Portfolio Specialist - Master Servicing (On-site) jobs in United States
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Newrez LLC · 6 hours ago

Portfolio Specialist - Master Servicing (On-site)

Newrez LLC is dedicated to exceeding the expectations of residential mortgage borrowers and business partners through superior service. The Portfolio Specialist - Master Servicing will support client relationships within the master servicing department, handling data management, remittance reconciliation, and loan accounting responsibilities.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Serve as a secondary, empowered point of contact for a designated client or group of clients
Oversee incoming and outgoing funding flow of loans through use of SBO.net
Review and manage key loan fields and work with servicers, originators, vendors, and other third parties to obtain specific information to improve and maintain the integrity of data
Perform monthly reconciliation of the portfolio and resolve any loan level variances by working with the primary servicer and the client
Manage cash flow between incoming servicer remittances and outgoing remittances to the owner to mitigate losses
Recommend business process improvements to the Sr. Portfolio Manager based on knowledge of available products, services, and systems and experience
Assist clients with outgoing strategies such as loan sales or securitization by working with vendors to provide updated information, requesting additional information from servicers, and aggregating data into a single source file or location as expediently as possible
Set and manage expectations with clients and management of ongoing projects and tasks
Use documented processes and procedures and identify management controls to ensure compliance
Assist the master servicing team in assimilating new portfolios from other clients
Performs related duties as assigned by management

Qualification

Master servicingSBO.netExcelInvestor reportingSQLSnowflakePowerPointBusiness communicationData analysisStatistical analysisEntrepreneurial interest

Required

Bachelor's Degree in a business discipline related to the position is preferable
Candidates without a bachelor's degree but with extensive work experience will also be considered
2-4 years' experience in master servicing or with SBO.net
Strong business communication skills with an ability to work well in a collaborative environment
Strong skills in Excel
Experience with investor reporting, and residential mortgage servicing
Prior work experience performing business, data, and/or statistical analysis

Preferred

Experience with SQL, Snowflake, and PowerPoint
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 LLC

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Newrez brings a unique combination of mortgage expertise, financial strength, and product innovation capabilities to the lending table.

H1B Sponsorship

Newrez LLC 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 (8)
2024 (12)
2023 (41)
2022 (3)
2021 (2)
2020 (6)

Funding

Current Stage
Late Stage

Leadership Team

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Joshua Bishop
Chief Operating Officer, Servicing
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Bruce Williams
Vice Chairman
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Company data provided by crunchbase