Portfolio Management Specialist Ii (on-site)

Shelter Home Mortgage LLC

Bachelor's degree in business discipline
2+ years mortgage servicing experience
Strong excel skills with pivot tables
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.
  • Employees are empowered to suggest and drive strategy on their assigned portfolio of loans while managing operational improvements.
  • The company offers a comprehensive benefits package including medical insurance, 401(k) matching, and paid volunteer time off.

Matching Summary

Match Score: 75

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 mortgage servicing experience
  • Strong Excel skills with pivot tables
  • Client meeting facilitation and coordination
  • Portfolio strategy suggestion and drive

Nice-to-have

  • Experience with PowerPoint and Visio
  • Prior data or statistical analysis background
  • Natural entrepreneurial interest
  • Project management experience
  • Creative problem-solving talents

Key Requirements

  • Bachelor's Degree in business discipline
  • 2+ years work experience in Mortgage Servicing
  • Smartphone with Microsoft Authenticator app capability

Work Rights

Not specified

Tailored Resume

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