Sr. Real Estate Portfolio Operations Analyst I

Pacific Life • Newport Beach, CA

1d • Onsite

About The Position

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

• 2 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 worklfows

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
• Paid Time Off
• Holiday Schedules
• Financial Planning Time Off
• Paid Parental Leave
• 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
• Education Level: Associate degree