Portfolio Management Specialist II (On-site)

Newrez; Coppell (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) Retirement plan with employer 


Paid parental leave

Job summary

Newrez is seeking a Portfolio Management Specialist II to bridge between a Specialist 1 and Portfolio Manager. You will support designated portfolios, serve as the primary contact for smaller clients, and leverage communication, analytics, and project management to drive client success.

You will collaborate with the Portfolio Management Team, prepare client reports, and present findings to staff and senior management.

Qualifications

• Bachelor’s degree in a business discipline is preferred.
• 2+ years’ work experience in Mortgage Servicing or a client servicing function.
• Experience in Project Management and Meeting Facilitation is a plus.
• Experience with PowerPoint and Visio is a plus.

Responsibilities

• Excel in a team-oriented environment while contributing to value-add strategies affecting operations.
• Produce and compile internal and external client reporting and analyze observations.
• Coordinate and manage recurring meetings, follow-ups, and operational improvements for designated clients.
• Drive strategy on the assigned portfolio of loans.

Skills

Mortgage servicing knowledge

Client servicing

Communication skills

Analytical thinking

Education

Bachelor’s degree in business

Tools

PowerPoint

Visio

Job description

Who We Are

At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.

Who We Are

At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.

Primary Function

The Portfolio Management Specialist II serves as 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.

Principal Duties

• 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.

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

Knowledge, Skill, And Ability Requirements

• 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.
• Natural entrepreneurial interest is a plus.

Work Environment And Physical Requirements

• Working on-site at assigned office location.
• Regular and punctual attendance adhering to schedule established by leadership.
• Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand.
• Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.
• Sedentary work in a stationary position at a cubicle for prolonged periods of time.
• Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
• Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.

Additional Information

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits

We offer benefits, programs, and perks that support you in every aspect of your life.

• 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

Newrez NOW

Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
• Matching Gifts Program - dollar-for-dollar up to $1,000
• Access to grants, nonprofit resources, and volunteer opportunities
• More than $6,000,000 donated since 2020
• 1 in 5 employees participates in at least one Employee Resource Group (ERG)

Equal Employment Opportunity

We’re proud to be an equal opportunity employer- and celebrate our employees’ differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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