Real Estate Portfolio Operations Coordinator

Pacific Life Insurance Company • $76K — $93K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years experience in mortgage banking, commercial loan servicing, asset/property management, or property insurance administration.
  • Strong knowledge of Microsoft Office and quick adaptability to new software.
  • Ability to work independently and demonstrate initiative.
  • Excellent customer service, verbal, and written communication skills.

Responsibilities

  • Provide technical, research, and application support for mortgage loan servicing system projects.
  • Assist with new loan closings, conversions, and post-closing matters.
  • Collect and track financial statements for loan servicing input.
  • Run weekly/monthly portfolio reports and prepare quarterly portfolio reports.
  • Order and review property inspections and Physical Needs Assessments; follow-up on maintenance items.
  • Review and process invoices for property insurance and taxes.
  • Support reporting, audit, and compliance requirements.
  • Assist the Portfolio Management & Operations areas to meet objectives and deadlines.

Benefits

  • Comprehensive health coverage including Medical, Dental, Vision, and a Wellbeing Reimbursement Account.
  • Generous paid time off including Paid Time Off, Holidays, and Financial Planning Time Off.
  • Paid Parental Leave and Adoption Assistance Program.
  • Competitive 401k plan with company match and additional contributions.
Full Job Description
We9re actively seeking a talented Real Estate Portfolio Operations Coordinator to join our Loan Administration team in Newport Beach, CA.

As a Real Estate Portfolio Operations Coordinator, you9ll play a key role in Pacific Life9s growth and long-term success by providing support to the portfolio operations team. You will fill a role that sits on a team of approximately 17 people in the Investment division. Your colleagues will include fellow real estate commercial loan servicing and portfolio management professionals.

How you will help move us forward:
  • Provide technical, research, and application support for mortgage loan servicing system related projects.
  • Assist with new loan closings, conversions and post-closing items.
  • Collect and track financial statements for input into loan servicing system.
  • Run weekly/monthly portfolio reports. Prepare quarterly CREFC portfolio reports and watchlists for securitized portfolios.
  • Order, receive, and review property inspections and Physical Needs Assessments. Follow up with borrowers on deferred maintenance items and monitor until resolution.
  • Review and process invoices related to property insurance renewals, replacement reserves and payment of property taxes.
  • Provide support for various reporting, audit, and compliance requirements.
  • Provide additional support within the Portfolio Management & Operations areas to meet objectives and deadlines for all portfolios.


The experience you will bring:
  • 2+ years working experience in mortgage banking, commercial loan servicing, asset/property management, and/or property insurance administration.
  • Strong knowledge of Microsoft Office products, and the ability to quickly learn new program applications.
  • Self-starter who can work independently and demonstrate initiative.
  • Strong customer service, verbal, and written communication skills.


What will make you stand out:
  • Display the ability to be detail oriented and to work well under deadline pressures.
  • Demonstrate ability to provide excellent written and verbal communication skills including but not limited to strong customer service skills.
  • Proficiency in software applications for real estate investments or asset management a plus.
  • Demonstrated ability to use AI tools such as CoPilot to streamline workflows.


Base Pay Range:

The base pay range noted represents the company9s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$36.95 - $45.17

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we9re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we9ve got you covered.

  • 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

About Pacific Life Insurance Company

Pacific Life Insurance Company Careers

There has never been a more opportune time to join the dynamic team at Pacific Life Insurance Company—a leader in the insurance industry known for its commitment to innovation, leadership, and professional growth.

Work You’ll Do

Join Pacific Life Insurance Company’s esteemed team to assist in pioneering efforts that drive the insurance industry forward. At the intersection of technology, industry expertise, and digital innovation, Pacific Life Insurance Company stands as a beacon of transformative solutions and services. Lead in a unique position in the marketplace, leveraging deep industry knowledge and a commitment to digital innovation to enhance client experiences and outcomes. Engage with a diverse global team of business and technology advisors, helping clients navigate through their challenges with cutting-edge solutions. Collaborate with dedicated professionals who are at the forefront of integrating technology and insurance services to deliver exceptional results.

Introducing the Pacific Life Insurance Company Professional Growth and Development Initiative

The initiative aims to build a leading advisory team to guide some of the most well-known companies through their transformation journeys, utilizing innovative insurance solutions.

Do Innovative Work

Be part of a team that is not just the largest but the most knowledgeable in the insurance sector, with a focus on delivering targeted solutions through a depth and breadth of consulting experience that is unmatched.

Drive Innovation and Leadership

Work on a wide range of projects that harness the capabilities of Pacific Life Insurance Company’s robust technological and service-oriented frameworks.

Future-Proof Your Career

Advance your career with Pacific Life Insurance Company, where the opportunities for growth are vast, supported by comprehensive training, development, and certification programs.

Explore Job Opportunities and Internships

Discover various job opportunities and internship positions that allow you to bring your skills and passion to a team that values innovation and leadership. Pacific Life Insurance Company is committed to fostering a culture of diversity and inclusion, providing a platform for professional development and personal growth.

The Pacific Life Insurance Company Employment Experience

With a commitment to diversity training and a culture that promotes networking and professional growth, Pacific Life Insurance Company helps team members thrive in a supportive and dynamic environment. Clients and employees alike look to Pacific Life Insurance Company for leadership in creating industry-leading solutions that promote growth and innovation.

Stay Connected

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Search open positions that match your skills and interests. Pacific Life Insurance Company seeks passionate, curious, creative, and solution-driven team players.

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