berkadia
Loan Surveillance Analyst
At a Glance
- Location
- Irvine, California, United States
- Work Regime
- hybrid
- Experience
- 3+ years
- Posted
- 2026-07-15T08:54:14-04:00
Key Requirements
Required Skills
Requirements
Strong writing and presentation skills, with the ability to effectively communicate
to
senior management.
High proficiency in Microsoft Office applications, including Excel, Word, and Access, and familiarity with loan servicing software such as McCracken.
Excellent organizational and analytical abilities, with a knack for conducting independent web-based research.
Compensation & Benefits
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
Responsibilities
Analyze real estate collateral data, including financial statements, and write comprehensive watchlist comments for Commercial Real Estate associated with CMBS and Agency loans, incorporating market research and borrower communications for additional insights.
Manage the workflow to ensure timely preparation and delivery of Watchlists for each assigned deal, including reviewing and approving these lists as necessary.
Coordinate and respond to inquiries from investors, rating agencies, and clients, ensuring accurate and prompt communication.
Collaborate with Portfolio Managers to address significant issues identified in monthly surveillance reports concerning pool, loan, and collateral performance.
Lead and organize periodic conference calls and meetings with deal participants, managing the timing, attendance, and structure of investor calls.
Liaise with internal Servicing staff to gather and analyze data requested by rating agencies and investors, ensuring timely and accurate information delivery and preparing customized reports.