuition reimbursement

Parental leave (up to 12 weeks)

Mental health support

Employee resource groups

Job summary

Berkadia is seeking a diligent Loan Servicing professional in the United States to manage a loan portfolio, respond to borrower inquiries, and resolve payment issues. The role involves compiling asset summaries and coordinating with various Berkadia teams to ensure loan compliance and timely milestones.

Proficiency in MS Office and strong communication are essential for success. The position emphasizes accuracy, multitasking, and collaborative problem solving in a fast-paced environment with

Qualifications

• High proficiency in Microsoft Office (Outlook, Word, Excel).
• Strong customer service orientation in a risk/asset management context.
• Excellent communication skills across all organizational levels.

Responsibilities

• Respond promptly to borrower inquiries and requests for the assigned loan portfolio.
• Investigate and resolve payment issues, including suspense payments.
• Prepare quarterly asset summaries and surveillance reports for lender use.

Skills

Microsoft Office

Customer service

Communication

Analytical skills

Tools

McCracken Strategy

Intranet workflows

Job description

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.

Responsibilities

Respond promptly to all borrower inquiries and requests for the assigned portfolio of loans. Investigate and resolve payment issues, including suspense payments. Collaborate with the Cash Managed Loans Group to administer hard lockbox waterfall processing. Timely return of monthly excess funds from lockbox, sweep, and ground lease payments, including rent/mortgage overages. Initiate collection calls to follow up on delinquent financial statements. Monitor and follow up on deferred maintenance items. Review loan documents and financial statements, ensuring borrower compliance with loan requirements and timeliness in meeting milestones of the underwritten business plan. Prepare quarterly asset summaries, surveillance reports, and other required deliverables for lender use. Review future funding draw requisitions and prepare recommendation packages for the lender, including review of contracts, invoices, and construction budget balancing. Provide detailed referral requests to other servicing departments for transactions requiring lender consent, such as easements and casualty losses. Consult with management and other Berkadia personnel as necessary, ensuring completion of borrower requests and inquiries. Manage and elevate complex issues that may require higher-level decision-making within Berkadia or consent from external parties. Monitor portfolio‑specific reports and adhere to Berkadia policies and procedures for processing open items or issues. Develop personal technical skills by completing appropriate training courses and meeting the annual required training hour minimum. Other duties as assigned.

Preferred Qualifications

High proficiency in Microsoft Office (Outlook, Word, Excel) and familiarity with mortgage industry-specific applications like McCracken Strategy and intranet-based workflows. Strong customer service orientation within a risk management/asset management context, coupled with excellent communication skills for clear and succinct verbal and written interactions across all organizational levels. Exceptional organizational skills and the ability to multitask effectively in a fast-paced environment, maintaining a keen attention to detail and the ability to analyze property operating statements and rent rolls to evaluate asset performance. Proactive and autonomous work ethic with the ability to manage conflicting stakeholder expectations and priorities, while effectively escalating issues and collaborating on shared responsibilities.

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!

Equal Opportunity and Diversity

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.

At Berkadia, our people are shaping the future of commercial real estate. With industry-leading investments in people and technology, we’re building a culture where amazing people (like you) can do their best work as they learn, grow, and succeed. We work hard because we love what we do, and we never sacrifice our values along the way. Whether your talents lie in mortgage banking, investment sales, loan servicing, marketing, operations, finance, human resources, management, innovation, or something different altogether, we invite you to explore a wide range of commercial real estate jobs and Be Part of the Next.