Client Relations Specialist jobs in United States
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Berkadia · 19 hours ago

Client Relations Specialist

Berkadia is a leading commercial loan servicer in the U.S., dedicated to personal and professional development in the commercial real estate industry. The Client Relations Specialist will serve as a liaison among various stakeholders, ensuring effective communication and coordination to meet all parties' needs and regulatory requirements.

Property ManagementReal EstateReal Estate Investment
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Culture & Values

Responsibilities

Serve as the primary point of contact for clients, borrowers, and other stakeholders for an assigned portfolio, communicating issues and updates to management as appropriate
Monitor, administer, or refer borrower requests to the appropriate servicing business unit or outside party upon review of the applicable loan documents and servicing agreements
Monitor and review loan-specific trigger events to ensure timely and appropriate action
Process loan payments, payoff demands, reserve disbursements, tax payments, and insurance payments as needed
Responsible for portfolio administration, cash management, and data integrity
Provide excellent customer service and problem resolution by responding promptly and accurately to questions and information requests
Monitor portfolio-specific reports and adhere to established Berkadia policies and procedures for addressing open items or issues
Handle problem situations in conjunction with assessment of loan documents and investor guidelines
Ensure compliance with loan document and lender requirements by collaborating with applicable business units as needed
Consult with management or other internal colleagues as necessary on complex or escalated matters
Develop personal technical skills by completing appropriate training courses and meeting annual training hour requirements
Perform other related duties, as assigned

Qualification

MS Office SuiteCommunication skillsCustomer serviceAttention to detailProblem resolutionCollaborationConfidentiality

Required

Exceptional communication abilities, with proficiency in both written and verbal forms, essential for clear and effective client interactions and internal communications
Strong ability to collaborate effectively within team settings and adapt swiftly to evolving business environments, maintaining productivity and focus
Commitment to upholding confidentiality, with a strong adherence to organizational policies and procedures, ensuring integrity and trust in handling sensitive information
Exhibit meticulous attention to detail, ensuring accuracy and consistency in all tasks
High proficiency in MS Office Suite (Excel, Outlook, Word)
1-3 years of experience in a related position

Benefits

Monthly paid volunteer hours and donation matching to benefit our communities
Employee Resource Groups that help you grow with us
Fertility and family planning services
Up to 12-weeks of fully paid parental leave
Mental health care, including free counseling sessions
We'll help you fund your learning journey with generous tuition reimbursement
Pet insurance discounts
And more!

Company

Berkadia

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Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients.

Funding

Current Stage
Late Stage
Total Funding
$111.88M
2019-11-01Debt Financing· $67.56M
2018-09-04Debt Financing· $44.32M

Leadership Team

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Gary Mumford
Chief Technology Officer
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Company data provided by crunchbase