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 non-bank commercial mortgage servicer in the United States. 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.

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

The Financial Analyst supports non-operational accounting and investments by preparing and assisting with investment requests from borrowers and ensuring all daily and monthly reporting is completed and sent to senior management.

• Open and close bank accounts as requested by Servicing Accounting.
• Maintain propriety of DDA information within the McCracken Software Program and within the master deposit account list. Prepare modification requests for deposit account changes as required.
• Prepare journal entries to record account activity produced outside of our software system.
• Prepare requests for ACH or wires as needed for non-operational money movement activities.
• Prepare reports to summarize bank ratings for use inside and outside of Servicing Accounting.
• Assist with the reserve investment accounting and interest on investment program as requested.
• Preparation of the daily overdraft report. Assist with investigation and clearance of accounts in an overdraft position.
• Assist with general ledger reconciliations as needed, (specifically advance reconciliations).
• Work closely with the Bank Reconciliations Unit to investigate and resolve issues.
• Document and maintain procedures to ensure Corporate and Servicing compliance & Perform other duties as delegated by Servicing Management.
• Perform the investment reserve function, including the purchase/sale of CD’s and Treasury Bills, to ensure that investments are properly managed in accordance with loan documents.
• Assist in the monthly preparation of detailed bank balance/earnings/fee reports for senior management.
• Other duties as assigned.

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

• Understanding of Berkadia’s Values and position-specific skills.
• Microsoft Excel, Word, Outlook and a working knowledge of general ledger systems.
• Experience with banking software and McCracken software a plus.
• Bachelor’s degree or equivalent.
• One to three years prior experience in a similar position.

About Berkadia Mortgage LLC

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets. Our unique ownership structure allows us to put our clients’ interests first and create a marketplace that delivers a superior experience.

Connections working at Berkadia Mortgage LLC