Sr. Real Estate Portfolio Operations Analyst I

Pacific Life Insurance Company$93K — $114K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in commercial mortgage loan servicing, including escrow administration
  • College degree required, preferably in Accounting or Finance
  • Proficient in Microsoft Excel, Outlook, and PowerPoint
  • Quick learner of new software and applications
  • Excellent customer service skills
  • Ability to interpret legal documents
  • Strong detail orientation, analytical, and organizational skills
  • Capacity to multi-task and perform under pressure

Responsibilities

  • Manage setup, monitoring, and release of construction funds according to transaction requirements
  • Ensure compliance with all disbursements and enforce document provisions
  • Perform peer reviews of construction loan draws for accuracy
  • Interface with borrowers, contractors, and developers in project coordination
  • Maintain risk position through accurate administration of the loan process
  • Review borrower transaction requests and make approval recommendations
  • Attend kick-off meetings with borrowers for new projects, requiring some travel (5-10 days/year)

Benefits

  • Health-focused benefits including Medical, Dental, and Vision coverage
  • Generous paid time off, including Financial Planning Time Off
  • Paid Parental Leave and Adoption Assistance
  • Competitive 401k with company match and additional contributions
Full Job Description
Job Description:

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.

How you'll help move us forward:
• 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. Travel (5-10 days per year) is required.

The experience you bring:
• 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.

What makes you stand out:
• Proficiency with Midland Enterprise, NorthShore, or OpenText
• Demonstrated ability to use AI tools such as CoPilot to streamline worklfows

Base Pay Range:

The base pay range noted represents the company's 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.

$93,600.00 - $114,400.00

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're 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, we've 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.

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