Portfolio Management Analyst, CCM
About the position
Come join our amazing team and work a hybrid schedule in our Greenwich, CT office!
The Portfolio Management Analyst will be responsible for CCM portfolio asset management processes including but not limited to acquisition of assets, ongoing loan-level oversight, and disposition analysis. This role offers exposure to asset management, acquisitions, servicing oversight, and investor reporting as part of a small team. Perform all duties in accordance with the company’s policies and procedures, all state and federal laws, and regulations, wherein the company operates. The target pay for this position is $75,000 - $85,000 Annual + Annual Bonus.
Responsibilities
• Provide oversight of loan pools, including reviewing delinquency status, valuations, loan characteristics, and borrower workout paths, ensuring accurate maintenance of internal applications and applications of strategic decision‑making.
• Manage and enhance existing and evolving processes and recurring reporting both internally and with investors and counterparties.
• Oversee loss mitigation and litigation‑related loan assessments, evaluating eligibility, completeness, attorney input, and settlement opportunities to guide strategy on files.
• Exercise independent judgment in evaluating loan‑level risks, identifying exceptions, and escalating issues with material financial impact.
• Coordinate across mortgage servicing departments to resolve complex loan level issues and confirm correct data, documentation, and regulatory alignment.
• Perform diligence and analysis of assets in both buy and sell transactions.
• Support large‑scale loan transfers and acquisition reviews by coordinating data delivery, identifying documentation gaps, and ensuring timely preparation of reports, collateral, and diligence packages.
Requirements
• Bachelor’s degree in business, economics, accounting/finance, or related field preferred, similar professional work experience may be substituted for a degree.
• One (1) to three (3) years of asset and portfolio management experience preferred.
• Strong working knowledge of Microsoft Suite (Excel, Word, PowerPoint, etc.)
• SQL Server or other database experience a plus.
• Only apply if you can work a hybrid schedule in our Greenwich, CT office!
Nice-to-haves
• SQL Server or other database experience a plus.
Benefits
• Comprehensive healthcare plans for you and your family.
• Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
• Customized training programs to help you advance your career.
• Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
• Educational Reimbursement.
• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates.
Apply tot his job
Apply To this Job
Come join our amazing team and work a hybrid schedule in our Greenwich, CT office!
The Portfolio Management Analyst will be responsible for CCM portfolio asset management processes including but not limited to acquisition of assets, ongoing loan-level oversight, and disposition analysis. This role offers exposure to asset management, acquisitions, servicing oversight, and investor reporting as part of a small team. Perform all duties in accordance with the company’s policies and procedures, all state and federal laws, and regulations, wherein the company operates. The target pay for this position is $75,000 - $85,000 Annual + Annual Bonus.
Responsibilities
• Provide oversight of loan pools, including reviewing delinquency status, valuations, loan characteristics, and borrower workout paths, ensuring accurate maintenance of internal applications and applications of strategic decision‑making.
• Manage and enhance existing and evolving processes and recurring reporting both internally and with investors and counterparties.
• Oversee loss mitigation and litigation‑related loan assessments, evaluating eligibility, completeness, attorney input, and settlement opportunities to guide strategy on files.
• Exercise independent judgment in evaluating loan‑level risks, identifying exceptions, and escalating issues with material financial impact.
• Coordinate across mortgage servicing departments to resolve complex loan level issues and confirm correct data, documentation, and regulatory alignment.
• Perform diligence and analysis of assets in both buy and sell transactions.
• Support large‑scale loan transfers and acquisition reviews by coordinating data delivery, identifying documentation gaps, and ensuring timely preparation of reports, collateral, and diligence packages.
Requirements
• Bachelor’s degree in business, economics, accounting/finance, or related field preferred, similar professional work experience may be substituted for a degree.
• One (1) to three (3) years of asset and portfolio management experience preferred.
• Strong working knowledge of Microsoft Suite (Excel, Word, PowerPoint, etc.)
• SQL Server or other database experience a plus.
• Only apply if you can work a hybrid schedule in our Greenwich, CT office!
Nice-to-haves
• SQL Server or other database experience a plus.
Benefits
• Comprehensive healthcare plans for you and your family.
• Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
• Customized training programs to help you advance your career.
• Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
• Educational Reimbursement.
• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates.
Apply tot his job
Apply To this Job