Portfolio Analyst – Construction Loans

Berkadia Proprietary Holding LLC; Ambler, Northern (Montgomery County, KY); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Volunteer hours

Tuition reimbursement

Parental leave

Mental health support

Tuition assistance reimbursement

Pet insurance discounts

Employee Resource Groups

Job summary

Berkadia in Ambler, PA is seeking a detail-oriented professional to manage loan servicing tasks, respond to borrower inquiries, and ensure timely processing of payments and reports. The role emphasizes accuracy, communication, and collaboration across teams to support asset performance.

Responsibilities include loan document reviews, payment reconciliation, and preparation of lender deliverables, with opportunities to enhance technical skills through training and adherence to Berkadia policies.

Qualifications

• Strong customer service orientation within risk/asset management context.
• Excellent verbal and written communication across all levels.
• Organized, detail-oriented, able to multitask in a fast-paced environment.

Responsibilities

• Respond promptly to borrower inquiries for the assigned loan portfolio.
• Investigate and resolve payment issues, including suspense payments.
• Administer hard lockbox waterfall processing with the Cash Managed Loans Group.
• Return monthly excess funds timely from lockbox, sweep, and ground lease payments.
• Initiate collection calls to follow up on delinquent financial statements.
• Monitor deferred maintenance items and review loan documents for compliance.
• Prepare quarterly asset summaries and surveillance reports for lenders.
• Review funding draw requisitions and prepare lender recommendation packages.

Skills

MS Office

Customer service

Communication skills

Organizational skills

Financial statement analysis

Tools

McCracken Strategy

Intranet workflows

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.

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 Qualification s

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.

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.