Sr. Portfolio Analyst - Onsite

Posted 9 Days Ago
Be an Early Applicant
Fort Washington, PA
Senior level
Financial Services
The Role
The Sr. Portfolio Analyst will lead projects to enhance sales and recapture performance, providing client service and support to internal teams. Responsibilities include developing business strategies, creating performance metrics and reports, and training new analysts. The role demands excellent communication, analytic and project management skills, and collaboration with business leaders and senior management.
Summary Generated by Built In

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.
We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
 

Summary:

The individual selected for the job will lead projects designed to improve sales and recapture performance and deliver excellent client service while assisting our internal teams. The individual will leverage creative talents, excellent communication, analytic and project management skills to: 

Responsibilities

  • Partner with Business Leaders and develop new business strategies, based on analytic research, that streamlines current practices.
  • Provide a link between raw data and business performance via the creation, enhancement, and upkeep of performance metrics, reports, as well as data interpretation and analysis. Partnering with senior management to drive decisions and share insights.
  • Contribute to establishing company policy and oversee key initiatives designed to increase operational productivity and company profitability.
  • Make significant contributions to our Analytics team and help them deliver deep and valuable insights to our Production, Support, and Executive Teams
  • Excel in a team-oriented, collaborative environment championing the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
  • Clearly articulate and present ideas and findings to a varied audience including the operations staff, senior management, and 3rd party clients.
  • Training and guiding new analysts, fostering their professional development and aiding their growth within the organization.

Preferred Qualifications

  • Proven self-starter and independent thinker
  • Extensive experience with SQL
  • 5+ years’ experience visualizing data, automating reports and analyses in Tableau
  • Skilled in MS Excel and MS PowerPoint
  • 5+ years’ experience in one or more of the following areas – recapture analytics, marketing analytics, sales, capital markets
  • Bachelor’s Degree or better in Analytics, Data, Finance, Math, or other quantitative discipline
  • Experience with Salesforce or in Mortgage industry preferred

Job Qualifications:

  • Strong business communication skills with an ability to work well in a collaborative environment.
  • Strong attention to detail.
  • Experience building predictive models in real life environment using tools like Python or R preferred
  • Fast learner – able to assimilate new ideas and thrive in a fast-paced environment.
  • 5+ years in Analytics

#LI-EM2

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:
• Medical (including Health Savings Account & Flexible Savings Account)
• Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan

 Performance-based Incentives
• Pet Insurance

• Advancement Opportunities

Newrez NOW:

• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
• 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
• Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

• Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions


Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

CA Privacy Policy

CA Notice at Collection

Top Skills

Python
R
SQL
Tableau
The Company
HQ: Fort Washington, PA
1,575 Employees
On-site Workplace

What We Do

Newrez LLC (Newrez) is a leading nationwide mortgage lender and servicer. As a lender, Newrez focuses on offering a breadth of industry-leading products, supported by a loan process that blends both human interaction and the benefits of technology into an unparalleled customer experience. Founded in 2008 and licensed to lend in 50 states, Newrez is headquartered in Fort Washington, Pennsylvania and operates multiple lending channels, including Correspondent Lending, Wholesale, Direct-to-Consumer, Retail, and a network of joint venture partners. Newrez’s servicing business consists of its performing loan servicing division, Newrez Servicing, and its special servicing division, Shellpoint Mortgage Servicing. Newrez also has several affiliates that perform various services in the mortgage and real estate industries. These include Avenue 365 Lender Services, LLC, a title agency, and E Street Appraisal Management LLC, an appraisal management company. Newrez is member of the New Residential Investment Corp. family. More information is available at www.newrez.com.


© 2022 Newrez LLC {f/k/a New Penn Financial, LLC}. All Rights Reserved. {Doing business as Newrez Mortgage in the states of Arkansas and Texas}. {Website approval pending with the New York Department of Financial Services.} This communication does not constitute a commitment to lend or the guarantee of a specified interest rate. All loan programs and availability of cash proceeds are subject to credit, underwriting and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply. Newrez LLC, 1100 Virginia Drive, Suite 125, Fort Washington, PA 19034. Corp NMLS#: 3013 (www.nmlsconsumeraccess.org). Additional licenses available at www.newrez.com. Equal Housing Opportunity.

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