Portfolio Management Specialist Ii (on-site)

Carolina One Mortgage LLC

Bachelor's degree in business discipline
2+ years work experience in mortgage servicing
Strong business communication skills
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 driving strategy on assigned loan 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 work experience in Mortgage Servicing
  • Strong business communication skills
  • Moderate Excel skills including pivot tables

Nice-to-have

  • Experience with PowerPoint and Visio
  • Prior data or statistical analysis experience
  • Natural entrepreneurial interest
  • Project Management and Meeting Facilitation experience

Key Requirements

  • Bachelor's Degree preferred
  • 2+ years Mortgage Servicing experience
  • Smartphone with Microsoft Authenticator required

Work Rights

Not specified

Tailored Resume

Cover Letter