Berkadia Main Careers Site -

Loan Surveillance Analyst at Berkadia Main Careers Site

This job posting is no longer active

Updated: October 4, 2017


Position Summary

Employee will be assigned a portfolio of loans, in which they will be expected to monitor by analyzing several variables/triggers and report the data based on current departmental, investor, and industry standards.


Essential Duties (Primary Responsibilities) include the following.

  • Analyze real estate collateral data including financial statements and write comprehensive watchlist comments on Commercial Real Estate associated with CMBS and Agency loans.This will also include doing market research based on the type of asset and its location and communicating with borrowers for additional information and/or updates.

  • Assist in the management of the work process to ensure Watchlist are prepared and delivered within the prescribed timeframe for each deal assigned; as necessary, review and approve Watchlist.

  • Coordinate and participate in responses to inquiries from investors, rating agencies, and clients, as necessary.

  • Work with Portfolio Managers to address significant issues identified during the review of monthly surveillance reports for pool, loan, and collateral performance.

  • Participate in a lead role in periodic conference calls/meetings with other deal participants; coordinate timing, attendance, and structure of investor calls.

  • Proactively evaluate and report the impact of significant events (natural disasters, significant borrower/tenant bankruptcies) on pool performance to investors, rating agencies, and clients.

  • Communicate with internal Servicing staff to collect and analyze data and information requested by rating agencies, investors and subscribers to ensure information is provided in a timely, accurate manner; prepare customized reporting for both internal and external clients.

  • Coordinate with all Special Servicers to ensure proper reporting of current status of specially-serviced assets.

  • Participate in the preparation of annual portfolio reviews to monitor pool, loan, and collateral performance trends.

  • Any additional responsibilities as may be deemed appropriate by Management.


  • Bachelor’s degree or equivalent
  • Strong writing and grammatical aptitude. Ability to present to senior management team as needed.
  • High level of proficiency in Microsoft Office software including Excel, Word, Windows and Access.

  • Familiarity with or capacity to work with loan servicing software (McCracken).

  • Ability to utilize web-based applications for independent research.

  • Excellent organizational, analytical and communication skills.

  • Ability to work independently and in a team environment.

  • Two to four years prior experience in a similar position