Portfolio Associate/Manager (1809) in Irving, TX at Champion Mortgage

Date Posted: 8/8/2018

Job Snapshot

  • Employee Type:
  • Location:
    Irving, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Ready to be a Cooper too? This might just be right up your alley!

We’re here to keep the dream of home ownership alive. Oh, and while we’re at it, we’re determined to change the lending industry itself. It’s simple, but it won’t be easy. And we’ll need a great team behind us. (That’s where you come in.) We want to show the world that transparency, candor and collaboration aren’t just good values. They’re good business. Working here isn’t for people who want to punch a clock. It’s for people who want to punch a hole in the status quo. Come join us. And make a difference instead of just a living.

The Portfolio Associate/Manager plays an integral role for the organization. Coordinating and overseeing the company’s portfolio, and actively participating in a variety of activities alongside onshore and offshore operations.  Interacting directly with senior management, this position will assist in tracking and pushing asset performance improvement, via large data analysis and application of strategic initiatives to seek out value add opportunities.  In addition, the Portfolio Associate/Manager is responsible for seeking loss recovery opportunities and tracking the asset life cycle financial outcome.  The ideal candidate will have a broad understanding for asset life cycles, forecasting/regression models, financial statements, analysis and summarizing large data.  Special considerations will be given to those candidates that have experience in reverse mortgages, risk, accounting or finance.


  • Review and analyze portfolio to ensure comprehensive understanding of performance, seek out key critical areas, identify portfolio trends.
  • Summarize or segment data based on business needs. Produce executive level reports.
  • Ability to provide financial reports, interpret financial information and provide recommendation for further action
  • Conduct monthly meeting to discuss performance, drive strategic initiatives and proposition business improvements
  • Research issues and work with teams to develop change plans to address critical areas. 
  • Respond to inquiries for business regarding portfolio performance, reports and loan level details.
  • Liase with other groups and act as a Subject Matter Expert (SME) for external groups regarding portfolio performance and trend analysis


  • Excellent written, verbal, interpersonal, presentation skills.
  • Ability to establish priorities, work independently, and proceed with objectives with little or no supervision
  • Develop relationship with operations, provide guidance as needed in accordance with performance metrics
  • Ability to work weekends, holidays, evening and nights as needed
  • Though minimum travel is expected, must be able to travel.
  • Proficiency in Excel, Power Point, SQL, Power BI to summarize large sets is necessary. Some SAS or R is preferred.
  • Knowledge of financial statements reporting and analysis
  • Preferred experience with Access or SharePoint
  • Preferred experience using various loan servicing system of records


  • Minimum 7 (seven) years of experience or combination of coursework and experience.
  • Graduation from a 4-year college or university with major course work in Business, Finance, Accounting or a discipline related to the requirements of the position is preferred.
  • Proficiency with Microsoft Office Suite, Excel at an advanced level, Power Point, Word, SQL. Preferred experience with SAS, R, or another advanced analytics software.
  • Problem solving skills. This position requires critical thinking and a disciplined approach to a wide range of tasks.
  • Excellent relationship building skills and aptitude for working collaboratively with cross-functional groups.

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United States of America

Posting Organization:

Champion Mortgage

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