Overview
The Senior Portfolio Analyst will support the Portfolio Manager's daily activities as well as produce periodic and ad hoc reports.
Job Description
Reporting:

• Responsible for various recurring, and non-recurring, reports that require knowledge of MS Excel, SQL database and MS Access (optional).

Modification Analysis:

• Responsible for researching modification decisions to support escalations and audits.

Portfolio Management:

• Responsible for understanding modification programs and evaluating portfolio loans that may qualify for modification.

Modeling:

• Responsible for the testing and maintenance of various models developed by the Portfolio Manager.

Analysis:

• Analyze various modification success rates. This includes evaluating results of a decision engine and prescribing enhancements to rules used for qualifying and structuring loan modifications.
• Perform other related duties as required and assigned
• Demonstrate behaviors which are aligned with the organization's desired culture and values

Ideal Candidate will have the following:

• Highly proficient in MS Excel. Experience with MS VB, SQL , or MS access programming is a plus.
• Position requires close interaction with other functional areas. Therefore, the candidate must demonstrate his, or her, ability to work collaboratively with various functional groups.
• Past reporting experience is a plus
• Must be highly proficient in Excel and Word
• Must be a team player with strong attention to detail and able to work independently
• Proven track record at delivering timely and accurate information in a fast-paced environment
• Excellent critical thinking, problem solving, mathematical skills and sound judgment
• Financial Services and, if possible, mortgage industry experience preferred
• Strong business acumen and ability to interface with executive management

Years of Experience:
3Education:
Bachelor's Degree