Sr Loan Boarding Analyst

N1000 Berkadia Commercial Mortgage LLC; Ambler (Montgomery County); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Paid parental leave

Tuition reimbursement

Mental health care

Volunteer hours

Pet insurance discounts

Job summary

Berkadia in Ambler, PA is seeking a Senior Loan Boarding Analyst to join our commercial real estate servicing team. You will coordinate with clients and internal teams, review loan documentation, input data into the servicing system, and ensure accuracy and timeliness in all postings.

The role emphasizes leadership, training, and process improvement across post-closing workflows. Strong communication and attention to detail are essential as you help manage complex loan packages and support

Qualifications

• Experience in Commercial Real Estate with understanding of property markets and related financial strategies.
• In-depth knowledge of the full loan boarding lifecycle, from initiation to completion.
• Excellent oral and written communication; strong documentation and liaison skills.

Responsibilities

• Handle the full range of tasks within the New Loan Boarding job description with minimal oversight from management.
• Train/develop team members to improve performance and knowledge within the department.
• Oversee email correspondence in New Loan Boarding mailboxes and ensure SLA-compliant responses.
• Intake, review and interpret all post-closing loan packages for all loan product types; follow up on exceptions.
• Coordinate data mapping and uploads for acquisitions and reconciliations.

Skills

Commercial Real Estate

Oral communication

Written communication

Tools

McCracken Strategy

IBM Cognos

Microsoft Office Suite

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. Are you ready to be part of the next? Discover your next opportunity at Berkadia.

The Senior Loan Boarding Analyst role requires strong leadership skills in addition to a strong understanding of commercial real estate, excellent organizational skills, and the ability to work independently and collaboratively.

The Senior Loan Boarding Analyst will have high visibility with internal and external clients and will be responsible for coordinating with various parties, reviewing, and interpreting loan documentation, ensuring accurate and complete input of loan data into the servicing system, conducting quality control checks, resolving discrepancies, and reviewing loan modification documentation. This role also involves collaborating with other departments, providing support to team members, staying updated on industry regulations, participating in training programs, and overseeing special projects as assigned.

Responsibilities

• Handle the full range of tasks within the New Loan Boarding job description with minimal intervention or oversight from management, demonstrating a solid foundation and knowledge of the processes and procedures within the department.
• Train/develop team members to improve performance and knowledge within the department.
• Oversee and respond to email correspondence received in the New Loan Boarding and Acquisitions/Conversions mailboxes and ensure responses are handled according to the internal SLA.
• Intake, review and interpret all post-closing loan packages from internal and external clients for all loan product types, ensuring that all loan packages are complete and follow up with lending positions or third-party originators on exceptions.
• Prepare e-forms to process escrow/reserve funds on newly boarded loans.
• Complete automated and manual Welcome Letters (including the calculation and verification of the loan payment details), as needed.
• For more complex loan types (i.e., SASB) ability to add/change applicable loan data and coding in the McCracken servicing system to reflect the terms of a structure finance transaction.
• Supports incoming and outgoing loan transfers, including coordination with all parties, document and data management and all other critical steps.
• For acquisitions, coordinate data mapping and uploads as well as reconciliation of and application of funds.
• Interact with investor clients, master servicers, title companies, attorneys, loan officers, internal closing teams, servicing operational teams, as needed, and notify client relations and loan administration of time sensitive/critical issues.
• Assist with the coordination of any corrected specially serviced CMBS, Agency and third-party loan modifications.
• Identify and reconcile any funds remaining in the new loan boarding bank account greater than thirty (30) days.
• Participate in the review of new products and ensure proper coding when analyzing loans for upload to the McCracken system and notify Client Relations.
• Participate in continuous departmental process improvement and innovation projects timely and efficiently.
• Aid SDC with any rate uploads or other processes, as needed.
• Under special circumstances, ability to manually board a loan from the loan closing package.
• Other duties as assigned.

Preferred Qualifications

• Experience in Commercial Real Estate, with a comprehensive understanding of property markets and related financial strategies.
• In-depth knowledge of the full loan boarding lifecycle, from initiation to completion.
• Exceptional oral and written communication skills, ensuring clear and effective conveyance of information.
• Proficiency in Microsoft Office Suite, McCracken Strategy, and IBM Cognos is essential for effective job performance.

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! Be Your Best Self. Be Berkadia.

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 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, discrimination, and unlawful retaliation, as well as access and reasonable accommodations for individuals with disabilities and sincerely held religious beliefs. If you require a reasonable accommodation to take part in the interview process, please contact [e-mail]. You have rights under federal, state and local 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 acknowledgingBerkadia's Application PolicyandBerkadia's Privacy Policy.

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.