Portfolio Management Specialist Ii (on-site) Transaction Management

Carnegie Mortgage Partners LLC

**
Bachelor's degree in business discipline
2+ years work experience in mortgage servicing
Strong business communication skills
** Carnegie Mortgage Partners is seeking a Portfolio Management Specialist II to bridge the gap between entry-level specialists and portfolio managers, focusing on client engagement and operational risk management in the mortgage servicing sector. The ideal candidate should have a foundational understanding of the mortgage industry, strong communication and analytical skills, and experience in project management. **

Job Summary

  • The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager while supporting designated clients.
  • The role requires producing periodic internal and external client reporting, analyzing observations, and facilitating management of assigned portfolios.
  • Newrez offers a comprehensive benefits package including medical insurance, 401(k) matching, paid parental leave, and volunteer time off.

Matching Summary

Match Score: 75

** Carnegie Mortgage Partners is seeking a Portfolio Management Specialist II to bridge the gap between entry-level specialists and portfolio managers, focusing on client engagement and operational risk management in the mortgage servicing sector. The ideal candidate should have a foundational understanding of the mortgage industry, strong communication and analytical skills, and experience in project management. **

Skills & Requirements

Must-have

  • Bachelor's Degree in business discipline
  • 2+ years work experience in Mortgage Servicing
  • Strong business communication skills
  • Moderate Excel skills with graphs and pivot tables

Nice-to-have

  • Experience in Project Management
  • Experience with PowerPoint and Visio
  • Prior data or statistical analysis experience
  • Natural entrepreneurial interest

Key Requirements

  • Bachelor's Degree preferred
  • 2+ years Mortgage Servicing experience
  • Project Management experience
  • Smartphone with security app capability

Work Rights

Not specified

Tailored Resume

Cover Letter