Client Relations Specialist – Loan Servicing Full Time

The Client Relations Specialist at Berkadia serves as a pivotal liaison among various stakeholders including borrowers, Servicing functional business units, Mortgage Banking personnel, trustees, investors, government agencies, and rating agencies. This role is essential in facilitating effective communication and coordination to ensure all parties’ needs and regulatory requirements are met efficiently. The manager oversees the flow of information, resolves conflicts, and maintains strong, productive relationships to support successful transaction completions and ongoing service excellence

We are committed to growing your career, so in this role you will:

• Monitor, administer, or refer borrower requests to the appropriate Servicing functional business unit or outside party upon review of the applicable loan documents and service agreements.
• Provide detailed referral requests, including applicable loan documents and investor requirements on transactions requiring lender consent such as easements, partial releases, and condemnations.
• Monitor and review loan specific trigger events to ensure appropriate action is taken to meet required deadlines.
• Work with management on appropriate responses and decisions regarding risk assessment of loans including comprehensive reviews of construction draw requests, potential loan servicing transfers, including loan document and servicing agreement requirements.
• Consult with direct report, manager, and personnel within Berkadia, as necessary, and follow-up with borrower to ensure completion of requests and inquiries.
• Manage and/or escalate complex issues that will include some decision making on the Client Relation Managers part.
• Monitor portfolio specific reports and adhere to established Berkadia policies and procedures for processing open items or issues.
• Confront problem situations in conjunction with assessment of loan documents and investor guidelines.
• Review written analysis of lease documents and enforce approval conditions.
• Develop personal technical skills by completing appropriate training courses and satisfying the annual required training hour minimum.
• Work with all applicable functional business units to ensure compliance with loan document requirements and borrower requests on all servicing systems.
• Other duties as assigned.

We are passionate about your growth, so to achieve success in this role you should have:

• Possess 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, critical for maintaining high standards of client service and operational excellence.

Source: Berkadia Career Page

Tagged as: Brokerage Firm