Senior Financial Portfolio Analyst, Servicing
Core
Provide advanced financial analysis, portfolio performance monitoring, servicing cost modeling, compliance oversight, and forecasting for a mortgage servicing portfolio.
Role type
Senior Financial Portfolio Analyst (Servicing)
Builds
Servicing P&L models, MSR valuation models, portfolio analytics dashboards, and revenue/cost forecasts.
Domain
Fintech / Mortgage Servicing / Real-World Assets (RWA)
Deliverable
production ML models | dashboards & analysis
Required skills
MSR economics, delinquency modeling, advance mechanics, servicing cost structures, SQL, Snowflake, Tableau, Power BI
Preferred skills
MBA, CPA
Technologies
MSP, Sagent, LoanServ, SQL, Snowflake, Tableau, Power BI
Responsibilities
Maintain and enhance servicing profit-and-loss models; Support mortgage servicing rights (MSR) valuation by modeling discount rates and prepayment speeds; Build dashboards tracking static pool performance and delinquency migration; Forecast servicing revenue and default expenses; Provide financial performance analysis and compliance monitoring; Model escrow balances and advance recoverability; Prepare monthly business review decks and variance analysis for senior leadership.
Seniority
Senior, hands-on IC
