We’re LendingHome. We’re on a mission to revolutionize the world of mortgages and put the power, and the keys, where they belong—in your hands.


THE COMPANY

We’re LendingHome. We’re on a mission to revolutionize the world of mortgages and put the power, and the keys, where they belong—in your hands.

 

THE TEAM

The LendingHome Servicing Team is the primary point of contact for our customers after a loan is approved. Our goal is to provide the best mortgage experience for our customers and keep them coming back.

 

PURPOSE OF THE ROLE

The Portfolio Manager position will work with investors directly to provide research and respond to escalated items or requests for research of servicing and special servicing issues. The role is required to communicate specific portfolio details with regard to mortgage servicing and special servicing. The position will also require strong analytical, reporting skills and be able to manage multiple tasks and projects. Additional responsibilities include identifying operational efficiencies and providing recurring/ad hoc reporting to Sr. Management and the Client. Candidate will work closely with Director of Mortgage Servicing, Risk, Capital Markets and Legal/Compliance relating to the planning of and facilitating of a prospective Client’s implementation. Candidate will support the facilitation of all internal discussions, and act as the liaison between the Company and the Client post-implementation.

 

KEY RESPONSIBILITIES

  • The candidate will facilitate meetings with the Client for recurring performance reviews, operational opportunities, and anything operational relating to Company/Client engagement. On-site travel to Client location as needed.
  • The Candidate will manage collecting agenda items, engaging the appropriate internal participants, and documenting/following up on deliverables.
  • Serve as an escalation contact for the Client to resolve issues. Provide thorough and accurate responses to all escalated and research requests after coordinating with all relevant internal stakeholders.
  • Creates and offers recommendations for improvement to current processes and systems, training procedures and standard operating procedures. Partners with internal and external stakeholders to implement system and process improvements.
  • Receive and respond timely to investor communications. Provide thorough, accurate responses to research requests, updates and other issues identified by investors.
  • Provide regular reports identifying types of issues, trending and resolution performance.
  • Coach and develop staff to effectively research complex or critical issues and provide effective and timely responses.  
  • Oversee projects for department. Partner with internal teams on testing, reporting and resolving issues/concerns, analyzing functional requirements, providing feedback and implementing features. Examples of projects are: disaster recovery, system upgrades, tax transformation and other Servicing and Special Situations UI.
  • Summarize investor loan level detail. The report will include , but not be limited to updated servicing comments, foreclosure comments, and new valuation detail
  • Prepare performance packages and obtain all necessary material from other departments.  Summarize weekly and monthly performance reports.


QUALIFICATIONS & EXPERIENCE

  • Experience working with Wall Street and Capital Market Investors
  • 5 years of experience within the default mortgage servicing industry
  • Prior Client Management experience
    Prior Project Management experience
  • Bachelor’s Degree from an accredited college or university  
  • Strong decision making and problem solving skills: ability to take action in solving complex problems while exhibiting judgement and have an understanding of issues  
  • Strong organizational skills with ability to manage multiple tasks and projects.
  • Must possess strong communication skills with ability to present presentations and high level meetings.
  • Detail-oriented, enjoy working with complex projects, and have excellent multi-tasking skills
  • Commitment to task; ability to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency.  
  • Proven ability to develop strong working relationships and establish a high level of credibility across functional lines of business and organizational levels
  • Problem solving and root cause identification skills
  • Strong analytic and decision making abilities

 

 


LendingHome is an Equal Opportunity Employer
 San Francisco Fair Chance Ordinance Police Code, Article 49

    

 

 

 

 

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