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PLPacific Life
Pacific Life•Financial Services

Real Estate Portfolio Operations Coordinator

Location

Newport Beach, California, United States

Work type

Onsite

Employment

Full Time

Experience

2-5 years

Compensation

$36 - $45 per hour

Posted

12h ago

Summary and responsibilities

Role overview

Summary

As a Real Estate Portfolio Operations Coordinator, you will support the portfolio operations team within Pacific Life's Investment division. Your responsibilities include providing technical and application support for mortgage loan servicing systems, assisting with new loan closings, and managing financial statements and portfolio reports. You will also handle property inspections, insurance renewals, and tax payments, ensuring compliance and meeting deadlines.

As a Real Estate Portfolio Operations Coordinator, you’ll play a key role in Pacific Life’s growth and long-term success by providing support to the portfolio operations team. You will fill a role that sits on a team of approximately 17 people in the Investment division. Your colleagues will include fellow real estate commercial loan servicing and portfolio management professionals.

How you will help move us forward:

  • Provide technical, research, and application support for mortgage loan servicing system related projects.

  • Assist with new loan closings, conversions and post-closing items.

  • Collect and track financial statements for input into loan servicing system.

  • Run weekly/monthly portfolio reports. Prepare quarterly CREFC portfolio reports and watchlists for securitized portfolios.

  • Order, receive, and review property inspections and Physical Needs Assessments. Follow up with borrowers on deferred maintenance items and monitor until resolution.

  • Review and process invoices related to property insurance renewals, replacement reserves and payment of property taxes.

  • Provide support for various reporting, audit, and compliance requirements.

  • Provide additional support within the Portfolio Management & Operations areas to meet objectives and deadlines for all portfolios.

The experience you will bring:

  • 2+ years working experience in mortgage banking, commercial loan servicing, asset/property management, and/or property insurance administration.

  • Strong knowledge of Microsoft Office products, and the ability to quickly learn new program applications.

  • Self-starter who can work independently and demonstrate initiative.

  • Strong customer service, verbal, and written communication skills.

What will make you stand out:

  • Display the ability to be detail oriented and to work well under deadline pressures.

  • Demonstrate ability to provide excellent written and verbal communication skills including but not limited to strong customer service skills.

  • Proficiency in software applications for real estate investments or asset management a plus.

  • Demonstrated ability to use AI tools such as CoPilot to streamline workflows.

Updated 7h ago

Candidate fit

Skills and qualifications

Additional skills

Mortgage Banking • 1+ yrs
Commercial Loan Servicing • 1+ yrs
Asset Management • 1+ yrs
Property Insurance Administration • 1+ yrs
Microsoft Office • 1+ yrs
Customer Service • 1+ yrs
Communication • 1+ yrs
Detail Oriented • 1+ yrs

Experience

2-5 years

How this role is positioned

Role classification

Job domains

Operations

Industries

Real Estate & PropTech
Finance & Banking

Employment

Full Time

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

$36 - $45 per hour

VisibilityShared on listing
CurrencyUSD
PeriodHourly

Benefits and perks

Dental Insurance
Vision Insurance
Paid Time Off (PTO)
Paid Parental Leave

Location, schedule, and role shape

Work setup

Work conditions

Primary locationNewport Beach, California, United States
Work typeOnsite
Global hiringNo

Bandwidth profile

peopleMedium • 6/10
physicalLow • 2/10
cognitiveHigh • 8/10
executionHigh • 9/10
creativityLow • 3/10
uncertaintyMedium • 5/10
communicationHigh • 8/10

Context on the employer

Company snapshot

Company

Pacific Life

Team size

Growing team

Location

Newport Beach, California, United States

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

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Real Estate Portfolio Operations Coordinator

Newport Beach, California, United States • Full Time