The Sr Portfolio Manager is responsible for client relationship management, including servicing oversight, strategy implementation, facilitation of transactions, and overall profitability for the organization
Job Summary
The Sr Portfolio Manager is responsible for client relationship management, including servicing oversight, strategy implementation, facilitation of transactions, and overall profitability for the organization.
Key duties include serving as the single point of contact for 3rd party mortgage clients, managing operational risk metrics, overseeing repurchases, and performing monthly invoice reconciliation.
The company offers a comprehensive benefits package including medical, dental, vision insurance, 401(k) with employer match, and various employee assistance programs.
Matching Summary
The Sr Portfolio Manager is responsible for client relationship management, including servicing oversight, strategy implementation, facilitation of transactions, and overall profitability for the organization.
Skills & Requirements
Must-have
Client relationship management
Servicing oversight
Strategy implementation
Operational risk management
GSE guidelines and regulations
Excel (graphs, pivot tables, formulas)
Nice-to-have
Creative talents
Collaborative environment
Fast learner
Entrepreneurial interest
Root cause analytical skills
Key Requirements
Bachelor’s Degree in a business discipline
5+ years equivalent work experience in Mortgage Servicing
Client-facing function experience
Prior experience with SQL is a plus
Prior work experience performing business, data, and/or statistical analysis is a plus