HELOC & Refinance Specialist - Portfolio Retention Pro
Rosegate
Rosegate in Charlotte, NC, seeks a mortgage originator to drive HELOC production in a busy in-office call-center. You will manage inbound inquiries and proactive outbound calls, building relationships and guiding clients through HELOCs, refinances and related products within an existing servicing portfolio. The role requires a proven mortgage originator with a strong track record in HELOCs or consumer-direct sales, excellent communication, and the ability to work in a fast-paced, target-driven #J-18808-Ljbffr Rosegate
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the HELOC & Refinance Specialist - Portfolio Retention Pro in Charlotte, NC vacancy
$85k - $125k
Position Overview The Portfolio Specialist supports the growth and servicing of StepStone Private Wealth's private markets platform by translating... ...by continuous improvement, actively seeking feedback and refining presentation skills, market knowledge, and professional...SuggestedWork experience placementHome officeShift work$112k - $249.6k
...all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Portfolio Analytics and Strategy Specialist Senior within PNC's Enterprise Risk Management organization, you will be based in Pittsburgh, PA / Charlotte, NC...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$125k - $182.5k
...Join us!Job Description:This job is responsible for working with Portfolio Manager(s) to establish and execute a risk based coverage plan... ..., external auditors and regulatory agencies.The Portfolio Specialist works together with the Credit Review Portfolio Manager(s) to...SuggestedFull timeWork at officeFlexible hoursDay shift- ...Retention SpecialistThe Customer Retention Representative is responsible for maintaining the current customer base. This position manages... ...the representative's knowledge, forwards to the assigned specialist or appropriate staff member.Logistical planning and routing or...SuggestedWork at office
Anticimex Carolinas
Matthews, NC3 days ago - IQVIA LLC in the United States seeks a Portfolio Sales Specialist for Surgery Products to lead end-to-end selling, drive portfolio upgrades, and deliver value-based solutions to healthcare decision-makers. You will partner with clinical stakeholders, supply chain contacts...Suggested
$84.3k - $155.4k
...Demonstrates expert skill in managing a personal portfolio. Advises account teams on contract... ...matters that impact Firm revenue and retention. Uses independent judgment and analysis... ...on 09/01/2026. Work you'll do As a Specialist Lead, Procurement and Category Management...Contract workWork experience placement- IQVIA seeks a Portfolio Sales Specialist for Surgery Products to drive end-to-end selling and portfolio upgrades across designated accounts. You will work with healthcare decision-makers, clinical stakeholders, and field teams to expand adoption and deliver value-driven...
$87.72k - $120.61k
...individuals for their own use. Role Summary The Digital Portfolio & Governance Lead serves as the portfolio lead for the OFC... ...criteria, and decision records Support the development and refinement of governance practices that improve portfolio transparency,...Full timeCorning
Charlotte, NC20 days ago- ...implementation of the investment process and interacting with most other departments within Dimensional. Within Investment Engineering, the Portfolio Engineering team works with the Portfolio Management and Technology teams on the systems that implement Dimensional’s portfolios....Full timeWork at officeRemote work
- ...business needs dictate.Be self-led and refine the ability to be self-led and refine the... ...possible values.Participates in effective retention and recruitment strategies for the... ...is a valued asset in your professional portfolio and adds to your credentials based on past...Contract workFor contractorsWork at officeFlexible hours
- ...refuse. Your Role on the Team As a Leasing Specialist at Invitation Homes, you will play a... ...while fostering resident success and retention. Maintain awareness of home inventory,... ...of positions, from superintendents to portfolio managers to accountants to software developers...Temporary workCasual workLive inLocal areaAfternoon shift
Invitation Homes
Charlotte, NC3 days ago - ...directly supports client onboarding and long-term client service. Key ResponsibilitiesDraft, review, negotiate, and manage a broad portfolio of client-facing agreements, amendments, and related documentation. Serve as a subject matter expert for all client agreements....Ongoing contractFull timeContract workWork experience placement
$39 per hour
...Role Figure is looking for an Underwriter Specialist to join our dynamic team. This role will... ...and underwriting team to develop and refine underwriting guidelines for new products... ...experience, with a focus on conventional, portfolio, and special program loans. Expertise...Self employmentWork at officeVisa sponsorshipWork visa- ..., and the ability to navigate sophisticated borrower situations while contributing to the overall strength and performance of the portfolio.In this Role, You WillLead complex initiatives, including cross-functional efforts with broad organizational impact, and contribute...Full timeWork experience placementWork at officeRelocation package
$84.3k - $155.4k
