Portfolio Management Specialist II (On-site)

NewRez LLC; Coppell (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

A leading company in mortgage servicing seeks a Portfolio Management Specialist II responsible for supporting clients and the Portfolio Manager. The ideal candidate should excel in analytical tasks, project management, and communication, contributing to operational improvements and strategies in a collaborative environment.

Benefits

Medical, dental, and vision insurance

401(k) Retirement plan with employer match

Tuition reimbursement

Paid Maternity Leave/Parental Bonding Leave

Employee Loan Program

Adoption Assistance

Qualifications

• 2+ years' experience in Mortgage Servicing or client servicing.
• Experience in Project Management and Meeting Facilitation.
• Ability to articulate and present ideas to varied audiences.

Responsibilities

• Manage client relationships and facilitate operational improvements.
• Produce and analyze client reporting.
• Contribute to business strategies and projects.

Skills

Analytical skills

Project Management

Communication skills

Attention to detail

Education

Bachelor’s Degree in a business discipline

Tools

Excel

PowerPoint

Visio

Job description

Also doing business as Shellpoint Mortgage Servicing

1100 Virginia Drive, Suite 125
Fort Washington PA 19034

Doing business as Newrez Mortgage in the states of Arkansas and Texas. Website approval pending with the New York Department of Financial Services.

Portfolio Management Specialist II (On-site) page is loaded

Portfolio Management Specialist II (On-site)

Apply locations TX, Coppell TX, Houston SC, Greenville AZ, Tempe time type Full time posted on Posted 2 Days Ago job requisition id R8000

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

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.

Direct Reports

• N/A

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.
• 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.

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 Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave

• Pet insurance

• Adoption Assistance

• Tuition reimbursement

• Employee Loan Program

• The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

Newrez NOW:

• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more

• 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice

• Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

• Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

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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The right company in the right industry.

In both good economic times and bad, people need homes - and mortgages to buy them. We help these people every day buy homes or refinance their current mortgage loans.
In addition to offering an in-demand product, there are two things you should know about us:
We value and reward entrepreneurial spirit, and we are growing.

Few lenders are as innovative, as financially solid, as well managed and on track to become America’s leading lender as the Newrez Family of Companies. We deliver products and services that turn prospects into delighted customers —providing abundant opportunity for the great people who work here.

These competitive advantages set us apart, and they’re why you can grow with us for the long term.