The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager, supporting clients and driving strategy on assigned portfolios
Job Summary
The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager, supporting clients and driving strategy on assigned portfolios.
The role requires leveraging creative talents, excellent communication skills, analytical and project management skills to excel in a team-oriented, collaborative environment.
Newrez offers a comprehensive total rewards package including medical, dental, vision insurance, 401(k) with employer match, paid leave, and opportunities for community involvement.
Matching Summary
The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager, supporting clients and driving strategy on assigned portfolios.
Skills & Requirements
Must-have
Mortgage Servicing client servicing
client reporting and analysis
project management and meeting facilitation
basic mortgage industry understanding
strong business communication skills
moderate Excel skills
Nice-to-have
creative talents
entrepreneurial interest
innovative solutions
empowering employees
Key Requirements
2+ years work experience
Bachelor’s Degree in business discipline
Experience in Project Management
Experience in Meeting Facilitation
Experience with PowerPoint and Visio a plus
Prior business, data, or statistical analysis experience a plus