Sr Real Estate Portfolio Operations Analyst
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2025-12-25
Listing for:
Pacific Asset Management, LLC
Full Time
position Listed on 2025-12-25
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
Newport Beach CA-700time type:
Full time posted on:
Posted Yesterday job requisition :
R16024
*
* Job Description:
** We’re actively seeking a talented Sr RE Portfolio Operations Analyst to join our Mortgage Loan Debt Portfolio Operations team in Newport Beach, CA.
As a Sr RE Portfolio Operations Analyst, you’ll move Pacific Life, and your career, forward by overseeing escrow reserve and tax administration functions for the Commercial Mortgage Portfolio of Real Estate Investments.
** How you’ll help move us forward:
** Mortgage Escrow/Reserve Administration:
* Review and interpret escrow/reserve related provisions of individual loan documents.
* Set-up insurance, capital, replacement, seasonality, debt service and other reserve/impound accounts in mortgage loan system
* Analyze and approve documents and supporting data provided by borrowers for release of funds from escrow/reserve accounts. Coordinate property inspections where necessary. Vendor oversight as applicable.
* Analyze accounts periodically according to procedures and loan documents and adjust constants as necessary.
* Audit reserves annually or as required in loan documents.
* Update and maintain Tickler information for assigned portfolio.
* Provide draw procedures and draft certifications, as required.
* Coordinate payment of third-party invoices.
* Review and monitor upcoming loan maturity dates, financial performance and loan status codes.
Mortgage Loan Property Tax Administration:
* Set-up taxing authorities, due dates and tax events in mortgage loan system.
* Coordinate set-up of new loans with tax service provider.
* Monitoring of payment due dates.
* Process payments to service provider to ensure property taxes are paid prior to the due date.
* Audit escrow accounts to ensure monthly impound amounts are appropriate and that the accounts are not over-funded/underfunded.
* External communication with service providers, taxing authorities, borrowers and borrower representatives.
** The experience you bring:
*** 5 years’ experience in commercial mortgage loan servicing operations including escrow administration and property tax administration.
* 4-year college degree, with emphasis in Accounting/Finance/Business/Real Estate, or equivalent experience.
* Extensive user experience with one (or more) of three leading mortgage loan servicing/accounting systems used within the industry.
* Excellent customer service skills.
* Detail oriented, analytical, and organizational skills
* Strong verbal and written communication skills.
** You can be who you are.
** People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at #LI-AJ1
** Base Pay Range:
** 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 limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$91,350.00 - $
** Your Benefits Start Day 1
** Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including:
Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation
** EEO Statement:
*** Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are…
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