Pacific Life Insurance Company

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Real Estate Document Management Coordinator

at Pacific Life Insurance Company

Posted: 9/29/2019
Job Reference #: 659945

Job Description

Job Title
Real Estate Document Management Coordinator


Job Description
Currently, we are seeking a talented Real Estate Document Management Coordinator to join the Real Estate Investments division based in Newport Beach, CA. 
Job Summary:
As a member of the Document Management team, the Real Estate Document Management Coordinator role is responsible for providing document processing and reporting for the entire Real Estate Investments (REI) area of Pacific Life to ensure official records are securely stored in compliance with the company’s record retention policy.  Additionally, this mid-level role will help the REI teams innovate their current manual processes and document workflows by leveraging existing and emerging technologies to support the strategic business goals.  This includes meeting with business clients to help identify document management efficiency opportunities along with documentation of increased process efficiencies.

Key Responsibilities Include:
  • Management and control of paper documents received for Pacific Life and third-party serviced loans, as well as those for Pacific Life Equity Investments and REO assets; including, but not limited to imaging, PDF-formatting, indexing, and upload to OpenText.
  • Coordination of filing, archival, retrieval, and scheduled destruction processes for physical records in accordance with established company and department records retention policy
  • Audit and Quality Assurance Reporting – performed on daily, weekly, monthly, or quarterly basis, as needed.
  • Administration of the Origination and Pre-Closing OFAC Compliance process for real estate investments.
  • Download of investment origination documentation from external cloud-based repository for data discovery processing and upload to OpenText.
  • Other responsibilities associated with this position include administrative support and ad hoc projects for REI Commercial Mortgage Portfolio department, as applicable.
 Factors for Success:
  • Undergraduate degree (four-year) in business, finance, or accounting
  • Minimum 4 years of related industry experience involving commercial loan servicing, real estate finance, or asset/property management desired
  • Experience with cloud-based document management systems, data repositories (e.g., OpenText,, etc.), document imaging, and/or e-data discovery/indexing applications desired
  • Strong computer/technical skills (specifically Microsoft Office Suite and O365, Adobe Acrobat Pro, OneDrive, SharePoint); with the ability to use multiple programs concurrently
  • Willingness to learn new concepts/technologies quickly and adapt to changing environment
  • Customer-service oriented with strong interpersonal and oral/written communication skills
  • Strong logical and analytical skills; able to research, identify issues, and problem solve
  • Solid organizational skills with the ability to prioritize tasks to meet deadlines
  • A team player who can also work independently and demonstrate initiative

Req Number

Full Time / Part Time
full time

Join the Pacific Life team and watch your career grow! We offer a competitive compensation and benefits package that includes: • Competitive salary and bonus program • Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees • Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) • Generous vacation time and holiday pay • And much more!

EEO Statement
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

About Pacific Life
For more than 150 years, Pacific Life has offered innovative products and services including life insurance, annuities, and mutual funds, along with a variety of investment products, all of which provide The Power to Help You Succeed. We firmly believe each employee plays a part in our continued growth and success, and we pride ourselves in providing a work environment that is challenging, inclusive, collaborative, and results-oriented. With a powerful past and a strong future, Pacific Life offers an environment where you’re empowered to achieve your personal best. In return, we look to your passion and insight to help us grow. For additional company information, including current financial strength ratings, visit

Position Location(s)
Newport Beach, CA