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Portfolio Servicing Analyst Jobs in Iowa

Portfolio Analyst Jobs
By Deutsche Bank At , Chicago
Meet regularly with, and present recommendations/written summaries to Portfolio Managers; interact with investment management/research staff/brokers/company management/traders/outside investment analysts/etc.
Work closely with other analysts and portfolio managers to assist in company and sector analysis
BA or BS required with 0-2 years work experience
Experience and advanced understanding of Excel/VBA
Strong interpersonal skills with the ability to work autonomously and within a close group setting
A range of flexible benefits including Retail Discounts, Commuter Discounts and Gym benefits
Servicing Oversight Analyst Jobs
By CMG Financial At , Remote
Experience in remote work Collaboration Software.
Bachelor’s degree in business process engineering or equivalent work experience.
Cross functional experience with multiple mortgage servicing business.
Excellent communication skills both written and verbal.
includes the following responsibilities, but not limited to
Monitor subservicer performance on KPI, but not limited to:
Jr Portfolio Administration Analyst
By Security Benefit At Des Moines, IA, United States
Strong organizational and time management skills to prioritize tasks and meet deadlines in a fast-paced environment.
Monitor and escalate any unresolved discrepancies or outstanding issues to management, providing timely updates and recommendations for resolution.
What Security Benefit Can Offer You:
Collaborate with investment managers, custodians, and trustees to resolve any discrepancies or issues identified during the reconciliation process.
Maintain accurate records and documentation of reconciliation activities, including reports, logs, and audit trails, to support internal controls and regulatory requirements.
Bachelor's degree in finance, accounting, or a related field.
Analyst, Primary Servicing Jobs
By SitusAMC At , Remote $46,800 - $75,000 a year

SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to ...

Servicing Senior Analyst | Transaction Management | Remote
By Cardinal Financial At , Remote
Generate, analyze, and distribute applicable reports to management; monitor for any adverse trends on an as needed or ad-hoc basis
Other duties as required by management
Has knowledge of Agency and Government loan products, programs and investor requirements
Proficiency in Microsoft Excel and other data management tools
Ability to successfully organize, prioritize, and manage multiple responsibilities
May manage mortgage servicing projects, ensuring they are completed on time, and meet the needs of internal and external stakeholders

Are you looking for an exciting opportunity to use your financial analysis skills to help people achieve their financial goals? We are looking for a Portfolio Servicing Analyst to join our team and help us provide our clients with the best possible service. You will be responsible for analyzing and managing portfolios, providing financial advice, and ensuring that our clients receive the highest quality of service. If you are a motivated individual with a passion for financial analysis, this is the perfect job for you!

Overview:

A Portfolio Servicing Analyst is responsible for providing portfolio servicing support to clients, including loan origination, loan servicing, loan modifications, and loan workouts. They are responsible for ensuring that all loan servicing activities are completed in a timely and accurate manner.

Detailed Job Description:

The Portfolio Servicing Analyst is responsible for providing portfolio servicing support to clients. This includes loan origination, loan servicing, loan modifications, and loan workouts. The Portfolio Servicing Analyst will review loan documents, analyze loan data, and ensure that all loan servicing activities are completed in a timely and accurate manner. They will also be responsible for responding to customer inquiries, resolving customer complaints, and providing customer service.

What is Portfolio Servicing Analyst Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent customer service skills
• Ability to work independently and as part of a team
• Knowledge of loan origination, loan servicing, loan modifications, and loan workouts
• Proficiency in Microsoft Office Suite
• Ability to multitask and prioritize tasks

What is Portfolio Servicing Analyst Job Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• 2+ years of experience in loan servicing or related field
• Knowledge of loan origination, loan servicing, loan modifications, and loan workouts
• Ability to work independently and as part of a team

What is Portfolio Servicing Analyst Job Knowledge?

• Knowledge of loan origination, loan servicing, loan modifications, and loan workouts
• Knowledge of banking regulations and compliance
• Knowledge of financial analysis and reporting

What is Portfolio Servicing Analyst Job Experience?

• 2+ years of experience in loan servicing or related field
• Experience in customer service
• Experience in financial analysis and reporting

What is Portfolio Servicing Analyst Job Responsibilities?

• Review loan documents and analyze loan data
• Ensure that all loan servicing activities are completed in a timely and accurate manner
• Respond to customer inquiries and resolve customer complaints
• Provide customer service
• Monitor loan performance and identify potential risks
• Prepare loan documents and reports
• Maintain loan records and databases