Sr Portfolio Manager (on-site)

Summit Home Mortgage LLC

Onsite
Client relationship management
Operational risk management
Gse guidelines knowledge
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 serving as the single point of contact for 3rd party mortgage clients, creating value-add business strategies, managing operational risk, overseeing transfers and repurchases, and managing individual client P&Ls.
  • 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
  • operational risk management
  • GSE guidelines knowledge
  • Excel proficiency
  • project management skills
  • analytical skills

Nice-to-have

  • entrepreneurial interest
  • collaborative environment
  • fast-paced environment
  • creative talents

Key Requirements

  • Bachelor’s Degree in business
  • 5+ years in Mortgage Servicing
  • client-facing function experience
  • strong business communication skills
  • strong attention to detail
  • strong organizational skills

Work Rights

Not specified

Tailored Resume

Cover Letter