Sr RE Portfolio Operations Analyst

Pacific Life • Newport Beach, CA

6d • Hybrid

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 Sr. Real Estate Portfolio Operations Analyst to join our Loan Administration team in Newport Beach, CA. This position is onsite at Newport Beach office 4 days per week. Remote 1 day per week. As a Sr. Real Estate Portfolio Operations Analyst, you’ll move Pacific Life, and your career, forward by managing risks in our construction loan portfolio. You will fill an existing role that sits on a team of four people within Pacific Life Investments. Your colleagues will include other analysts and a wide range of finance professionals. In this role you will have opportunities to implement new technology and contribute to process improvement.

Requirements

• 3 to 5 years of experience in commercial mortgage loan servicing operations, including escrow administration.
• College degree required - Accounting or Finance preferred.
• Must demonstrate proficiency in Microsoft Excel, Outlook, Powerpoint.
• Must be able to quickly learn new programs and applications.
• Excellent customer service skills.
• Must be able to read, understand, interpret, and translate legal documents.
• Detail oriented, analytical, and organizational skills.
• The ability to multi-task and work well under pressure.

Nice To Haves

• Proficiency with Midland Enterprise, NorthShore, or OpenText
• Demonstrated ability to use AI tools such as CoPilot to streamline workflows

Responsibilities

• Provide setup, ongoing monitoring, and release of construction funds according to specific requirements in the transaction documents.
• Provide peer reviews of construction loan draws.
• Ensure compliance with all disbursements.
• Abstract and enforce document provisions and requirements.
• Ensure spreadsheet calculations and coding are accurate and meet the required parameters.
• Interface with borrowers, contractors, and developers.
• Maintain the Company’s risk position through careful, accurate and timely administration of the construction loan process.
• Responsible for reviewing borrower requests for transactions relating to construction loans and recommendation for approvals.
• Attend kick-off meetings with to meet with our borrowers for new construction projects.

Benefits

• Medical, Dental, Vision, and Wellbeing Reimbursement Account
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree