Newrez · 7 hours ago
Portfolio Management Specialist II (On-site)
Coppell, TX
Full-time
Onsite
Entry, Mid Level
2+ years expNewrez is dedicated to exceeding the expectations of residential mortgage borrowers and business partners through superior service. The Portfolio Management Specialist II will serve as a bridge between a Specialist 1 and Portfolio Manager, supporting designated clients and leveraging communication and analytical skills to enhance operational practices and strategies.
FinanceFinancial Services
Responsibilities
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
Qualification
Required
2+ years' work experience in Mortgage Servicing or a client servicing function
Experience in Project Management and Meeting Facilitation
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
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
Preferred
Bachelor's Degree in a business discipline
Experience with PowerPoint and Visio
Prior work experience performing business, data, and/or statistical analysis
Natural entrepreneurial interest
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
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
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
Company
Newrez
Newrez is your mortgage partner for all stages of your homeownership journey. We offer hundreds of mortgage products to match your needs.
5001-10000 employees
H1B Sponsorship
Newrez has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (12)
2023 (41)
2022 (3)
2021 (2)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Joshua Bishop
Chief Operating Officer, Servicing
B
Bruce Williams
Vice Chairman
Recent News
2026-01-08
2026-01-08
Company data provided by crunchbase