Primary Function
The Master Servicing Portfolio Specialist is responsible for supporting a client relationship within the
master servicing department. This position will assist the client with data management, remittance
reconciliation, loan accounting, and other master servicing functions through the product lifecycle.
Additional responsibilities include advocating for the client with both internal and external parties.
Direct Reports
• No Direct Reports
Principal Duties
• 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.
Education and Experience Requirements
• Minimum 2 years’ experience in master servicing or with SBO.net
• 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.
Knowledge, Skill, and Ability Requirements
• 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 is a plus.
• Experience with SQL, Snowflake, and PowerPoint a plus.
• Natural entrepreneurial interest is a plus.
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