Current jobs related to Portfolio Manager - St Johnsbury - Shellpoint Mortgage Servicing
-
Portfolio Manager
2 weeks ago
St Louis, Missouri, United States Enterprise Bank & Trust Full timeEnterprise Bank & Trust: A Leader in Investment ManagementAt Enterprise Bank & Trust, we are committed to helping individuals and businesses achieve their financial goals through expert investment management and wealth planning services.Job SummaryWe are seeking a highly skilled Portfolio Manager to join our team of investment professionals. As a Portfolio...
-
Portfolio Manager
3 weeks ago
St Louis, Missouri, United States Westport One Full timePortfolio Analyst Job DescriptionWe are seeking a highly skilled Portfolio Analyst to join our team at Westport One. As a Portfolio Analyst, you will play a critical role in supporting our client-facing consultants with investment needs.Key Responsibilities:Support consultants with investment needs, including complex needs and client requestsCreate...
-
Portfolio Manager
3 weeks ago
St Louis, Missouri, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust: A Leader in Investment ManagementAt Enterprise Bank & Trust, we are committed to helping businesses succeed and our communities thrive. Our team of experienced investment professionals is dedicated to providing exceptional service and expertise to our clients.Key Responsibilities:Manage investment portfolios for key client...
-
Portfolio Manager
1 month ago
St Louis, Missouri, United States Westport One Full timePortfolio Analyst Job DescriptionWe are seeking a highly skilled Portfolio Analyst to join our team at Westport One. As a Portfolio Analyst, you will play a critical role in supporting our client-facing consultants with investment needs.Key Responsibilities:Support consultants with investment needs, including creating investment policies, asset allocation...
-
Portfolio Manager
4 weeks ago
St Louis, Missouri, United States Westport One Full timePortfolio Analyst Job DescriptionWe are seeking a highly skilled Portfolio Analyst to join our team at Westport One. As a Portfolio Analyst, you will play a critical role in supporting our client-facing consultants with investment needs.Key Responsibilities:Support consultants with investment needs, handling complex requirements and creating investment...
-
Portfolio Manager
2 weeks ago
St. Louis, MO, USA, United States Enterprise Bank & Trust Full timeEnterprise Bank & TrustWe are seeking a highly skilled Portfolio Manager to join our team at Enterprise Bank & Trust. As a Portfolio Manager, you will be responsible for managing investment portfolios for key client relationships, including high fee revenue clients, referral partners, and institutional clients with investment committees.Key...
-
Investment Portfolio Manager
4 weeks ago
St Louis, Missouri, United States Enterprise Bank & Trust Full timeEnterprise Bank & Trust Investment Management: Associate Portfolio ManagerAt Enterprise Bank & Trust, we're committed to helping businesses succeed and our communities thrive. As an Associate Portfolio Manager, you'll play a key role in managing investment portfolios for our clients, leveraging your knowledge of capital markets and experience in investment...
-
Investment Portfolio Manager
4 weeks ago
St Louis, Missouri, United States Enterprise Bank and Trust Full timeJob Title: Investment Management: Associate Portfolio ManagerJob Summary: We are seeking an experienced Associate Portfolio Manager to join our Investment Management team at Enterprise Bank & Trust. As a key member of our team, you will be responsible for managing investment portfolios in a risk-controlled manner, leveraging your capital market knowledge and...
-
Product Portfolio Manager
1 week ago
St. Petersburg, United States Duke Energy Full timeJob DescriptionJob Title: Product Portfolio ManagerJob Summary:Duke Energy is seeking a highly skilled Product Portfolio Manager to lead the development and implementation of our product portfolio strategy. The successful candidate will have a strong background in product management, market research, and customer experience.Key Responsibilities:Develop and...
-
Strategic Portfolio Manager
3 days ago
St Louis, Missouri, United States The Cigna Group Full timeClinical Care Management (CCM) Portfolio OverviewCigna's Clinical Care Management (CCM) portfolio is a strategic initiative aimed at transforming disparate systems into a single, intelligent, self-learning control system. This ecosystem is driven by interoperable data from internal systems, rules engines, and platforms, as well as the external healthcare...
