Client Relations Manager

Berkadia - Ambler, PA

Full-time - Mid Level

Ambler, PA

Real Estate

About the position

The Client Relations Manager at Berkadia plays a crucial role in facilitating communication and coordination among various stakeholders in the commercial loan servicing sector. This position is essential for ensuring that the needs of borrowers, servicing units, and other parties are met efficiently while adhering to regulatory requirements. The manager is responsible for overseeing information flow, resolving conflicts, and maintaining strong relationships to support successful transactions and service excellence.

Responsibilities

• 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.

Requirements

• 3+ years of experience in a similar position
• Exceptional communication abilities, with proficiency in both written and verbal forms
• Strong ability to collaborate effectively within team settings
• Commitment to upholding confidentiality and organizational policies
• Exhibit meticulous attention to detail, ensuring accuracy and consistency in all tasks

Nice-to-haves

• Experience in commercial loan servicing
• Familiarity with regulatory requirements in the financial sector

Benefits

• Paid parental leave
• Tuition reimbursement
• Pet insurance discounts
• Monthly paid volunteer hours and donation matching
• Fertility and family planning services
• Mental health care, including free counseling sessions