Portfolio Management Specialist II (On-site)

Newrez LLC • Coppell, TX

10d • Onsite

About The Position

The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager. The individual selected for the job understands the basics of the mortgage industry and Shellpoint’s roll as a Servicer. In addition to their responsibilities as it relates to supporting their designated Portfolio Manager, they will also serve as the empowered single point of contact for smaller clients, or clients of a less demanding nature. The individual will leverage creative talents, excellent communication skills, analytical and project management skills.

Requirements

• Bachelor’s Degree in a business discipline, preferred.
• 2+ years’ work experience in Mortgage Servicing or a client servicing function.
• Experience in Project Management and Meeting Facilitation
• Basic understanding of the Mortgage Industry, Pool Characteristics, and Servicing Strategy
• Strong business communication skills with an ability to work well in a collaborative environment.
• Strong attention to detail.
• Moderate skills in Excel (graphs, pivot tables, formulas).
• Fast learner – able to assimilate new ideas and thrive in a fast-paced environment.
• All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator.

Nice To Haves

• Experience with PowerPoint and Visio a plus.
• Prior work experience performing business, data, and/or statistical analysis is a plus.
• Natural entrepreneurial interest is a plus.

Responsibilities

• Excel in a team-oriented, collaborative environment while participating and contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
• Produce and compile periodic internal and external client reporting and analyze for observations.
• Facilitate the Management of their designated clients as it relates to coordinating and managing reoccurring meetings, tracking follow-ups, and implementation of operational improvements as required by their client(s)
• Suggest and Drive Strategy on their assigned portfolio of loans.
• Assist the Portfolio Management Team on key portfolio processes and key operational risk-management metrics.
• Be able to clearly articulate and present ideas and findings to a varied audience including the production staff and senior management.
• Ability to effectively and accurately convey information to others.
• Performs related duties as assigned by management.

Benefits

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
• Adoption Assistance
• Tuition & Certification reimbursement
• Employee Mortgage Loan Program
• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
• 1 company-paid Volunteer Time Off day
• Matching Gifts Program - dollar-for-dollar up to $1,000
• Access to grants, nonprofit resources, and volunteer opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level