Portfolio Management Specialist Ii (on-site)

Coast One Mortgage LLC

Multiple Locations, US
Mortgage industry basics
Client reporting and analysis
Meeting facilitation and follow-ups
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 role as a Servicer

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 role as a Servicer.
  • Responsibilities include supporting their designated Portfolio Manager, serving as a single point of contact for smaller clients, producing client reporting, and facilitating client management.
  • Newrez offers a comprehensive total rewards package including medical, dental, vision insurance, 401(k) with employer match, paid leave, and opportunities for community involvement.

Matching 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 role as a Servicer.

Skills & Requirements

Must-have

  • Mortgage industry basics
  • Client reporting and analysis
  • Meeting facilitation and follow-ups
  • Operational improvement implementation
  • Presenting ideas to varied audience

Nice-to-have

  • Creative talents
  • Entrepreneurial interest
  • Team-oriented and collaborative environment
  • Empowering employees
  • Innovative solutions

Key Requirements

  • 2+ years mortgage servicing experience
  • Client servicing function experience
  • Project management experience
  • Meeting facilitation experience
  • Bachelor's Degree in business discipline preferred

Work Rights

Not specified

Tailored Resume

Cover Letter