Portfolio Management Specialist II (On-site) | Coppell, TX, USA

Newrez LLC; Coppell (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Health Savings Account (HSA)

401(k) Retirement plan with employer-m

Paid parental leave

Job summary

Newrez LLC seeks a Portfolio Management Specialist II on-site to support a Portfolio Manager and act as the primary contact for smaller clients. You will leverage collaboration, communication, and analytical skills to drive strategy and improve operations across client portfolios.

The role requires a business discipline degree and experience in mortgage servicing, with proficiency in PowerPoint and Visio. Strong teamwork and presentation abilities are essential for success.

Qualifications

• Bachelor’s Degree in a business discipline preferred.
• 2 years’ work experience in Mortgage Servicing or client servicing.
• 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.

Responsibilities

• Support designated Portfolio Manager and serve as single point of contact for smaller clients.
• Assist in planning, coordinating, and implementing operational improvements for clients.
• Prepare and analyze internal and external client reporting.
• Contribute to strategy development for assigned loan portfolios.
• Present ideas and findings to varied audiences including production staff and senior management.

Skills

Mortgage industry knowledge

Communication skills

Project management

Excel

PowerPoint

Visio

Education

Bachelor's degree in business or related field

Tools

PowerPoint

Visio

Job description

Portfolio Management Specialist II (On-site) 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.

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

• 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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