Talent.com
Portfolio Management Specialist II (On-site)
Portfolio Management Specialist II (On-site)NewRez LLC • Coppell, TX, United States
Portfolio Management Specialist II (On-site)

Portfolio Management Specialist II (On-site)

NewRez LLC • Coppell, TX, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

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.
  • 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 Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

    Company Benefits :

    Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

  • Medical, dental, and vision insurance
  • Health Savings Account with employer contribution
  • 401(k) Retirement plan with employer match
  • Paid Maternity Leave / Parental Bonding Leave
  • Pet insurance
  • Adoption Assistance
  • Tuition reimbursement
  • Employee Loan Program
  • The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
  • 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.

    CA Privacy Policy

    CA Notice at Collection

    serp_jobs.job_alerts.create_a_job

    Portfolio Management Specialist • Coppell, TX, United States

    Job_description.internal_linking.related_jobs
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Aubrey, Texas, US
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    2026 Internship : Credit

    2026 Internship : Credit

    PACCAR • Denton, TX, United States
    serp_jobs.job_card.full_time +1
    PACCAR is a global technology leader in the design, manufacture, and customer support of high-quality light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt and DAF nameplates.PACCAR a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Vice President / Broker II, Financial Services Group

    Vice President / Broker II, Financial Services Group

    Aon • Farmers Branch, TX, United States
    serp_jobs.job_card.full_time +1
    Vice President / Broker II - Financial Services Group.Are you ready to begin a new challenge and work with the best Insurance Professionals in the business? Then this just maybe the new opportunity y...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Irving, TX
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Collections Specialist

    Collections Specialist

    North Carolina Staffing • Arlington, TX, US
    serp_jobs.job_card.temporary
    Collections Specialist Opportunity.Are you someone who loves to be an integral part of everyday business? If so, join a top financial institution! Adecco is currently assisting one of its clients i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    CRC II (Hybrid) - Dallas and Euless, TX

    CRC II (Hybrid) - Dallas and Euless, TX

    Syneos Health / inVentiv Health Commercial LLC • Euless, TX, United States
    serp_jobs.job_card.full_time
    CRC II (Hybrid) - Dallas and Euless, TX.Illingworth Research Group provides a range of patient focused clinical services to the pharmaceutical, healthcare, biotechnology and medical device industri...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Pediatric Home Health - Occupational Therapist- Part or Full-time

    Pediatric Home Health - Occupational Therapist- Part or Full-time

    Connect Home Health LLC • Little Elm, TX, United States
    serp_jobs.job_card.part_time
    Connect Pediatrics is looking for a Pediatric Occupational Therapist to join our team in the Frisco / Little Elm / The Colony, Texas area. As a part of our team, you will play a vital role in collaborat...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    RN - Super Pool Women Services

    RN - Super Pool Women Services

    Medical City Dallas • Little Elm, TX, United States
    serp_jobs.job_card.full_time +1
    Do you want to join an organization that invests in you as a(an) RN - Super Pool Women Services? At Medical City Dallas, you come first. HCA Healthcare has committed up to $300 million in programs t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Teller II - Flower Mound, Texas

    Teller II - Flower Mound, Texas

    South State • Flower Mound, TX, United States
    serp_jobs.job_card.full_time
    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Commercial Banking Portfolio Manager

    Commercial Banking Portfolio Manager

    Wells Fargo • Irving, TX, United States
    serp_jobs.job_card.full_time
    Commercial Banking Portfolio Manager.Wells Fargo is seeking a Commercial Banking Portfolio Manager.This position will have Program Credit oversight of third-party programs including large OEM (Manu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Finance Operations Associate

    Finance Operations Associate

    Menzies Philanthropic Foundation • Little Elm, TX, United States
    serp_jobs.job_card.full_time
    Menzies Philanthropic Foundation (Menzies Mission).Menzies 7 Keys of Needs (Housing, Health & Nutrition, Education, Safety, Family, Faith, and Love). Believing that self-actualization can break cycl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Solutions Advisor Registration Candidate - Mid Cities FDW Market

    Financial Solutions Advisor Registration Candidate - Mid Cities FDW Market

    Bank of America • Lewisville, TX, United States
    serp_jobs.job_card.full_time
    Financial Solutions Advisor Registration Candidate - Mid Cities FDW Market.To proceed with your application, you must be at least 18 years of age. To proceed with your application, you must be at le...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Teller II - Flower Mound, Texas

    Teller II - Flower Mound, Texas

    SouthState Bank, N.A. • Flower Mound, TX, United States
    serp_jobs.job_card.full_time
    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Product Portfolio Strategy & Financial Performance

    Director, Product Portfolio Strategy & Financial Performance

    MCKESSON • Irving, TX, United States
    serp_jobs.job_card.full_time
    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Clinical Operations Educator - Onboarding

    Clinical Operations Educator - Onboarding

    Global Medical Response • Denton, TX, United States
    serp_jobs.job_card.full_time
    We are caregivers, first and foremost and we will be there when you need us.With more than 38,000 employees, Global Medical Response teams deliver compassionate, quality medical care, primarily in ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Revenue Cycle Management Specialist

    Revenue Cycle Management Specialist

    TechWish • Irving, TX, United States
    serp_jobs.job_card.full_time
    A large dental support organization, has implemented Epic across its network of dental practices, demonstrating the value of integrating dental and medical care through a single platform.We are loo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Finance Manager

    Finance Manager

    Outlier AI • Arlington, TX, US
    serp_jobs.job_card.full_time
    Outlier is a platform owned and operated by Scale AI and believes AI can only perform as well as the data it’s trained on. That’s why we work with contributors from all over the world, who help impr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior Capital Markets Specialist

    Senior Capital Markets Specialist

    US Government Jobs • Irving, TX, US
    serp_jobs.job_card.full_time
    Capital Markets Specialists evaluate a broad array of financial activities and products at the most complex System institutions. Most activities involve serving as a member or leader of an examinati...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted