Sr Real Estate Portfolio Associate II

Pacific Life • Newport Beach, CA

7d

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 Senior Real Estate Portfolio Associate to join our Real Estate Investments team in Newport Beach, CA. As a Senior Real Estate Portfolio Associate you will play a key role in Pacific Life’s long‑term success by monitoring the credit quality and performance of a commercial real estate loan portfolio. You will analyze property and loan performance, manage loan servicing activity, and maintain strong relationships with borrowers and internal stakeholders. The role requires independent judgment on complex transactions, collaboration with team members, and clear communication to identify risks and portfolio trends.

Requirements

• 4-year college degree
• 5+ years of experience in commercial real estate asset management and/or commercial loan servicing.
• Strong experience and aptitude for reviewing and interpreting property, borrower, and guarantor financial statements.
• Strong knowledge of Excel and Word, and the ability to quickly learn new program applications.
• Excellent organizational skills with the ability to manage multiple priorities under deadlines.
• Strong analytical, problem-solving and communication skills.
• Ability to work independently while contributing effectively to a team.

Nice To Haves

• Accounting background preferred.

Responsibilities

• Analyze property‑level financial statements and covenant compliance for an assigned loan portfolio.
• Monitor loan performance and identify variances through borrower and co‑lender discussions.
• Lead all loan servicing transactions, including more complex portfolio matters.
• Review loan documents and mortgage loan investment summaries to understand structure, risks, and key requirements.
• Guide and support junior team members in portfolio monitoring and document interpretation.
• Maintain regular communication with borrowers and internal stakeholders to support strong relationships.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees