Real Estate Portfolio Analyst
Pacific LifeCalifornia, United States
Posted December 18, 2025
39.81 - 48.65 USD year
About the Company
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.
Job Description
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. We’re actively seeking a talented Real Estate Portfolio Analyst to join our Investment division in Newport Beach, CA. As a Real Estate Portfolio Analyst, you’ll monitor the credit quality and performance of commercial real estate loans for our third-party mortgage loan portfolio.
Requirements
- Monitor, analyze, and report on property performance for Private Client/Third Party multifamily mortgage loan portfolios
- Assist with new loan conversions and post-closing items
- Collect and track financial statements for input into loan servicing system. Analyze against prior periods, underwriting projections, and budgets for financial performance variances, discrepancies, and trends.
- Determine and document causes for variances in property performance via discussions with borrowers.
- Monitor monthly loan payment status and follow up with borrowers on past due payments/balances.
- 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 of Annual Audits. Flag items such as property management changes or going concern items and escalate to portfolio manager.
- Provide additional support within the Portfolio Management area to meet objectives and deadlines for all portfolios.
Benefits
- Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave as well as an Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation