Acquisition Portfolio Specialist I
Private National Mortgage Acceptance Company, LLC
Mortgage Acquisition Portfolio Specialist Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and on the management of investments related to the U.S. mortgage market. A Typical Day The Mortgage Acquisition Portfolio Specialist is critical for the seamless, accurate, and compliant transfer of all mortgage loan data into the organization’s servicing platform. This team is the primary steward of data integrity during a portfolio transfer, ensuring the financial, compliance, and servicing continuity of newly acquired loans. Execute daily flow boardings (Retail, TPO, PCG) under supervision Perform initial data validation and document exceptions Investigate and clear basic exceptions via the LOS Assist higher-level specialists in compiling data packages and checklists required for Mortgage Service Release (MSR) due diligence Maintain accurate records of daily activity Perform other related duties as required and assigned Demonstrate behaviors aligned with the organization’s desired culture and values What You’ll Bring 1+ year of experience in mortgage operations or loan processing Exposure to SQL querying or data analytics tools is a plus Strong attention to detail Familiarity with standard mortgage terminology Basic understanding of data mapping concepts Compensation Individual salary may vary based on multiple factors including specific role, geographic location, market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Benefits Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships Competitive salary; positions may offer bonus opportunities Work Model
OFFICE
#J-18808-Ljbffr Private National Mortgage Acceptance Company, LLC$45k - $66k
...Mortgage Acquisition Portfolio Specialist Pennymac is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the...SuggestedTemporary workWork at officeFlexible hoursPennyMac Financial Services
Carrollton, TX2 days ago$65k - $100k
Portfolio Strategy Analyst II at PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related...SuggestedWork experience placementWork at office- A financial services firm is seeking a Portfolio Strategy Analyst II to support asset management and portfolio oversight. The role involves data preparation, querying using MS Excel, MS SQL, and Snowflake, and applying financial concepts for reporting and analysis. Candidates...Suggested
$86.63k - $127.05k
National Life Group is seeking a Commercial Real Estate professional in Addison, Texas, to manage a diversified mortgage portfolio. This role includes responsibilities in asset management, credit analysis, and portfolio monitoring. Candidates should have at least 8 years...SuggestedFlexible hours$10k
...Portfolio Optimization Analyst The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm...SuggestedWork at officeWork from homeShift workFisher Investments
Plano, TX2 days ago- ...beyond the bidempowering our people to thrive and shape the future of the industry Under the direction of the Vice President of Portfolio Management the Asset Manager is an integral part of the asset disposition process within Auction.com. Primary responsibility will...Work at office
Auction.com
Plano, TX4 days ago - ...divh2Portfolio Manager/h2pFull Time, Permanent Opportunity for Portfolio Manager (Must be local to Plano, TX)/ppCatalyst and Your Career/ppCatalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative...Permanent employmentTemporary workCasual workLocal areaFlexible hours
Catalyst Corporate FCU
Plano, TX3 days ago - ...Portfolio Manager The Portfolio Manager (PM) is a client-facing, investment-centric role responsible for supporting the firm's Unified Managed Account (UMA) investment platform across three core functions: # Direct client and Wealth Advisor team support # Investment...
Credent Wealth Management
Plano, TX1 day ago - ...BI Portfolio Manager At least 11 years of experience with mandatory experience in BI. Exposure to BI/DW programs with the added below skills: Project management experience. Experience in handling multiple projects at the same time. Status collection and reporting. Project...Work at office
ClifyX
Plano, TX3 days ago - ...expected to lead change initiatives, manage stakeholder communications, and support the continuous improvement of our Deposits 2.0 portfolio. Job responsibilities Works across products to help ensure delivery against business objectives while coordinating...Shift work
Chase
Plano, TX1 day ago - A leading financial institution in Texas is seeking an experienced Portfolio Manager to enhance portfolio monitoring and manage risks associated with commercial real estate. Candidates should possess a bachelor’s degree and at least 4 years of relevant experience. Strong...
