Real Estate Portfolio Operations Coordinator

Pacific Life; Newport Beach (CA); On-site; USD 77,000 - 94,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Wellbeing Reimbursement Account

Paid Time Off & Holidays

401k with company match

Adoption Assistance

Job summary

Pacific Life Insurance Company in Newport Beach, CA is seeking a Real Estate Portfolio Operations Coordinator to join the Loan Administration team. You will support the portfolio operations group and contribute to timely reporting and closings while coordinating property inspections and asset monitoring.

You will bring 2+ years in mortgage banking or related fields, strong Microsoft Office skills, and a proactive, customer-focused approach.

Qualifications

• 2+ years working experience in mortgage banking, commercial loan servicing, asset/property management, and/or property insurance administration.
• Strong knowledge of Microsoft Office products and the ability to quickly learn new program applications.
• Self-starter who can work independently and demonstrate initiative.
• Strong customer service, verbal, and written communication skills.

Responsibilities

• Provide technical, research, and application support for mortgage loan servicing system related projects.
• Assist with new loan closings, conversions and post-closing items.
• Collect and track financial statements for input into loan servicing system.
• Run weekly/monthly portfolio reports.
• Prepare quarterly CREFC portfolio reports and watchlists for securitized portfolios.
• Order, receive, and review property inspections and Physical Needs Assessments.
• Follow up with borrowers on deferred maintenance items and monitor until resolution.
• Review and process invoices related to property insurance renewals, replacement reserves and payment of property taxes.
• Provide support for various reporting, audit, and compliance requirements.
• Provide additional support within the Portfolio Management & Operations areas to meet objectives and deadlines for all portfolios.

Skills

Customer service

Verbal communication

Written communication

Self-motivation

Microsoft Office

CoPilot AI

Tools

Microsoft Office

CoPilot AI

Job description

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Real Estate Portfolio Operations Coordinator to join our Loan Administration team in Newport Beach, CA. As a Real Estate Portfolio Operations Coordinator, you’ll play a key role in Pacific Life’s growth and long-term success by providing support to the portfolio operations team. You will fill a role that sits on a team of approximately 17 people in the Investment division. Your colleagues will include fellow real estate commercial loan servicing and portfolio management professionals.

How you will help move us forward:

• Provide technical, research, and application support for mortgage loan servicing system related projects.
• Assist with new loan closings, conversions and post-closing items.
• Collect and track financial statements for input into loan servicing system.
• Run weekly/monthly portfolio reports.
• Prepare quarterly CREFC portfolio reports and watchlists for securitized portfolios.
• Order, receive, and review property inspections and Physical Needs Assessments.
• Follow up with borrowers on deferred maintenance items and monitor until resolution.
• Review and process invoices related to property insurance renewals, replacement reserves and payment of property taxes.
• Provide support for various reporting, audit, and compliance requirements.
• Provide additional support within the Portfolio Management & Operations areas to meet objectives and deadlines for all portfolios.

The experience you will bring:

2+ years working experience in mortgage banking, commercial loan servicing, asset/property management, and/or property insurance administration. Strong knowledge of Microsoft Office products, and the ability to quickly learn new program applications. Self-starter who can work independently and demonstrate initiative. Strong customer service, verbal, and written communication skills.

What will make you stand out:

• Display the ability to be detail oriented and to work well under deadline pressures.
• Demonstrate ability to provide excellent written and verbal communication skills including but not limited to strong customer service skills.
• Proficiency in software applications for real estate investments or asset management a plus.
• Demonstrated ability to use AI tools such as CoPilot to streamline workflows.

You can be who you are. People come first here.

We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

#LI-KP1

Base Pay Range: The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $36.95 - $45.17

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents.
• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program.
• Competitive 401k savings plan with company match and an additional contribution regardless of participation.

You Can Be Who You Are we are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Pacific Life is more than a job — it’s a career with purpose. For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. Learn more. Pacific Life's success is driven by our people. We create, embrace and sustain an inclusive workplace where all employees are respected and supported throughout their career. Our values inspire and direct our actions shaping the vibrant culture we proudly uphold. Learn more.