Portfolio Analyst - Commercial Real Estate

Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer?

Join Berkadia's loan servicing platform and learn from the best of the best at the largest non-bank commercial mortgage servicer in the United States. We provide the personal and professional development opportunities you need to impact the commercial real estate industry, build a career that takes the long view, and reach your full potential. Be Your Best Self. Be Berkadia.

We are committed to growing your career, so in this role you will:

Act as a liaison between investor, mortgage banker, underwriter, borrower, in the administration of loans. He/she will administer defined procedures, analyses, and reports but refers more complex work to senior staff. The Life Company Portfolio Analyst is responsible for the day-to-day deliverables and representing the function at a broader level.

• Analyze property level performance and determine if the loan property has the financial ability to meet its debt service requirements and to identify trends in the financial statements that could be of concern to the Company investors or other interested parties.
• Analyze real estate collateral data and information and perform financial analyses in accordance with investor requirements and determine whether additional follow up is necessary with borrowers to clarify financial statements.
• Review property inspections and insure collateral is maintained to document and lender standards while notating lease variances and health safety concerns.
• Work with the Portfolio Managers on updating investor Watchlist reports and any other related reports. Identify areas of risk at a loan level and portfolio level which may indicate the need for further review.
• Collect updated rent roll and leasing information as needed to analyze property performance.
• Review loan documents in conjunction with Watchlist triggers.
• Provide investors with timely, accurate, and pertinent information based on specific requirements.
• Assist Portfolio Managers with borrower requests including lease reviews, assumptions, modifications, condemnations, easements and reserves.
• Provide Portfolio Managers with market data research reports using tools such as Costar.
• Other duties as assigned.

We are passionate about your growth, so to achieve success in this role you should have: 

• Bachelor’s Degree, preferably in a real estate, business, or finance concentration or at least 2 years of relevant work experience.
• Understanding of financial statement and cash flow analysis.
• Knowledge of Microsoft Office software including Excel, Word, Outlook is required.
• Familiarity with or aptitude to work with loan servicing software such as McCracken/Strategy.
• Good oral and written communication skills.
• Strong analytical skills are required.
• Exceptional organizational and time management skills.
• Professional attitude and willingness to take initiative.
• Consistent level of high productivity.
• Ability to work independently and in a team environment.

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. 

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