Sr RE Portfolio Operations Analyst

pacificlife; Newport Beach (CA); Hybrid; GBP 69,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Flexible PTO

401k with company match

Wellbeing reimbursement

Job summary

Pacific Life in Newport Beach, CA, seeks a Sr. Real Estate Portfolio Operations Analyst to join the Loan Administration team onsite four days a week with one remote day.

You will manage construction loan disbursements, monitor funding, review documents, and interface with borrowers, contractors, and developers to maintain risk controls. 3–5 years in commercial mortgage servicing and an accounting/finance degree are required.

Qualifications

• 3 to 5 years in commercial mortgage loan servicing operations, including escrow administration.
• College degree in Accounting or Finance.
• Proficiency in Microsoft Excel, Outlook, and PowerPoint.
• Ability to quickly learn new programs and applications.
• Excellent customer service and communication skills.
• Ability to read, understand, and translate legal documents.

Responsibilities

• Provide setup, ongoing monitoring, and release of construction funds per transaction documents.
• Abstract and enforce disbursement requirements and document provisions.
• Ensure accuracy of spreadsheet calculations and coding.
• Interface with borrowers, contractors, and developers.
• Maintain risk position through accurate administration of construction loan processes.
• Review borrower requests for construction loan transactions and recommend approvals.
• Attend kick-off meetings with borrowers; travel 5–10 days per year.

Skills

Excel

Outlook

PowerPoint

AI tools

Education

Accounting or Finance degree

Tools

Midland Enterprise

NorthShore

OpenText

CoPilot

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 Sr. Real Estate Portfolio Operations Analyst to join our Loan Administration team in Newport Beach, CA. This position is onsite at Newport Beach office 4 days per week. Remote 1 day per week.

As a Sr. Real Estate Portfolio Operations Analyst, you'll move Pacific Life, and your career, forward by managing risks in our construction loan portfolio. You will fill an existing role that sits on a team of four people within Pacific Life Investments. Your colleagues will include other analysts and a wide range of finance professionals. In this role you will have opportunities to implement new technology and contribute to process improvement.

How you'll help move us forward

• Provide setup, ongoing monitoring, and release of construction funds according to specific requirements in the transaction documents. Provide peer reviews of construction loan draws.
• Ensure compliance with all disbursements. Abstract and enforce document provisions and requirements.
• Ensure spreadsheet calculations and coding are accurate and meet the required parameters.
• Interface with borrowers, contractors, and developers.
• Maintain the Company's risk position through careful, accurate and timely administration of the construction loan process.
• Responsible for reviewing borrower requests for transactions relating to construction loans and recommendation for approvals.
• Attend kick-off meetings with to meet with our borrowers for new construction projects. Travel (5-10 days per year) is required.

The experience you bring

• 3 to 5 years of experience in commercial mortgage loan servicing operations, including escrow administration.
• College degree required - Accounting or Finance preferred.
• Must demonstrate proficiency in Microsoft Excel, Outlook, Powerpoint.
• Must be able to quickly learn new programs and applications.
• Excellent customer service skills.
• Must be able to read, understand, interpret, and translate legal documents.
• Detail oriented, analytical, and organizational skills.
• The ability to multi-task and work well under pressure.

What makes you stand out

• Proficiency with Midland Enterprise, NorthShore, or OpenText
• 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.

$93,600.00 - $114,400.00

Your Benefits Start Day 1

• 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.