Soumya Bagre
Senior Analyst @Berkadia
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WORK HISTORY
Senior Analyst @Berkadia
Lead and perform financial statement analysis of borrower Income Statements and supporting schedules for U.S. commercial mortgage loans.Analyze Net Operating Income (NOI), operating expenses, cash flow trends, and profitability to evaluate property and loan performance.Independently manage servicing activities for Agency (Freddie Mac) and Citi loan portfolios.Identify, assess, and escalate credit, financial, and operational risks associated with commercial real estate assets.Monitor loan performance and financial covenants, identifying early warning indicators of potential default or performance deterioration.Prepare and review financial reports, including variance analysis and trend analysis, for servicing, asset management, and investor review.Ensure strict compliance with Loan Agreements, Freddie Mac servicing guidelines, CMBS PSAs, and regulatory requirements.Conduct detailed document review and interpretation to validate borrower-submitted financial data.Serve as a primary point of contact for borrower communication, resolving discrepancies and ensuring timely receipt of financial information.Perform deep financial research with exceptional attention to detail to maintain data accuracy and integrity.Demonstrate strong ownership and accountability, consistently meeting SLAs, audit standards, and quality benchmarks.Contribute to process improvements and knowledge sharing within the servicing team.Maintain high levels of client, investor, and internal stakeholder satisfaction.
EDUCATION
Siddhartha Junior College
Intermediate, Mathematics Economics and Commerce
Cms Degree College
Bachelor of Commerce - BCom, Commerce
The Institute of Chartered Accountants of India
CA Foundation , Chartered Accountancy
Loyola Academy, Hyderabad
Master of Business Administration - MBA, Finance and Human Resources
Akshara High School - India
SSC
ABOUT SOUMYA BAGRE
Senior Financial Analyst with experience in the Commercial Real Estate (CRE) industry, specializing in U.S. Mortgage Loan Servicing for Agency Portfolio. Expertise in financial statement analysis, loan performance monitoring, risk assessment, variance analysis, and investor compliance. Proven ability to independently manage financial reviews, assess property-level performance, and identify credit and operational risks associated with commercial mortgage loans. Experienced in servicing Freddie Mac, ensuring compliance with Pooling & Servicing Agreements (PSAs), loan agreements, and regulatory guidelines. Recognized for accountability, analytical rigor, quality delivery, and strong borrower and stakeholder communication.
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