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Carolina One Mortgage LLC is seeking a Portfolio Management Specialist II to join their team on-site, focusing on supporting portfolio managers and enhancing client relationships within the mortgage servicing industry. The ideal candidate will have a background in mortgage servicing or client management, strong communication skills, and a collaborative spirit.
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Job Summary
The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager, understanding the basics of the mortgage industry and Shellpoint’s roll as a Servicer.
Responsibilities include producing client reporting, facilitating client management, and suggesting strategy on assigned portfolios.
The role requires a Bachelor’s Degree in a business discipline (preferred) and 2+ years of work experience in Mortgage Servicing or a client servicing function.
Matching Summary
Match Score: 75
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Carolina One Mortgage LLC is seeking a Portfolio Management Specialist II to join their team on-site, focusing on supporting portfolio managers and enhancing client relationships within the mortgage servicing industry. The ideal candidate will have a background in mortgage servicing or client management, strong communication skills, and a collaborative spirit.
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Skills & Requirements
Must-have
client reporting and analysis
manage client meetings and follow-ups
drive strategy on loan portfolio
operational improvement implementation
present ideas to varied audience
Nice-to-have
creative talents
entrepreneurial interest
innovative solutions
Key Requirements
2+ years work experience in Mortgage Servicing
Experience in Project Management
Experience in Meeting Facilitation
Bachelor's Degree in a business discipline, preferred