Sr RE Portfolio Operations Analyst

Pacific Asset Management, LLC; Newport Beach (CA); On-site; USD 94,000 - 114,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401k with company match

Parental leave

Job summary

Pacific Life Insurance Company is seeking a Sr. Real Estate Portfolio Operations Analyst to join the Loan Administration team in Newport Beach, CA. The onsite role (4 days/week) with 1 day remote focuses on managing construction loan funds, reviews, and risk control while coordinating with borrowers, contractors and internal teams.

You will leverage Excel, OpenText or Midland NorthShore systems, are expected to travel annually, and contribute to process improvements within a four-person team.

Qualifications

• 3 to 5 years of experience in commercial mortgage loan servicing operations, including escrow administration.
• College degree in Accounting or Finance preferred.
• Proficiency in Microsoft Excel, Outlook, PowerPoint.
• Able to quickly learn new programs and applications.
• Excellent customer service skills.
• Able to read, understand, interpret, and translate legal documents.
• Detail oriented, analytical, and organized.
• Ability to multi-task and work well under pressure.

Responsibilities

• Provide setup, ongoing monitoring, and release of construction funds according to 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 required parameters.
• Interface with borrowers, contractors, and developers.
• Maintain the Company’s risk position through careful administration of the construction loan process.
• Review borrower requests for transactions relating to construction loans and provide recommendations for approvals.
• Attend kick-off meetings with borrowers for new construction projects.
• Travel 5–10 days per year.

Skills

Mortgage servicing

Escrow

Excel

Outlook

PowerPoint

Customer service

Legal documents

Multi-tasking

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 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 wellbeing 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.

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.