Overview Join Pacific Life as a Real Estate Portfolio Operations Coordinator to support the Loan Administration team in Newport Beach. You will enable growth by handling mortgage loan servicing system projects, closings, post-closing items, and portfolio reporting. You will manage financial statements, inspections, and watchlists for securitized portfolios, while ensuring compliance and timely delivery. This role sits in a collaborative, investment-focused environment and offers opportunities to streamline workflows, including AI-assisted processes. You will contribute to a culture of diversity and inclusion while making an impact on long-term real estate investments.
Compensation / Benefits- Medical, Dental, Vision
- Wellbeing Reimbursement Account
- Paid Time Off
- Paid Parental Leave
- Adoption Assistance Program
- 401k with company match
Responsibilities- 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
Key requirements- 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 ability to quickly learn new program applications
- Self-starter who can work independently and demonstrate initiative
- Strong customer service, verbal, and written communication skills
- detail-oriented
- ability to work under deadline pressure
- excellent written and verbal communication
- mortgage loan servicing systems
- Microsoft Office proficiency
- real estate investments or asset management software (plus)
