Real Estate Portfolio Operations Coordinator

Pacific Life • Newport Beach, CA

2d • Onsite

About The Position

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. 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 Real Estate Portfolio Operations Coordinator to join our Loan Administration team in Newport Beach, CA. As a Real Estate Portfolio Operations Coordinator, you’ll play a key role in Pacific Life’s growth and long-term success by providing support to the portfolio operations team. You will fill a role that sits on a team of approximately 17 people in the Investment division. Your colleagues will include fellow real estate commercial loan servicing and portfolio management professionals.

Requirements

• 2+ years working experience in mortgage banking, commercial loan servicing, asset/property management, and/or property insurance administration.
• Strong knowledge of Microsoft Office products, and the ability to quickly learn new program applications.
• Self-starter who can work independently and demonstrate initiative.
• Strong customer service, verbal, and written communication skills.

Nice To Haves

• Display the ability to be detail oriented and to work well under deadline pressures.
• Demonstrate ability to provide excellent written and verbal communication skills including but not limited to strong customer service skills.
• Proficiency in software applications for real estate investments or asset management a plus.
• Demonstrated ability to use AI tools such as CoPilot to streamline workflows.

Responsibilities

• Provide technical, research, and application support for mortgage loan servicing system related projects.
• Assist with new loan closings, conversions and post-closing items.
• Collect and track financial statements for input into loan servicing system.
• Run weekly/monthly portfolio reports.
• Prepare quarterly CREFC portfolio reports and watchlists for securitized portfolios.
• Order, receive, and review property inspections and Physical Needs Assessments.
• Follow up with borrowers on deferred maintenance items and monitor until resolution.
• Review and process invoices related to property insurance renewals, replacement reserves and payment of property taxes.
• Provide support for various reporting, audit, and compliance requirements.
• Provide additional support within the Portfolio Management & Operations areas to meet objectives and deadlines for all portfolios.

Benefits

• Medical
• Dental
• Vision
• Wellbeing Reimbursement Account
• Paid Time Off
• Holiday Schedules
• Financial Planning Time Off
• Paid Parental Leave
• Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

What This Job Offers

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