...associated with assigned contracts. Effectively, manages personal portfolio and advises account teams on contract matters. Compiles and... ...for this role ends on 09/01/2026.Work you'll doAs a Specialist, Government Client Contracts Management on the Government & Public...Contract workFor contractors$150k - $170k
...Together, we bring MORE change to the world. Learn about the Danaher Business System which makes everything possible.The Senior IT Portfolio & Governance Lead supports the execution and continuous improvement of IT portfolio management and governance processes across the...Full timeWork at officeImmediate startRemote workWork from homeFlexible hours- ...since 1958, Methods provides an end-to-end portfolio of best-in-class products, engineering,... ...Application Engineer, Advanced Milling Specialist supports sales growth and customer... ...strong customer relationships to support retention and future growth. Qualifications...Live inWork at office
- ...Modeling & Planning Build and continuously refine workforce models that align capacity... ...business, client changes, and expected retention churn into forward-looking hiring and... ...Management environments. Familiarity with portfolio-based roles where account complexity...Temporary workLocal areaRemote workShift work
RxBenefits
Charlotte, NC1 day ago - ...firm, seeks an intellectually curious investment professional to join the Office of the CIO in Charlotte, NC. You will help shape portfolio construction, asset allocation, and risk management, working directly with the CIO to develop analytical insights and advance GEM'...Work at office
- ..., Trimont manages securitizations with meticulous oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance. We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters...Work experience placement
- ..., Trimont manages securitizations with meticulous oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance. We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters...Work experience placement
- Trimont LLC in Charlotte, NC, is seeking an Associate, Credit Portfolio Management, to partner with an Asset Manager to service a portfolio of commercial real estate loans and ensure compliance with loan documents and agreements. You will review borrower financial statements...
- ...English (Required) Work Shift 1st shift (United States of America) Job Description Responsible for both credit underwriting and portfolio management within a large, specialized real estate corporate banking portfolio. This position supports the delivery of CRE debt products...Full timePart timeWork at officeShift workDay shift
$104.5k - $114.4k
...we help shape a brighter way forward. The Strategic Sourcing Specialist will support all aspects of application of Jones Lang LaSalle’... ...contracting and procurement standards are maintained throughout the portfolio to JLL and/or client requirements.· Collect, analyse and...Full timeFor contractorsWork at officeLocal areaRemote work- ...transformational or strategic company initiatives. The Senior Sourcing Specialist will lead the assessment of the opportunity, internal supply... .... Utilize procurement tool and grid/relays for documentation/retention of category plans.Strategy Development: Alongside key Business...Ongoing contractFull timeContract workTemporary workWork experience placementRemote workVisa sponsorshipRelocation package
- About this role:Wells Fargo is seeking a Lead Credit Product Portfolio Specialist within the Vendor Finance team, on the Healthcare and Industrial Finance group.In this role, you will:Build and maintain effective relationships with existing clients within their products...Full timeWork experience placementInterim roleWork at officeFree visa
- About this roleWells Fargo is seeking a Lead Architect - Human Capital Management Portfolio to help shape the future architecture and technology strategy supporting Human Capital Management functions across the enterprise.In this role, you will provide architectural leadership...Full timeWork experience placement
$93k - $171.3k
Position Summary The Specialist Manager, Government Client Contracts Management supports... ...directly affect revenue generation and retention. This role advises account leadership... .... The role also drives negotiation, portfolio oversight, and operational coordination...Contract work- Blue Ridge Talent is seeking an HRIS Analyst with deep UKG Pro expertise to support configuration, optimization, and ongoing administration of the UKG environment. This role spans HR, Payroll, Finance, and IT, focusing on system configuration, business rules, reporting,...Remote job
- ...experience in workforce-composition optimization and labor assessment. Familiar with strategies for reducing clinician burnout, improving retention, and modernizing care modelsDemonstrated experience in quantitative data analysis and using metrics to enhance staffing efficiency...ApprenticeshipWork at officeEasy work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to HELOC & Refinance Specialist - Portfolio Retention Pro. Be the first to apply!
Related searches
- cost specialist Charlotte, NC
- strategic sourcing specialist Charlotte, NC
- absence management specialist Charlotte, NC
- authorization specialist Charlotte, NC
- treasury specialist Charlotte, NC
- workforce management specialist Charlotte, NC
- wellness specialist Charlotte, NC
- helpdesk specialist Charlotte, NC
- program eligibility specialist Charlotte, NC
- invoice specialist Charlotte, NC