$113.6k - $149.1k
...more agile, efficient, and disciplined supply chain to support growth and deliver superior customer experiences. The Supply Chain Portfolio Manager plays a critical role in driving this transformation by governing and advancing the enterprise supply chain productivity...Temporary workLennox
Plano, TX6 hours ago- Product Portfolio Operations Manager - Risks & Controls, Vice President Job Description Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence...Shift work
- ...is open for an internship. You will join Ramify as part of an internship contract and will be fully integrated into the Client Portfolio Management team. Accompanied by experienced profiles, you will gradually develop your skills in customer relationship, investment...Contract workApprenticeshipInternship
- A leading community management firm is seeking a Portfolio Community Association Manager responsible for overseeing homeowners' associations and ensuring client satisfaction. Candidates should have at least 2 years of experience, strong leadership and communication skills...
- ...than 1,800 client advisors in 120 offices in 11 countries. Role Summary As a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of...Bank staff
- Exciting Opportunity for HOA Portfolio Community Association Manager! Here at CMA, we are seeking a talented Portfolio Community Association Manager to join our team and lead a thriving portfolio to new heights! As a Portfolio Community Association Manager, you will be...Local areaRelocation package
$96.4k - $144.6k
...Credit Portfolio Senior Analyst The Credit Portfolio Senior Analyst is an intermediate-level position responsible for conducting credit reviews, credit approval and monitoring the portfolio to identify credit migration in coordination with the Risk Management team....Full timeWork at office- Portfolio Manager & PI Planning Coordinator Job Type: Permanent Full Time Location: Dallas, Texas, United States Position Description We are seeking a highly organized and proactive Portfolio Manager & PI Planning Coordinator to support business operations through a combination...Permanent employmentFull time
$84k - $149.4k
...Commercial Banking Portfolio Manager Wells Fargo is seeking a Commercial Banking Portfolio Manager. This position will have Program Credit oversight of third-party programs including large OEM (Manufacturer) and dealers for the Vendor and Equipment Finance businesses...Work experience placement- ...Portfolio Brand Communications Manager This isn't a one-brand role. It's an entire pantry—filled with brands people genuinely reach for, obsess over, and have been loyal to for decades. As a Portfolio Brand Communications Manager at PepsiCo Foods U.S., you'll be...
PepsiCo
Plano, TX3 days ago $60k - $85k
...Paid time off Training & development Vision insurance Wellness resources You May Be a Great Fit as an Acquisitions Specialist at Kyle Aubry - State Farm Agent if: You're the person people call first when life goes sideways - calm, steady, and...For contractorsWork at officeState Farm
Carrollton, TX3 days ago$60k - $85k
...Acquisitions Specialist at Kyle Aubry - State Farm Agent At Kyle Aubry - State Farm Agent, we're here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we're helping someone navigate a claim...For contractorsWork at officeKyle Aubry - State Farm Agent
Carrollton, TX3 days ago$54k - $79.2k
National Life Insurance Company in Addison, TX seeks an Analyst for its Commercial Real Estate team. This position supports origination, underwriting, and closing of commercial mortgage investments, involving financial modeling and credit analysis. Candidates should have...Flexible hours- A major financial institution in Texas is seeking a Credit Officer in Portfolio Management. In this role, you will analyze commercial real estate finance and assess risk ratings for properties. Candidates should possess a Bachelor's degree and have a minimum of 5 years...
- A leading financial services firm in Plano, Texas is seeking a Credit Officer for Portfolio Management. The role involves completing annual reviews on properties, evaluating risk ratings, and presenting findings to senior management. The ideal candidate must possess a Bachelor...Work at office
$85k - $145k
...financial planning background, coupled with a CFP designation and 5-25 years of relevant experience. A successful candidate will manage a portfolio of clients, onboard new customers, and ensure retention through productive client interactions. Competitive compensation includes...$65k - $95k
..., TX, seeks a Registered Representative to market financial products. You will perform financial needs analysis, manage customer portfolios, and provide investment guidance. Ideal candidates should hold a Series 6 or 7 license, possess strong knowledge of investment products...- ...Compliance is all about thinking outside the box, challenging the status quo and striving to be best‑in‑class. As a Credit Officer in Portfolio Management, you should be proficient with commercial real estate finance concepts/principles and their application to various...Work experience placementLocal area
- ...Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Credit Officer in Portfolio Management, you should be proficient with commercial real estate finance concepts/principles and their application to various...Work experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Acquisition Portfolio Specialist I. Be the first to apply!
