Operations Coordinator
Are you looking for the opportunity to make an impact?
Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. Be Backed by the Best. Be Berkadia.
We Innovate to shape the future of CRE, so in this role you will:
- Support the Affordable Housing Mortgage Banking team in coordinating deals from quote through application, underwriting, and closing.
- Set up and manage electronic deal files, ensuring documents are organized, current, and compliant with Berkadia and agency requirements.
- Collect and track borrower and property deliverables, including rent rolls, regulatory agreements, HAP contracts, bond/LIHTC documents, and third‑party reports.
- Enter and maintain accurate deal, contact, and property data in Salesforce/Omniview and other internal systems
- Coordinate ordering, delivery, and tracking of third‑party reports (appraisal, environmental, PCA) and follow up with vendors and borrowers on deadlines.
- Assist with team reporting, closing calendars, and weekly pipeline updates for producers and leadership.
- Monitor and claim incoming wires for application fees, deposits, and closing proceeds; ensure accurate attribution to the correct loans/deals and timely communication with producers, borrowers, and internal accounting/closing teams.
- Partner with producers and marketing to create, edit, and post content highlighting Dallas Affordable Housing transactions, market insights, and team achievements on LinkedIn and other approved platforms.
- Perform other duties and special projects as assigned to support the Dallas Affordable Housing team
We Stand for Excellence, so to achieve success in this role you should have:
- 1+ years of experience in an administrative, operations, loan processing, or coordinator role.
- Strong organizational skills with proven experience managing multiple files, tasks, and deadlines simultaneously in a fast-paced environment.
- Demonstrated attention to detail and accuracy when handling documents, data entry, and numbers (e.g., tracking deliverables, fees, and wire information).
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); comfortable creating trackers, simple reports, and updating templates.
- Familiarity with CRM or database systems (e.g., Salesforce) and comfort learning new internal systems to maintain accurate deal, contact, and property data.
- Strong written and verbal communication skills for professional interaction with internal teams, borrowers, vendors, and other external partners.
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 the Next Big Thing. Be Berkadia.
#LI-EP1 #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 talentacquisition@berkadia.com.
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.