Sr Real Estate Portfolio Associate

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 Senior Real Estate (RE) Portfolio Associate to join our Real Estate Servicing team in Newport Beach, CA.

As a Sr. RE Portfolio Associate, you’ll play a key role in Pacific Life’s growth and long‑term success by collaborating with your team and monitoring the performance real estate commercial mortgage loans. You will fill a role that sits on a team of 20 people in the Investments division. Your colleagues will include fellow real estate commercial loan servicing and portfolio management professionals.

• Monitor your portfolio’s performance for potential adverse credit issues.

• Provide quarterly reporting of your portfolio, including watchlist commentary.

• Evaluate and make fact‑supported resolution and transactional recommendations for performing and non‑performing loans, for presentation to leadership and other stakeholders.

• Transaction Management – Leverage subject matter expertise and industry best practice to provide analysis, recommendation, negotiation, and management of commercial real estate investment transactions (ownership restructures, property management changes, easements, payoffs, etc.).

• Asset Management

  • Directly handle all aspects of Servicing assets including overseeing assets to maximize property performance and create value.

  • Implement and execute asset business plans.

  • Review and analyze quarterly value of each asset.

• Perform analysis and source market intelligence to develop and refine investment strategy and tactics.

• Analyze economic and demographic data and evaluate real estate markets.

• Compilation/review of valuation/cash flow estimates, spreadsheets and exhibits.

• Lead role in working with borrowers, brokers, attorneys, consultants, and others to facilitate the closing of transactions.

• Directly oversee disposition process. Obtain approval, negotiate agreements with legal team, and manage closing process.

• 4‑year college degree with emphasis in Business, Finance or Real Estate (MBA strongly preferred), or equivalent experience

• Minimum of 2 years of experience in Commercial Mortgage Loan (multi‑family) Servicing or Portfolio Management required

• Experience reviewing and interpreting loan documents and/or servicing agreements required

• Experience in LIHTC loans and other affordable housing assets required

• High proficiency with Microsoft Excel, Word, PowerPoint and Outlook;
  Argus a plus

• Excellent organizational, and communication skills, both verbal and written

• Exceptional attention to detail and thoroughness is a must

• Team Player with collaborative and strong relationship building skills

• Ability to work independently and collaborating with a team in a way that reflects the company’s culture and core values

• Skilled at developing and maintaining personal, social and business relationships representing Pacific Life in a professional manner

• Willingness to travel as needed

• Track record of Portfolio Management/Asset Management with portfolio’s inclusive of LIHTC transactions

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What’s life like at Pacific Life? Visit

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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…