Client Relations Manager

Posted 8 Days Ago
Be an Early Applicant
Scottsdale, AZ
3-5 Years Experience
Real Estate
The Role
As a Client Relations Manager at Berkadia, you will monitor and manage borrower requests, ensure compliance with loan documents, conduct risk assessments, and address complex issues while collaborating with various teams. Strong communication and detail-oriented skills are essential, along with adapting to changing environments.
Summary Generated by Built In

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.

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

  • Monitors, administers or refers borrower requests to the appropriate Servicing functional business unit or outside party upon review of the applicable loan documents and service agreements.
  • Provides detailed referral requests, including applicable loan document and investor requirements on transactions requiring lender consent such as easements, partial releases, and condemnations.
  • Monitors and reviews loan specific trigger events to ensure appropriate action is taken to meet required deadlines.
  • Works with management on appropriate responses and decisions regarding risk assessment of loans including comprehensive reviews of construction draw requests, potential loan servicing transfers, including loan document and servicing agreement requirements.
  • Consults with direct report, manager and personnel within Berkadia, as necessary, and follow-up with borrower to ensure completion of requests and inquiries.
  • Manages and/or escalates complex issues that will include some decision making on the Client Relation Managers part.
  • Monitors portfolio specific reports and adhere to established Berkadia policies and procedures for processing open items or issues.
  • Confronts problem situations in conjunction with assessment of loan documents and investor guidelines.
  • Reviews written analysis of lease documents and enforce approval conditions.
  • Develops personal technical skills by completing appropriate training courses and satisfying the annual required training hour minimum.
  • Responds to all phone calls and emails within 24 hours of receipt.
  • Works with all applicable functional business units to ensure compliance with loan document requirements and borrower requests on all servicing systems.
  • Other duties as assigned.


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

  • Strong communication skills, both written and verbal
  • Ability to work in a team environment and adapt to a rapidly changing environment
  • Ability to maintain confidentiality and adhere to organization policies and procedures
  • Strong attention to detail, accuracy, and consistency


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-VB1 

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.

The Company
Ambler, PA
2,213 Employees
On-site Workplace
Year Founded: 2009

What We Do

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.

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