Portfolio Management Analyst

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT.  Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences.  A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!

Job Title:  

Portfolio Management Analyst

Department:

Portfolio Management

Reports To:

SVP, Portfolio Management

FLSA Status:

Exempt

Position Summary: The Portfolio Management Analyst will act as the principal point of contact for a portfolio of clients, ensuring the seamless management of all loan servicing activities. This position requires diligent documentation, comprehensive research, and precise tracking to effectively address and resolve loan-level inquiries and exceptions. The Analyst will excel in providing superior client service by delivering clear and accurate written and verbal responses, in full compliance with established policies and procedures.

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

• Conducts research of mortgage loan accounts including, but not limited to, verifying loan data such as payments posted, ARM (Adjustable Rate Mortgage) adjustments, escrow disbursements, escrow analysis and loan balance information.
• Review defaulted loan activity to ensure foreclosure and/or loss mitigation timelines are being met effectively and responding accordingly to the clients via regular reporting.
• Handle escalated client-directed inquiries and exceptions, provides appropriate solutions within the time limits prescribed by management, and follows up to ensure resolution.
• Works closely with internal business units to resolve loan-level inquiries and exceptions.
• Utilizes knowledge and experience of mortgage loan servicing and related documentation to provide articulate, timely detailed and accurate responses directly to clients and investors.
• Escalates any tasks with approaching deadlines to management and proactively ensures deadlines are being met.
• Creates BITR requests to accommodate client directives such as loan transfers, sales, and purchases.
• Assist in setting up client billing requirements based on contractual obligations
• May be called on to perform quality assurance reviews of other team members’ research responses according to departmental policies and procedures.
• Performs independent research as well as works with other departments and team to identify the issues root cause and resolution.
• Remains current on all Policy & Procedure and investor updates.
• Assists with special projects as assigned.

Qualifications:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The qualified candidate must have:

• Excellent attention to detail.
• Superior business writing skills.

• Ability to multi-task, prioritize and consistently meet multiple deadlines. 
• Strong verbal and written communication skills.
• Ability to work in a team environment.
• Strong customer-service orientation.
• Ability to use good judgment.

Competencies: To perform the job successfully, an individual should demonstrate the following:

Adaptability - Adapts to changes in the work environment. Manages competing demands. Changes approach or method to best fit the situation. Able to deal with frequent change delays, or unexpected events.

Business Ethics - Treats people with respect. Keep commitments. Inspires the trust of others. Works with integrity and ethically. Upholds organizational values.

Communications - Expresses ideas and thoughts verbally. Expresses ideas and thoughts in written form. Expresses ideas and thoughts in written form. Exhibits good listening and comprehension. Keeps others adequately informed. Selects and uses appropriate communication method.

Customer Service - Displays courtesy and sensitivity. Manages difficult or emotional customer situations. Meets commitments. Responds promptly to customer needs. Solicits customer feedback to improve service.

Dependability - Responds to requests for service and assistance. Follows instructions, responds to management direction. Takes responsibility for own actions. Commits to doing the best job possible. Keeps commitments. Meets attendance and punctuality guidelines.

Teamwork - Balances team and individual responsibilities. Exhibits objectivity and openness to others' views. Gives and welcomes feedback. Contributes to building a positive team spirit. Puts success of team above own interests.

Education/Experience: High school diploma or general education degree (GED) required.  Bachelor's degree (B. A.) or higher in business related field from an accredited four-year college or university preferred. Minimum five years of related experience and/or training required.

Language Ability: Ability to read a limited number of two- and three-syllable words and to recognize similarities and differences between words and between series of numbers.  Ability to print and speak simple sentences.

Mathematical Ability: Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.  Ability to perform these operations using units of American money and weight measurement, volume and distance.

Reasoning Ability: Ability to apply common sense understanding to carry out simple one- or two-step instructions.  Ability to deal with standardized situations with only occasional or no variables.

Computer Skills: Working knowledge of and experience with Microsoft Office (Word, Excel, and Outlook). Previous experience with MSP, Black Knight/LPS and Fiserv preferred.

Certificates and Licenses:  N/A

Supervisory Responsibilities:  N/A

Travel: Some travel may be required.

Work Environment: 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position works in a typical office environment with moderate noise levels.

Physical Demands: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee is regularly required to sit while working at a desk, occasionally standing, walking, and using hands to lift and/or move up to 25 pounds. May also climb or balance; stoop, kneel, crouch or crawl. Needs to be able to talk and hear, but no special vision is required beyond the ability to see in order to read.

The above job description is not intended to be an all-inclusive list of duties and standards of the position.  Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Why Selene?

Benefits
Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:

• Paid Time Off (PTO)

• Medical, Dental &Vision

• Employee Assistance Program

• Flexible Spending Account

• Health Savings Account

• Paid Holidays

• Company paid Life Insurance

• Matching 401(k) Plan

The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.

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