Loan Portfolio Manager

2 weeks ago


Milwaukee, Wisconsin, United States Pyramid Consulting, Inc Full time
Loan and Portfolio Management - Mutual Funds Specialist

We are seeking a highly skilled Loan and Portfolio Management - Mutual Funds Specialist to join our team at Pyramid Consulting, Inc. This is a 07+ months contract opportunity with long-term potential and is located in Milwaukee, Wisconsin (Hybrid).

Job Summary:

The successful candidate will be responsible for managing loan and portfolio activities, including financial analysis, risk assessment, and portfolio optimization. Strong time management, multi-tasking, and organizational abilities are essential for this role.

Key Responsibilities:

  • Manage loan and portfolio activities, including financial analysis and risk assessment.
  • Develop and implement portfolio optimization strategies.
  • Collaborate with cross-functional teams to achieve business objectives.
  • Provide exceptional customer service and support.
  • Stay up-to-date with industry trends and best practices.

Requirements:

  • Strong time management, multi-tasking, and organizational abilities.
  • Excellent communication and customer service skills.
  • Previous experience/knowledge related to financial investment.
  • Computer skills: Microsoft Word, Excel, Outlook, Teams, Edge (2-3 years minimum – entry level experience).
  • Adobe PDF (entry-intermediate level experience).
  • TA2000 software.
  • AWD (Imaging Program).

What We Offer:

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



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