Asset Manager

Portfolio Oversight Administrator

Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—recognized as a Top Mortgage Employer by National Mortgage Professional.

The Portfolio Oversight Administrator is responsible for monitoring and managing the activities of sub-servicers and investor portfolios to ensure they comply with all regulatory and investor requirements. This includes conducting regular loan level analysis, performing assessments, verifying compliance with loan servicing standards, analyzing operational processes, addressing any discrepancies or issues identified, and implementing corrective actions as necessary. Additionally, these functions often involve communicating findings and trends to leadership and working collaboratively with sub-servicers to maintain high standards of service and compliance.

Additionally, this role is responsible for ensuring that mortgage servicing operations are conducted in compliance with regulatory requirements, company policies, and industry best practices. These functions are critical to maintaining the integrity and efficiency of mortgage servicing operations and ensuring that the organization remains compliant with all relevant regulations.

Essential Duties and Responsibilities

• Compliance Monitoring: Performs audits on the Company's sub-servicer's processes.
• Quality Control: Conducts regular audits and reviews of servicing activities to ensure accuracy and adherence to policies.
• Risk Management: Verifies that our sub-servicers comply with loan servicing regulations
• Documentation and Reporting: Reviews, records, and analyzes all findings, and reporting trends.
• Collaboration: Communicates findings and trends to leadership for remediation and corrective actions with our sub-servicer.
• Performs other duties as assigned.

Position Requirements

Education

• Bachelor's degree or equivalent related work experience required.
• High school diploma or GED required

Experience

• Minimum 5 years of experience general Mortgage Servicing experience
• Prior experience in Mortgage Servicing auditing preferred

Functional/Technical Skills

• Proficient in Microsoft Excel – including Pivot Tables and V-Lookups
• Effective written and verbal communication skills as well as excellent organizational skills
• Strong PC skills in Microsoft Office and Microsoft Project
• Able to multi-task in a fast-paced environment while still ensuring quality work
• Ability to adapt quickly to changes and collaborate well in a team environment
• Positive Attitude
• Self-Starter

Environmental/Physical Demands

Work is typically performed in a standard office environment. 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. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

Benefits

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.