berkadia

Loan Surveillance Analyst

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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

ExcelMicrosoft Office

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.