AVP - Portfolio Analyst

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 U.S. non-bank commercial mortgage servicer in the industry. 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.

The Assistant Vice President - Portfolio Analyst will serve as the primary point of contact for both borrowers and lenders within the Servicing group. This role involves liaising with a diverse range of stakeholders including other servicing staff, Berkadia Mortgage Banking personnel, third-party lenders, trustees, investors, government agencies, and various real estate and construction professionals. The AVP - Portfolio Analyst will manage a portfolio primarily consisting of non-stabilized properties, structured transactions, balance sheet, and complex loans.

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

· Serve as the primary point of contact for borrowers and lenders, managing a portfolio of commercial mortgage loans and fostering Berkadia’s servicing relationships.

· Ensure compliance with all applicable loan documents, inter-creditor, participation, and servicing agreements, and handle timely processing of all loan-related matters and requests.

· Maintain comprehensive knowledge of loan documents, lender agreements, and servicing contracts to effectively administer loans and ensure company compliance.

· Monitor and process borrower requests, prepare underwriting recommendations for approval by Berkadia managers or external lenders, collaborating with internal/external counsel, rating agencies, and trustees as needed.

· Administer daily loan portfolio activities, including payment status checks, collection calls, fund identification, and compliance monitoring, escalating non-compliance or defaults as necessary.

· Collaborate with functional units such as Tax, Insurance, and Escrow Analysis to process borrower requests and administer loan requirements, including reserve draws and insurance maintenance.

· Collect and assist with the analysis of property operating statements, rent rolls, and financial statements of borrowers/guarantors.

· Review and analyze financial covenants, trigger events, and debt service coverage ratio (DSCR) tests.

· Monitor property performance, including analysis of the borrower’s business plan and market conditions.

· Prepare quarterly asset summaries, surveillance reports, and other required deliverables for lenders.

· Review and prepare recommendation packages for future funding draws, including contract reviews and construction budget assessments.

· Handle detailed referral requests to other servicing departments for transactions requiring lender consent, such as easements and casualty losses.

· Consult with Berkadia managers and follow up with borrowers to ensure the completion of requests and inquiries.

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