Portfolio Manager

3 weeks ago

Tempe, United States The Ladders Full time
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 Manager is responsible for client relationship management. This includes servicing oversite, strategy implementation, facilitation of transactions, and overall profitability for the organization. The individual will leverage excellent communication skills, creative talents, project management, and analytical skills.

Principal Duties

  • Serve as the key, empowered single point of contact for a dedicated group of 3rd party mortgage clients.
  • Take responsibility for the creation, design, and implementation of value-add business strategies and client campaigns that affect current operating practices and company policy.
  • Be accountable for key operational risk-management metrics including investigating and coordinating the resolution of any operational issues that are discovered.
  • Manage the delegated authority request process for a dedicated group of clients to ensure requests are sent to and received from clients in a timely manner.
  • Take responsibility for the oversight and tracking of incoming transfers and where applicable completing all required GSE forms and submissions.
  • Be accountable for oversight and management of repurchases, including partnering with prior seller/servicers.
  • Performs a monthly oversight and reconciliation of GSE invoice management including root cause analysis and resolution for servicing errors.
  • Demonstrate Root Cause Analytical skills in error resolution and procedural improvements.
  • Manage Individual Client P&Ls.
  • Negotiate Fee schedules and associated contractual requirements.
  • Assist the Portfolio Management Team with assimilating new third-party clients.
  • Partner with Legal in reviewing and providing comments on new Servicing Agreements for operational risks and concerns.
  • Improve operational efficiency by reviewing content from Servicing Agreements and implementing the information in a format that can be tabled and queried for ease of use.
  • Be accountable for key portfolio processes using judgment and discretion to investigate and resolve any key issues that may arise.
  • 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 supervisor.
  • Organize and lead onsite visits.
Education and Experience Requirements
  • Bachelor's Degree in a business discipline.
  • 3+ years equivalent work experience in Mortgage Servicing, preferably in a client-facing function.
Knowledge, Skill, and Ability Requirements
  • Strong knowledge of GSE guidelines and regulations required
  • Basic accounting knowledge is a plus.
  • Strong business communication skills with an ability to work well in a collaborative environment.
  • Strong attention to detail coupled with organizational and project management skills.
  • Strong skills in Excel (graphs, pivot tables, formulas).
  • Fast learner - able to assimilate new ideas and thrive in a fast-paced environment.
  • Prior work experience performing business, data, and/or statistical analysis is a plus.
  • Experience with PowerPoint and Visio is a plus.
  • 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.

#LI-EM2

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.

CA Privacy Policy

CA Notice at Collection

  • Commercial Portfolio Manager

    3 weeks ago

    Tempe, United States Bank of Montreal Full time

    Application Deadline:06/29/2024 Address:142 E. 200 South. Job Family Group:Commercial Sales & Service. Come and be a part of our amazing Commercial - Emerging Middle Market Team! We are currently looking for a Commercial Portfolio Manager who will be Portfolio Manager, Commercial, Relationship Manager, Manager, Portfolio, Monitoring, Banking, Business...

  • Special Credits Analyst Ii- Portfolio Management

    4 weeks ago

    Tempe, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Embark on a rewarding and challenging career with our dynamic Special Credits team. Join us and contribute to our mission while advancing your career. As a Special Credits Analyst II for Portfolio Management Collections, you will be engaged in management of a portfolio of post charge off commercial loans/lines aggregate balances up to...

  • Special Credits Analyst- Portfolio Management Center

    4 weeks ago

    Tempe, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Portfolio Management Center (PMC) is the unit responsible for servicing defaulted Business Banking credit lines and loans, which may include litigation or non-litigation recovery and collections strategies to resolve the debt. **Job responsibilities**: - Preparing/reviewing sworn document and supporting packages - Collaborate...

  • Consultant, Portfolio Accounting

    3 weeks ago

    Tempe, United States Northern Trust Corporation Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our...

  • Modern Workplace Engineer

    2 weeks ago

    Tempe, United States MUFG Full time

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Special Credits Analyst- Portfolio Management Center

    2 weeks ago

    Tempe, United States JPMorgan Chase & Co. Full time

    As a Special Credits Analyst I in Collections Litigation Doc Prep Team, you will play a crucial role in performing critical tasks throughout the sworn document process. You will have the opportunity to frequently collaborate with our in-house counsel, officers, and LOB management on litigation cases, and delve into case notes to understand business...

  • Accountant (Canadian Portfolio)

    3 weeks ago

    Tempe, United States ASHUSA Inc. Full time

    Description: - Atlantica is a sustainable infrastructure company that owns and manages renewable energy assets around the world._ _With a focus on safety and integrity we drive to create value. Join us!_ **Location** - Tempe, Arizona **Why You’ll Love Us** - ** Earn a Competitive Rate with Advancement Opportunities**: - ** Safety is Our Priority** - We...

