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Portfolio Management Specialist - Onsite

Newrez LLC
Newrez LLC Salary
Fort Washington, PA Full Time
POSTED ON 12/28/2024
AVAILABLE BEFORE 2/4/2025
Who We Are

Shellpoint Mortgage Servicing (SMS) is one of America’s top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or “service”) their loan portfolios, which means that we collect homeowners’ mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current.

Primary Function

The Portfolio Management Specialist II serves as learning bridge between a Specialist 1 and Portfolio Manager. The individual selected for the job understands the basics of the mortgage industry and Shellpoint’s roll as a Servicer. In addition to their responsibilities as it relates to supporting their designated Portfolio Manager, they will also serve as the empowered single point of contact for smaller clients, or clients of a less demanding nature. The individual will leverage creative talents, excellent communication skills, analytical and project management skills.

Principal Duties

  • Excel in a team-oriented, collaborative environment while participating and contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
  • Produce and compile periodic internal and external client reporting and analyze for observations.
  • Facilitate the Management of their designated clients as it relates to coordinating and managing reoccurring meetings, tracking follow-ups, and implementation of operational improvements as required by their client(s)
  • Suggest and Drive Strategy on their assigned portfolio of loans.
  • Assist the Portfolio Management Team on key portfolio processes and key operational risk-management metrics.
  • Be able to clearly articulate and present ideas and findings to a varied audience including the production staff and senior management.
  • Performs related duties as assigned by management.

Education And Experience Requirements

  • Bachelor’s Degree in a business discipline, preferred.
  • 2 years’ work experience in Mortgage Servicing or a client servicing function.
  • Experience in Project Management and Meeting Facilitation
  • Experience with PowerPoint and Visio a plus.
  • Prior work experience performing business, data, and/or statistical analysis is a plus.

Knowledge, Skill, and Ability Requirements

  • Basic understanding of the Mortgage Industry, Pool Characteristics, and Servicing Strategy
  • Strong business communication skills with an ability to work well in a collaborative environment.
  • Strong attention to detail.
  • Moderate skills in Excel (graphs, pivot tables, formulas).
  • Fast learner – able to assimilate new ideas and thrive in a fast-paced environment.
  • Natural entrepreneurial interest is a plus.

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

Company Perks

  • 15 Paid Time Off (PTO) days and 18 after 1st anniversary!
  • 9 Paid Holidays
  • Employee Engagement Activities

Company Benefits

  • Medical (including Health Savings Account & Flexible Savings Account)
  • Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan
  • Performance-based Incentives
  • Pet Insurance
  • Advancement Opportunities

Newrez NOW

  • Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
  • 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
  • Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
  • Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

Equal Employment Opportunity

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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