Portfolio Management Specialist II (On-site)
Newrez, Tempe, AZ, United States
Who We Are
At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.
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 role 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.
Additional Information 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. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
Adoption Assistance
Tuition & Certification reimbursement
Employee Mortgage Loan Program
The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
Newrez NOW
1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
Matching Gifts Program - dollar-for-dollar up to $1,000
Access to grants, nonprofit resources, and volunteer opportunities
More than $6,000,000 donated since 2020
1 in 5 employees participates in at least one Employee Resource Group (ERG)
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.
#J-18808-Ljbffr
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 role 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.
Additional Information 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. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
Adoption Assistance
Tuition & Certification reimbursement
Employee Mortgage Loan Program
The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
Newrez NOW
1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
Matching Gifts Program - dollar-for-dollar up to $1,000
Access to grants, nonprofit resources, and volunteer opportunities
More than $6,000,000 donated since 2020
1 in 5 employees participates in at least one Employee Resource Group (ERG)
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.
#J-18808-Ljbffr