Sr Portfolio Manager (on-site)

Sheltermortgage

Onsite
Client relationship management
Servicing oversight
Strategy implementation
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 managing client P&Ls, negotiating fee schedules, overseeing incoming transfers and repurchases, and performing monthly oversight and reconciliation of GSE invoice management.
  • 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
  • Client P&L management
  • GSE guidelines and regulations

Nice-to-have

  • Creative talents
  • Collaborative environment
  • Fast learner
  • Entrepreneurial interest
  • Root cause analysis skills

Key Requirements

  • Bachelor’s Degree in a business discipline
  • 5+ years equivalent work experience in Mortgage Servicing
  • Prior experience in a client-facing function

Work Rights

Not specified

Tailored Resume

Cover Letter