Operations Coordinator

Berkadia•Brentwood, TN

10h•Hybrid

About The Position

Are you looking for the opportunity to make an impact? Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. Be Backed by the Best. Be Berkadia. We Innovate to shape the future of CRE, so in this role you will: Support the Affordable Housing Mortgage Banking team in coordinating deals from quote through application, underwriting, and closing. Set up and manage electronic deal files, ensuring documents are organized, current, and compliant with Berkadia and agency requirements. Collect and track borrower and property deliverables, including rent rolls, regulatory agreements, HAP contracts, bond/LIHTC documents, and third‑party reports. Enter and maintain accurate deal, contact, and property data in Salesforce/Omniview and other internal systems Coordinate ordering, delivery, and tracking of third‑party reports (appraisal, environmental, PCA) and follow up with vendors and borrowers on deadlines. Assist with team reporting, closing calendars, and weekly pipeline updates for producers and leadership. Monitor and claim incoming wires for application fees, deposits, and closing proceeds; ensure accurate attribution to the correct loans/deals and timely communication with producers, borrowers, and internal accounting/closing teams. Partner with producers and marketing to create, edit, and post content highlighting Dallas Affordable Housing transactions, market insights, and team achievements on LinkedIn and other approved platforms. Perform other duties and special projects as assigned to support the Dallas Affordable Housing team

Requirements

1+ years of experience in an administrative, operations, loan processing, or coordinator role.
Strong organizational skills with proven experience managing multiple files, tasks, and deadlines simultaneously in a fast-paced environment.
Demonstrated attention to detail and accuracy when handling documents, data entry, and numbers (e.g., tracking deliverables, fees, and wire information).
Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); comfortable creating trackers, simple reports, and updating templates.
Familiarity with CRM or database systems (e.g., Salesforce) and comfort learning new internal systems to maintain accurate deal, contact, and property data.
Strong written and verbal communication skills for professional interaction with internal teams, borrowers, vendors, and other external partners.

Responsibilities

Support the Affordable Housing Mortgage Banking team in coordinating deals from quote through application, underwriting, and closing.
Set up and manage electronic deal files, ensuring documents are organized, current, and compliant with Berkadia and agency requirements.
Collect and track borrower and property deliverables, including rent rolls, regulatory agreements, HAP contracts, bond/LIHTC documents, and third‑party reports.
Enter and maintain accurate deal, contact, and property data in Salesforce/Omniview and other internal systems
Coordinate ordering, delivery, and tracking of third‑party reports (appraisal, environmental, PCA) and follow up with vendors and borrowers on deadlines.
Assist with team reporting, closing calendars, and weekly pipeline updates for producers and leadership.
Monitor and claim incoming wires for application fees, deposits, and closing proceeds; ensure accurate attribution to the correct loans/deals and timely communication with producers, borrowers, and internal accounting/closing teams.
Partner with producers and marketing to create, edit, and post content highlighting Dallas Affordable Housing transactions, market insights, and team achievements on LinkedIn and other approved platforms.
Perform other duties and special projects as assigned to support the Dallas Affordable Housing team