Portfolio Retention Manager jobs in United States
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The Money Store ยท 20 hours ago

Portfolio Retention Manager

positionFlorham Park, NJ, US
timeFull-time
remoteOnsite
seniorityMid Level

The Money Store is a company focused on client retention and asset management. They are seeking a Portfolio Retention Manager to develop and execute strategies that keep existing clients, analyze customer data, and improve satisfaction through targeted marketing and proactive problem-solving.

Consumer LendingLending

Responsibilities

Create campaigns, marketing materials, and communication workflows (like emails) to engage clients
Track campaign performance, analyze customer trends, and use predictive analytics to identify at-risk accounts
Work with internal teams (marketing, legal, operations) for project execution and reporting
Manage the portfolio, ensuring high service levels and addressing issues before they escalate
Champion initiatives to enhance retention and operational efficiency

Qualification

NMLS licensesPortfolio retention experienceData analysisProject managementCommunicationLeadershipProblem-solvingStrategic thinking

Required

Based in New Jersey
NMLS licenses in all 50 states (or the ability to attain)
Previous loan origination experience
Previous portfolio retention experience
Data analysis & reporting
Communication & leadership
Problem-solving & strategic thinking
Project management

Company

The Money Store

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The Money Store has been a trusted mortgage brand for more than 50 years.
dateFounded in 1972
location
Florham Park, New Jersey, USA
people-size201-500 employees
web-link
https://www.themoneystore.com/

Funding

Current Stage
Growth Stage

Leadership Team

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David Zilberman
Chief Financial Officer (NMLS # 267276 Corp NMLS #1019)
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Jeff Carter
Chief Operating Officer
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Recent News

Yahoo Finance
Top NewRez/Caliber LO John Abraham departs for The Money Store
2024-04-07
HousingWire
The Money Store hires Coleen Bogle as chief marketing officer
2024-04-07
PR Newswire
The Money Store Welcomes Top 200 Originator John Abraham
2024-04-07
Company data provided by crunchbase