- Professional
- Office in Ambler
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 non-operational accounting 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 programs.
- Prepare journal entries, wires, and ACH transactions to record account activity produced outside of core software system.
- Prepare monthly reports and analyses 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:
- Proficiency in Microsoft Excel, Word, Outlook and familiarity 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.
- Understanding of Berkadia’s values and role-specific skills.
- Ability to deliver superior customer service and address diverse customer needs.
- Detail-oriented, 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 [email protected].
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.