-
Investment Management Portfolio Manager
2 weeks ago
St Louis, Missouri, United States Enterprise Bank and Trust Full timeJob Title: Investment Management Associate Portfolio ManagerEnterprise Bank & Trust is a leading financial institution that values entrepreneurship and community. Our goal is to help businesses succeed and our communities thrive.We offer a dynamic work environment with opportunities for professional growth and development. As an Investment Management...
-
Product Portfolio Manager
3 weeks ago
St. Petersburg, United States Duke Energy Full timeJob Title: Product Portfolio ManagerJoin Duke Energy as a Product Portfolio Manager and take on a challenging role that requires strategic thinking, leadership, and collaboration. As a key member of our team, you will be responsible for developing and executing product plans that drive business growth, customer satisfaction, and revenue.Key...
-
Strategic Portfolio Manager
2 weeks ago
St Louis, Missouri, United States Helping People - United Way of Greater St. Louis Full timeJob SummaryThe United Way of Greater St. Louis is seeking a skilled Portfolio Manager to join our Community Impact Division. In this role, you will be responsible for implementing and maintaining approaches to assigned strategies by developing, supporting, and leading a strategic portfolio of investments and partnerships throughout the St. Louis region.Key...
-
Portfolio Management Solutions Specialist
3 weeks ago
St Louis, Missouri, United States NISA Investment Advisors Full timeJoin Our Team as a Solutions Analyst in Portfolio ManagementNISA Investment Advisors, LLC is a leading provider of customized investment solutions for tax-exempt and taxable institutional clients. Our team is seeking a highly motivated and analytical Solutions Analyst to support our Portfolio Management team in enhancing and optimizing trading and asset...
-
Investment Portfolio Manager
2 weeks ago
St. Louis, MO, USA, United States Enterprise Bank and Trust Full timeJob Title: Investment Management: Associate Portfolio ManagerEnterprise Bank & Trust is seeking a highly skilled and motivated Associate Portfolio Manager to join our Investment Management team. As an Associate Portfolio Manager, you will be responsible for managing investment portfolios for our clients, leveraging your knowledge of capital markets and...
-
Portfolio Manager
4 weeks ago
St Louis, Missouri, United States Enterprise Bank & Trust Full timeEnterprise Bank & Trust: A Leader in Investment ManagementAt Enterprise Bank & Trust, we are committed to helping individuals and businesses achieve their financial goals through our comprehensive investment management services. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help you navigate the...
-
Portfolio Management Lead
4 weeks ago
Philadelphia,PA-Broad St, United States Cognizant Full timeAbout UsCognizant is a leading global technology company that helps businesses modernize and transform their operations. We work with clients to reimagine processes, improve experiences, and drive innovation.The RoleWe are seeking an experienced Engagement Portfolio Lead to drive our strategic projects and ensure alignment with business objectives. The ideal...
-
VP, Portfolio Management Director
1 month ago
St Louis, Missouri, United States McCormack Baron Companies Full timeJob Title: VP, Portfolio ManagementMcCormack Baron Companies is seeking a highly skilled and experienced VP, Portfolio Management to join our team. As a key member of our leadership team, you will be responsible for providing strategic leadership and management of our national multifamily portfolio.Key Responsibilities:Provide overall direction and...
-
Investment Portfolio Manager
4 weeks ago
St. Louis, MO, USA, United States Enterprise Bank and Trust Full timeJob Title: Investment Management: Associate Portfolio ManagerEnterprise Bank & Trust is seeking a highly skilled and motivated Associate Portfolio Manager to join our Investment Management team. As an Associate Portfolio Manager, you will be responsible for managing investment portfolios for our clients, leveraging your knowledge of capital markets and...
-
Investment Portfolio Manager
2 weeks ago
St. Louis, MO, USA, United States Enterprise Bank & Trust Full timeEnterprise Bank & Trust Investment Management: Associate Portfolio ManagerAt Enterprise Bank & Trust, we're committed to helping businesses succeed and our communities thrive. As an Associate Portfolio Manager, you'll play a key role in managing investment portfolios for our clients, leveraging your knowledge of capital markets and experience in investment...
Portfolio Manager
3 months ago
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
#J-18808-Ljbffr
