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Investment and Banking Coordinator

Added
18 days ago
Location
Type
Full time
Salary
Not Specified

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Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer?

Join Berkadia's loan servicing platform and learn from the best of the best at the largest U.S. non-bank commercial mortgage servicer in the industry. We provide the personal and professional development opportunities you need to impact the commercial real estate industry, build a career that takes the long view, and reach your full potential.Be Your Best Self. Be Berkadia.

The

Investment and Banking Coordinator

position

supports

n

on-

o

perational

a

ccounting activities within the Servicing Department, focusing on investment management, banking

administration

and compliance

responsibilities

. This role ensures

timely

and

accurate

processing

of

transactions

, manages investment-related activity,

maintains

banking relationships,

and collaborates with both internal and external stakeholders.

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

  • Manage investments

    in accordance with

    the loan documents and servicing documents

    , including coordinating with internal and external parties to

    facilitate

    the purchase/sale of CD’s, Treasury

    Bills

    and

    the oversight

    of

    Money Market Accounts

    .

  • Perform the calculation of

    interest

    on investment program

    s

    .

  • Prepare journal entries, wires, and ACH transactions to record account activity produced outside of core software system.

  • Prepare monthly reports and analys

    es

    for senior management

    and corporate accounting.

  • Submit servicing fee invoices for payment

  • Perform

    banking administration

    duties for

    new and current users

    ,

    ensuring proper

    access to bank portals.

  • Document and maintain procedures to ensure compliance with Corporate and Servicing standards.

  • Cross training on other cash functions.

  • Perform other duties as required.

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

  • P

    roficiency

    in Microsoft Excel,

    W

    ord,

    Outlook

    and

    familiar

    ity

    with

    general ledger systems.

  • Experience with banking software and McCracken servicing system a plus.

  • Strong attention to detail,

    with excellent

    verbal and written

    communication and organizational skills.

  • Ability to work independently and

    collaboratively

    as part of a team.

  • Un

    derstanding of

    Berkadia’s

    v

    alues and

    role-

    specific skills.

  • Ability to

    deliver

    superior customer service and

    address diverse customer needs.

  • Detail-

    o

    riented, with strong prioritization and time-management skills to handle multiple tasks simultaneously.

  • Bachelor's degree or equivalent.

  • One to three years of experience in a similar position.

We believe People Matter, so we offer benefits that go beyond:

  • 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!

Be Your Best Self. Be Berkadia.

#LI-HF1 #LI-HYBRID

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.

In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.

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