Commercial Loan Boarding Analyst

Berkadia Commercial Mortgage • Ambler, PA

1d

About The Position

The Commercial Loan Boarding Analyst handles loan boarding activities for commercial real estate loans, including reviewing and interpreting loan documentation, coordinating with internal and external parties, and ensuring accurate and complete loan data entry into the servicing system. The role performs quality control, resolves discrepancies, supports loan transfers and acquisitions, and reviews loan modification documentation. It also involves training and developing team members, supporting departmental processes and projects, and communicating with clients and operational teams. The posting’s role overview refers to a Senior Loan Boarding Analyst and describes independent work with minimal management oversight, strong organizational skills, and knowledge of commercial real estate and loan boarding processes.

Requirements

• Strong leadership skills.
• Strong understanding of commercial real estate.
• Excellent organizational skills and ability to work independently and collaboratively.
• In-depth knowledge of the full loan boarding lifecycle, from initiation to completion.
• Exceptional oral and written communication skills.
• Proficiency in Microsoft Office Suite, McCracken Strategy, and IBM Cognos.

Nice To Haves

• Experience in commercial real estate, including a comprehensive understanding of property markets and related financial strategies.

Responsibilities

• Handle the full range of New Loan Boarding tasks with minimal management intervention or oversight.
• Train and develop team members to improve their performance and departmental knowledge.
• Oversee and respond to New Loan Boarding and Acquisitions/Conversions mailbox correspondence in line with internal service-level agreements.
• Intake, review, and interpret post-closing loan packages for all loan product types; confirm packages are complete and follow up on exceptions with lending positions or third-party originators.
• Prepare e-forms to process escrow and reserve funds for newly boarded loans.
• Complete automated and manual Welcome Letters as needed, including calculating and verifying loan payment details.
• For more complex loan types, such as SASB, add or change applicable loan data and coding in the McCracken servicing system to reflect structured finance transaction terms.
• Support incoming and outgoing loan transfers, coordinating parties and managing documents, data, and other critical steps.
• For acquisitions, coordinate data mapping and uploads, and reconcile and apply funds.
• Interact as needed with investor clients, master servicers, title companies, attorneys, loan officers, internal closing teams, and servicing operational teams; notify client relations and loan administration of time-sensitive or critical issues.
• Assist with coordinating corrected specially serviced CMBS, Agency, and third-party loan modifications.
• Identify and reconcile funds remaining in the new loan boarding bank account for more than 30 days.
• Participate in reviews of new products, ensure proper coding when analyzing loans for upload to the McCracken system, and notify Client Relations.
• Participate in departmental process-improvement and innovation projects in a timely and efficient manner.
• Assist SDC with rate uploads or other processes as needed.
• Manually board a loan from the loan closing package under special circumstances.
• Perform other duties as assigned.

Benefits

• Monthly paid volunteer hours and donation matching.
• Employee Resource Groups.
• Fertility and family planning services.
• Up to 12 weeks of fully paid parental leave.
• Mental health care, including free counseling sessions.
• Tuition reimbursement.
• Pet insurance discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed