The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager while supporting designated clients
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 involves producing periodic internal and external client reporting, analyzing observations, and facilitating management of assigned portfolios.
Newrez offers a comprehensive benefits package including medical, dental, vision, 401(k) matching, and paid volunteer time off.
Matching Summary
The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager while supporting designated clients.
Skills & Requirements
Must-have
Bachelor's degree in business discipline
2+ years mortgage servicing experience
Strong Excel skills with pivot tables
Nice-to-have
Experience with PowerPoint and Visio
Prior data or statistical analysis background
Natural entrepreneurial interest
Key Requirements
Bachelor's Degree in business (preferred)
2+ years work experience in Mortgage Servicing
Smartphone with Microsoft Authenticator app capability