Loan Boarding Coordinator
- Location
- Ambler, PA
- Listed
- Today
Job Summary
The Loan Boarding Coordinator is responsible for adding originated and acquired loan products to the loan servicing system, both manually and via electronic upload.
Duties & Responsibilities
- Performs Post-Closing process, interpret loan documents and boards all originated loan products and acquired loans;
- Ensures all loan document packages are complete and follows up with lending positions or third party originators on exceptions;
- Runs system edit reports and pass new loans into production on the McCracken system;
- Performs after-pass functions such as adding/changing applicable codes and boards non-critical loan information (Phase 2) to the McCracken system;
- Prepares e-forms to process escrow and reserve funds on newly boarded and acquired loans;
- Communicates with Client Relations (Agency/CMBS/Private Label) to understand new products and ensure proper coding when boarding to the McCracken system and communicates with Loan Administration (Tax/Insurance/Reserves) to notify them of time-sensitive/critical issues;
- Keeps abreast of new products and ensures proper coding when analyzing loans for upload to the McCracken system;
- Supports incoming acquired loan servicing including coordination with the prior servicer, preparation of Mapping Tool spreadsheets for bulk boarding of acquired loan portfolios, uploading the Mapping Tool spreadsheet to pass loans to production, and the reconciliation of and application of funds to the acquired loans;
- Performs all tasks in support of outgoing transfers of servicing, including coordination with the successor servicer, the timely delivery of data files and electronic documents, wire transfer of funds, and bulk coding of transferred loans on the system;
- Reviews loan modification documents to identify system changes required by the modification; tracks modifications in the MTS system, and submits forms to adjust the loan consistent with the modified terms. Files correspondence and other records in preparation for imaging;
- Completes Welcome Letters, review and print out emails with Interest Only calculations to prepare ARM Welcome Letters;
- Monitors and maintains New Loan Boarding and Acquisitions/Conversions shared mailboxes;
- Provides support to staff with the ET transfer process for loading loans electronically;
- Assists with duties as relates to processing and returning corrected specially serviced CMBS, Agency and third party loan modifications;
- Interacts with attorneys, borrower, loan officer, investor and servicing confirm ordering of third party reports.
Professional Experience / Minimum Qualifications
- Two years previous experience in a similar position, preferred;
- Real Estate experience preferred (Commercial Real Estate experience a plus);
- Experience in and understand of how loans are set up, the supporting workflow, etc.;
- Experience reading, reviewing, and comprehending legal documentation, preferably related to commercial loans;
- Required proficiency in Microsoft Office Suite - and McCracken experience preferred.
Knowledge/skills/abilities
- Strong writing and reading skills;
- Strong time management, problem solving skills;
- Passionate, Self-motivated and driven, with keen attention to detail, action-and-results oriented;
- Exhibit a high level of individual initiative and ownership.
Environment, Physical Demands and Other Conditions
- Experience with in a team-oriented, collaborative environment
- Ability to work after hours
About the Company
Berkadia, a joint venture of Berkshire Hathaway and Leucadia National Corporation, is an industry leading commercial real estate company providing comprehensive capital solutions and investment sales advisory and research services for multifamily and commercial properties. Berkadia is amongst the largest, highest rated and most respected primary, master and special servicers in the industry.
As a Freddie Mac Program Plus lender, Fannie Mae DUS® Multifamily Seller/Servicer, insurance company correspondent, and HUD, MAP and LEAN originator and servicer, Berkadia provides access to capital and flexible, customized lending and servicing solutions for the acquisition, construction, rehabilitation and refinance of multifamily and commercial properties. Berkadia also provides interim and short-term financing through its Proprietary Bridge Lending Program.
From Berkadia's careers page, first listed on Rolev.ai on November 12, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Loan Boarding Coordinator job at Berkadia located?
This Loan Boarding Coordinator position at Berkadia is located in Ambler, PA. Always check Berkadia's application page for specific state eligibility or relocation policies.
How do I apply for the Loan Boarding Coordinator position at Berkadia?
This listing links directly to Berkadia's SmartRecruiters application page. You can apply directly on Berkadia's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the SmartRecruiters application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.