Pacific Life · 3 weeks ago
Sr Real Estate Portfolio Operations Analyst |
Newport Beach CA-700
Full-time
Onsite
Mid, Senior Level
$91K/yr - $112K/yr
5+ years expPacific Life Insurance Company is seeking a talented Sr Real Estate Portfolio Operations Analyst to join their Mortgage Loan Debt Portfolio Operations team in Newport Beach, CA. The role involves overseeing escrow reserve and tax administration functions for the Commercial Mortgage Portfolio of Real Estate Investments, ensuring compliance with loan documents and managing payments and audits.
FinanceFinancial ServicesInsurance
Responsibilities
Review and interpret escrow/reserve related provisions of individual loan documents
Set-up insurance, capital, replacement, seasonality, debt service and other reserve/impound accounts in mortgage loan system
Analyze and approve documents and supporting data provided by borrowers for release of funds from escrow/reserve accounts. Coordinate property inspections where necessary. Vendor oversight as applicable
Analyze accounts periodically according to procedures and loan documents and adjust constants as necessary
Audit reserves annually or as required in loan documents
Update and maintain Tickler information for assigned portfolio
Provide draw procedures and draft certifications, as required
Coordinate payment of third-party invoices
Review and monitor upcoming loan maturity dates, financial performance and loan status codes
Set-up taxing authorities, due dates and tax events in mortgage loan system
Coordinate set-up of new loans with tax service provider
Monitoring of payment due dates
Process payments to service provider to ensure property taxes are paid prior to the due date
Audit escrow accounts to ensure monthly impound amounts are appropriate and that the accounts are not overfunded/underfunded
External communication with service providers, taxing authorities, borrowers and borrower representatives
Qualification
Required
5 years' experience in commercial mortgage loan servicing operations including escrow administration and property tax administration
4-year college degree, with emphasis in Accounting/Finance/Business/Real Estate, or equivalent experience
Extensive user experience with one (or more) of three leading mortgage loan servicing/accounting systems used within the industry
Excellent customer service skills
Detail oriented, analytical, and organizational skills
Strong verbal and written communication skills
Benefits
Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
H1B Sponsorship
Pacific Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (9)
2023 (16)
2022 (19)
2021 (14)
2020 (17)
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President, Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
2025-11-22
Company data provided by crunchbase