Portfolio Management Specialist Ii (on-site) Transaction Management

Coast One Mortgage LLC

On-site
Bachelor's degree in business discipline
2+ years mortgage servicing experience
Strong excel skills with pivot tables
Coast One Mortgage LLC is seeking a Portfolio Management Specialist II to support their Portfolio Managers and serve as a primary contact for smaller clients. The ideal candidate should have experience in the mortgage industry, strong analytical and communication skills, and a collaborative spirit

Job Summary

  • The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager while supporting designated clients.
  • Employees are empowered to drive strategy on assigned loan portfolios and facilitate operational improvements for clients.
  • The company offers a comprehensive benefits package including medical insurance, 401(k) matching, and paid volunteer time off.

Matching Summary

Match Score: 85

Coast One Mortgage LLC is seeking a Portfolio Management Specialist II to support their Portfolio Managers and serve as a primary contact for smaller clients. The ideal candidate should have experience in the mortgage industry, strong analytical and communication skills, and a collaborative spirit.

Skills & Requirements

Must-have

  • Bachelor's degree in business discipline
  • 2+ years mortgage servicing experience
  • Strong Excel skills with pivot tables
  • Project management and meeting facilitation
  • Client portfolio coordination and reporting

Nice-to-have

  • Experience with PowerPoint and Visio
  • Business data and statistical analysis background
  • Natural entrepreneurial interest
  • Creative problem-solving talents
  • Fast learner in fast-paced environments

Key Requirements

  • Bachelor's Degree in Business
  • 2+ years work experience in Mortgage Servicing
  • Smartphone with Microsoft Authenticator capability

Work Rights

Not specified

Tailored Resume

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