Sr Loan Boarding Analyst

Berkadia; Ambler (Montgomery County); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Monthly volunteer hours & donation-mac

Employee Resource Groups

Fertility and family planning services

Parental leave (up to 12 weeks)

Mental health counseling

Tuition reimbursement

Pet insurance discounts

Learning fund support

Job summary

Berkadia is seeking a Senior Loan Boarding Analyst to lead coordination of loan packages, ensure precise input into the servicing system, and oversee quality checks. The role requires strong CRE knowledge, leadership, and collaboration with investors, title companies, and internal teams.

Responsibilities include managing post-closing packages, coordinating with third parties, and supporting complex loan structures while driving process improvements and training new staff.

Qualifications

• Experience in commercial real estate and its markets.
• Exceptional oral and written communication skills.
• Proficiency with Microsoft Office Suite and data tools.
• Knowledge of mortgage/loan boarding processes and servicing systems.

Responsibilities

• Handle end-to-end loan boarding tasks with minimal supervision.
• Train and develop team members to improve performance.
• Manage email liaising, intake of post-closing loan packages, and exceptions.
• Enter loan data into servicing systems and verify accuracy.
• Coordinate with investors, master servicers, title companies, and attorneys.
• Support loan transfers, data mapping, and fund reconciliations.
• Review and code loan data for complex transactions (e.g., SASB).
• Assist with rate uploads and other processing steps.
• Participate in process improvement projects.

Skills

Commercial real estate

Oral and written communication

Microsoft Office Suite

McCracken Strategy

IBM Cognos

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 and apply today.

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.

#LI-HF1

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 necessarysteps 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 PolicyandBerkadia’s Application PolicyandBerkadia’s Privacy Policy. Please click the following links for more information about:EEOC,Employee Rights under the FMLA,EPPA.