Portfolio Management Specialist Ii (on-site)

Carolina One Mortgage LLC

Multiple Locations
**
Client reporting and analysis
Manage client meetings and follow-ups
Drive strategy on loan portfolio
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

Cover Letter