Sr Loan Boarding Analyst

Berkadia•Ambler, PA

About The Position

The Senior Loan Boarding Analyst requires strong leadership skills, a solid understanding of commercial real estate, excellent organizational abilities, and the capacity to work independently and collaboratively. The role has high visibility with internal and external clients and is responsible for coordinating with multiple parties, reviewing and interpreting loan documentation, ensuring accurate and complete loan data entry into the servicing system, conducting quality-control checks, resolving discrepancies, and reviewing loan modification documentation. The analyst also collaborates with other departments, supports team members, stays current on industry regulations, participates in training, and oversees special projects as assigned. The Senior Loan Boarding Analyst handles the full range of New Loan Boarding tasks with minimal management oversight and helps train and develop team members. Responsibilities include managing department mailboxes and service-level responses; reviewing post-closing loan packages for completeness; preparing escrow and reserve fund e-forms; completing Welcome Letters and verifying payment details; and entering or updating complex loan data in the McCracken servicing system. The role supports loan transfers and acquisitions, coordinates with internal and external parties, helps process loan modifications, reconciles funds, supports new-product reviews and system uploads, and contributes to process improvement initiatives.

Nice To Haves

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

Responsibilities

Handle the full range of New Loan Boarding tasks with minimal management intervention or oversight, applying knowledge of departmental processes and procedures.
Train and develop team members to improve their performance and departmental knowledge.
Oversee and respond to correspondence in the New Loan Boarding and Acquisitions/Conversions mailboxes, ensuring responses meet internal service-level agreements.
Intake, review, and interpret post-closing loan packages across loan product types; confirm package completeness and follow up with lending positions or third-party originators regarding exceptions.
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 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 coordination of 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 its closing package under special circumstances.
Perform other duties as assigned.