The Sr Portfolio Manager is responsible for client relationship management, including servicing oversight, strategy implementation, facilitation of transactions, and overall profitability for the organization
Job Summary
The Sr Portfolio Manager is responsible for client relationship management, including servicing oversight, strategy implementation, facilitation of transactions, and overall profitability for the organization.
Key duties include serving as the single point of contact for 3rd party mortgage clients, managing operational risk metrics, overseeing repurchases, and performing monthly oversight and reconciliation of GSE invoice management.
The company offers a comprehensive benefits package including medical, dental, vision insurance, 401(k) with employer match, paid parental leave, and tuition reimbursement.
Matching Summary
The Sr Portfolio Manager is responsible for client relationship management, including servicing oversight, strategy implementation, facilitation of transactions, and overall profitability for the organization.
Skills & Requirements
Must-have
Client relationship management
Servicing oversight
Strategy implementation
Operational risk management
Root cause analysis
P&L management
Onsite visits
Nice-to-have
Superior service delivery
Innovative solutions
Teamwork and cooperation
Entrepreneurial interest
Key Requirements
5+ years equivalent work experience in Mortgage Servicing
Bachelor’s Degree in a business discipline
Strong business communication skills
Strong attention to detail
Organizational and project management skills
Strong skills in Excel (graphs, pivot tables, formulas)