Pacific Life · 6 hours ago
Sr Real Estate Portfolio Associate I
Newport Beach, CA
Full-time
Onsite
Mid, Senior Level
$101K/yr - $123K/yr
2+ years expPacific Life is a company focused on providing financial security and innovative solutions for its policyholders. They are seeking a Senior Real Estate Portfolio Associate to monitor the performance of real estate commercial mortgage loans and collaborate with a team to drive the company's growth and success.
FinanceFinancial ServicesInsurance
Hiring Manager
Amy Jatinen
Responsibilities
Monitor your portfolio’s performance for potential adverse credit issues
Provide quarterly reporting of your portfolio, including watchlist commentary
Evaluate and make fact-supported resolution and transactional recommendations for performing and non-performing loans, for presentation to leadership and other stakeholders
Transaction Management – Leverage subject matter expertise and industry best practice to provide analysis, recommendation, negotiation, and management of commercial real estate investment transactions (ownership restructures, property management changes, easements, payoffs, etc.)
Directly handle all aspects of Servicing assets including overseeing assets to maximize property performance and create value
Implement and execute asset business plans
Review and analyze quarterly value of each asset
Perform analysis and source market intelligence to develop and refine investment strategy and tactics
Analyze economic and demographic data and evaluate real estate markets
Compilation/review of valuation/cash flow estimates, spreadsheets and exhibits
Lead role in working with borrowers, brokers, attorneys, consultants, and others to facilitate the closing of transactions
Directly oversee disposition process. Obtain approval, negotiate agreements with legal team, and manage closing process
Qualification
Required
4-year college degree with emphasis in Business, Finance or Real Estate (MBA strongly preferred), or equivalent experience
Minimum of 2 years of experience in Commercial Mortgage Loan (multi-family) Servicing or Portfolio Management required
Experience reviewing and interpreting loan documents and/or servicing agreements required
Experience in LIHTC loans and other affordable housing assets required
High proficiency with Microsoft Excel, Word, PowerPoint and Outlook; Argus a plus
Excellent organizational, and communication skills, both verbal and written
Exceptional attention to detail and thoroughness is a must
Team Player with collaborative and strong relationship building skills
Ability to work independently and collaborating with a team in a way that reflects the company's culture and core values
Skilled at developing and maintaining personal, social and business relationships representing Pacific Life in a professional manner
Willingness to travel as needed
Preferred
Track record of Portfolio Management/Asset Management with portfolio's inclusive of LIHTC transactions
Benefits
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
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
H1B Sponsorship
Pacific Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (9)
2023 (16)
2022 (19)
2021 (14)
2020 (17)
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President and Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
2025-11-22
Company data provided by crunchbase