Sr RE Portfolio Operations Analyst
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. 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
- Wellbeing Reimbursement Account
- Generous paid time off options
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match
- Additional contribution regardless of participation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