  • Senior Lead Product Manager

    7 days ago

    Tempe, Arizona, United States Wells Fargo Full time

    Other responsibilities might include, but are not limited to. Leads a work stream of projects in the Corporate Risk portfolio for Tech Solutions and Business Process Integration programs and initiatives. Manages communication across horizontal and ve Product Manager, Lead, Corporate, Risk, Manager, Product Management, Banking, Business Services

  • Reporting Analyst, Wealth Management

    3 weeks ago

    Tempe, United States findojobs.us Full time

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors.Institutional Infrastructure Solutions (IIS),...

  • Reporting Analyst, Wealth Management

    3 weeks ago

    Tempe, United States findojobs.us Full time

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors.Institutional Infrastructure Solutions (IIS),...

  • Vp Business Management

    4 weeks ago

    Tempe, United States MUFG Bank, Ltd. Full time

    **Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Regional Marketing Manager

    4 weeks ago

    Tempe, United States Progress Residential, L.P. Full time

    Looking for an opportunity with a dynamic, fun, and goal-oriented company? We’re growing quickly and we’re looking for some not-so-typical talent to join our team. Progress Residential is the largest providers of high-quality, single-family rental homes in the United States. With more than 90,000 homes across some of the fastest-growing markets, our...

  • Regional Marketing Manager

    3 weeks ago

    Tempe, United States Progress Residential, L.P. Full time

    Looking for an opportunity with a dynamic, fun, and goal-oriented company? We’re growing quickly and we’re looking for some not-so-typical talent to join our team. Progress Residential is the largest providers of high-quality, single-family rental homes in the United States. With more than 90,000 homes across some of the fastest-growing markets, our...

  • Strategic Account Manager

    3 weeks ago

    Tempe, United States Ryder System Full time

    **Summary** The Freight Brokerage Account Manager will be responsible for operating and supporting a portfolio of new and existing customers through the development of transportation providers. Develop a carrier coverage strategy and have full autonomy for supporting a customer's truckload & LTL coverage needs. Directly engage with Account Executives,...

  • Product Manager

    4 weeks ago

    Tempe, United States Fox Corporation Full time

    OVERVIEW OF THE COMPANY Fox Corporation Under the FOX banner, we produce and distribute content through some of the world’s leading and most valued brands, including: FOX News Media, FOX Sports, FOX Entertainment, FOX Television Stations and Tubi Media Group. We empower a diverse range of creators to imagine and develop culturally significant content,...

  • Product Manager

    7 hours ago

    Tempe, United States Fox Corporation Full time

    OVERVIEW OF THE COMPANY Fox Corporation Under the FOX banner, we produce and distribute content through some of the world’s leading and most valued brands, including: FOX News Media, FOX Sports, FOX Entertainment, FOX Television Stations and Tubi Media Group. We empower a diverse range of creators to imagine and develop culturally significant content,...

  • Program Manager

    1 week ago

    Tempe, United States Amazon.com Services LLC Full time

    3+ years of program or project management experience - 3+ years of defining and implementing process improvement initiatives using data and metrics experience - Knowledge of Excel (Pivot Tables, VLookUps) at an advanced level and SQL - Experience using data and metrics to determine and drive improvements - Experience working cross functionally with tech and...

  • Senior Manager, Program Management, Relay Operations Center Ops

    1 week ago

    Tempe, United States Amazon.com Services LLC Full time

    Amazon Transportation Services (ATS) Relay Operations Center (ROC) team is looking for an experienced, innovative, strategic, and creative Senior Manager to join the ROC and lead a world class team focused on customer excellence within the Program Management Office (PMO) and Quality & Learning departments. Come join our start-up culture, work fast and smart,...

  • Marketing Manager, Downstream

    4 weeks ago

    Tempe, United States Stryker Full time

    Work Flexibility: Onsite As a Marketing Manager, downstream you will set strategic direction and ensure execution for portfolio growth through development and execution of marketing campaigns and strategies, portfolio development, internal and external education strategies, and customer engagement campaigns. This position is required to be hybrid at Stryker...

  • Global Product Manager

    2 weeks ago

    Tempe, United States AlignTech Full time

    **Join a team that is changing millions of lives.** Transforming smiles, changing lives. At Align Technology, we believe a great smile can transform a person’s life, so we create technology that gives people the confidence to take on whatever’s next. We revolutionized the orthodontic industry with the introduction of the Invisalign system, and we have...