Portfolio Management Specialist Ii (on-site) Transaction Management

Your Home Financial LLC

Not specified; not specified; medical, dental, vis...
On-site
2+ years work experience in mortgage servicing
Bachelor's degree in business discipline preferred
Strong business communication skills
Newrez is seeking a Portfolio Management Specialist II to join their team on-site, focusing on transaction management within the mortgage servicing industry. The role requires strong communication, analytical, and project management skills to support designated clients and collaborate with the Portfolio Management Team

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 requires producing periodic internal and external client reporting and facilitating the management of reoccurring meetings.
  • Newrez offers a comprehensive benefits package including medical insurance, 401(k) matching, and paid volunteer time off.

Matching Summary

Match Score: 85

Newrez is seeking a Portfolio Management Specialist II to join their team on-site, focusing on transaction management within the mortgage servicing industry. The role requires strong communication, analytical, and project management skills to support designated clients and collaborate with the Portfolio Management Team.

Salary

Not specified; Not specified; Medical, dental, vision, 401(k), PTO, Tuition reimbursement

Skills & Requirements

Must-have

  • 2+ years work experience in Mortgage Servicing
  • Bachelor's Degree in business discipline preferred
  • Strong business communication skills
  • Moderate Excel skills including graphs and pivot tables

Nice-to-have

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

Key Requirements

  • Bachelor's Degree in business discipline
  • 2+ years experience in Mortgage Servicing or client servicing
  • Smartphone meeting company security standards required

Work Rights

Not specified

Tailored Resume

Cover Letter