Sr. Portfolio Analyst - Onsite

Newrez LLC; Coppell (TX); On-site; USD 80,000 - 140,000; Full time

Job summary

Newrez LLC is seeking a Sr. Portfolio Analyst to drive project initiatives aimed at improving sales and recapture performance. Candidates should have extensive analytics experience, superior communication skills, and a background in data visualization. Join us to contribute to a team focused on delivering excellent client service and innovative business strategies.

Benefits

Medical, dental, and vision insurance

401(k) Retirement plan with employer match

Paid Maternity Leave/Parental Bonding Leave

Tuition reimbursement

Employee Loan Program

Qualifications

• 5+ years’ experience in analytics and data visualization.
• Experience with SQL and Tableau essential.
• Strong communication skills and attention to detail.

Responsibilities

• Develop business strategies based on analytic research.
• Enhance performance metrics and reporting.
• Train and guide new analysts in their professional development.

Skills

Analytic skills

Communication

Project Management

Education

Bachelor’s Degree in Analytics, Data, Finance, Math

Tools

SQL

Tableau

MS Excel

MS PowerPoint

Python

R

Job description

Join to apply for the Sr. Portfolio Analyst - Onsite role at Newrez LLC

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Join to apply for the Sr. Portfolio Analyst - Onsite role at Newrez LLC

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.

Summary

The individual selected for the job will lead projects designed to improve sales and recapture performance and deliver excellent client service while assisting our internal teams. The individual will leverage creative talents, excellent communication, analytic and project management skills to:

Responsibilities

• Partner with Business Leaders and develop new business strategies, based on analytic research, that streamlines current practices.
• Provide a link between raw data and business performance via the creation, enhancement, and upkeep of performance metrics, reports, as well as data interpretation and analysis. Partnering with senior management to drive decisions and share insights.
• Contribute to establishing company policy and oversee key initiatives designed to increase operational productivity and company profitability.
• Make significant contributions to our Analytics team and help them deliver deep and valuable insights to our Production, Support, and Executive Teams
• Excel in a team-oriented, collaborative environment championing the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
• Clearly articulate and present ideas and findings to a varied audience including the operations staff, senior management, and 3rd party clients.
• Training and guiding new analysts, fostering their professional development and aiding their growth within the organization.
  
  

Preferred Qualifications

• Proven self-starter and independent thinker
• Extensive experience with SQL
• 5+ years’ experience visualizing data, automating reports and analyses in Tableau
• Skilled in MS Excel and MS PowerPoint
• 5+ years’ experience in one or more of the following areas – recapture analytics, marketing analytics, sales, capital markets
• Bachelor’s Degree or better in Analytics, Data, Finance, Math, or other quantitative discipline
• Experience with Salesforce or in Mortgage industry preferred
  
  

Job Qualifications

• Strong business communication skills with an ability to work well in a collaborative environment.
• Strong attention to detail.
• Experience building predictive models in real life environment using tools like Python or R preferred
• Fast learner – able to assimilate new ideas and thrive in a fast-paced environment.
• 5+ years in Analytics
  
  

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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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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