Real Estate Portfolio Operations Coordinator
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. 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. Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We are actively seeking a talented Real Estate Portfolio Coordinator to join the Investments team in our Newport Beach, CA office. This role is on-site in our Newport Beach, CA Headquarters. As a Real Estate Portfolio 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 20 people in the Investment division. Your colleagues will include fellow real estate commercial loan servicing and portfolio management professionals.
Requirements
- Two+ 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 investment analysis including Microsoft Word, Excel, SharePoint, Outlook, and the ability to quickly learn new program applications.
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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Insurance Carriers and Related Activities
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
