AVP - Portfolio Analyst
Berkadia
| Company | Berkadia |
| Category | Finance |
| Location | Ambler |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 30 Jul 2026 |
| Last verified | 9 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer?
Join Berkadia's loan servicing platform and learn from the best of the best at the largest U.S. non-bank commercial mortgage servicer in the industry. We provide the personal and professional development opportunities you need to impact the commercial real estate industry, build a career that takes the long view, and reach your full potential. Be Your Best Self. Be Berkadia.
The Assistant Vice President - Portfolio Analyst will serve as the primary point of contact for both borrowers and lenders within the Servicing group. This role involves liaising with a diverse range of stakeholders including other servicing staff, Berkadia Mortgage Banking personnel, third-party lenders, trustees, investors, government agencies, and various real estate and construction professionals. The AVP - Portfolio Analyst will manage a portfolio primarily consisting of non-stabilized properties, structured transactions, balance sheet, and complex loans.
We are committed to growing your career, so in this role you will:
· Serve as the primary point of contact for borrowers and lenders, managing a portfolio of commercial mortgage loans and fostering Berkadia’s servicing relationships.
· Ensure compliance with all applicable loan documents, inter-creditor, participation, and servicing agreements, and handle timely processing of all loan-related matters and requests.
· Maintain comprehensive knowledge of loan documents, lender agreements, and servicing contracts to effectively administer loans and ensure company compliance.
· Monitor and process borrower requests, prepare underwriting recommendations for approval by Berkadia managers or external lenders, collaborating with internal/external counsel, rating agencies, and trustees as needed.
· Administer daily loan portfolio activities, including payment status checks, collection calls, fund identification, and compliance monitoring, escalating non-compliance or defaults as necessary.
· Collaborate with functional units such as Tax, Insurance, and Escrow Analysis to process borrower requests and administer loan requirements, including reserve draws and insurance maintenance.
· Collect and assist with the analysis of property operating statements, rent rolls, and financial statements of borrowers/guarantors.
· Review and analyze financial covenants, trigger events, and debt service coverage ratio (DSCR) tests.
· Monitor property performance, including analysis of the borrower’s business plan and market conditions.
· Prepare quarterly asset summaries, surveillance reports, and other required deliverables for lenders.
· Review and prepare recommendation packages for future funding draws, including contract reviews and construction budget assessments.
· Handle detailed referral requests to other servicing departments for transactions requiring lender consent, such as easements and casualty losses.
· Consult with Berkadia managers and follow up with borrowers to ensure the completion of requests and inquiries.
· Manage and escalate complex issues requiring higher-level decision-making within Berkadia or consent from external parties.
· Approve e-forms and recommend defaulted loans fo