Portfolio Management Specialist Ii (on-site)

Meybohm Mortgage LLC

Unknown, , US
Mortgage servicing experience
Client servicing function
Excel moderate skills
The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager, understanding the basics of the mortgage industry and Shellpoint's role as a Servicer

Job Summary

  • The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager, understanding the basics of the mortgage industry and Shellpoint's role as a Servicer.
  • Responsibilities include supporting a designated Portfolio Manager, serving as a point of contact for smaller clients, producing client reporting, facilitating client meetings, and suggesting strategy on assigned loan portfolios.
  • Newrez offers a comprehensive total rewards package including medical, dental, vision insurance, 401(k) with match, paid leave, and opportunities for community involvement through their Newrez NOW program.

Matching Summary

The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager, understanding the basics of the mortgage industry and Shellpoint's role as a Servicer.

Skills & Requirements

Must-have

  • Mortgage Servicing experience
  • Client servicing function
  • Excel moderate skills
  • Strong business communication
  • Attention to detail
  • Fast learner

Nice-to-have

  • Project Management experience
  • Meeting Facilitation experience
  • Entrepreneurial interest
  • Creative talents
  • Analytical skills
  • Team-oriented environment

Key Requirements

  • 2+ years' work experience
  • Bachelor's Degree in business discipline preferred
  • Experience with PowerPoint and Visio a plus
  • Prior work experience performing business, data, and/or statistical analysis is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter