About this role
The Portfolio Specialist provides hands-on administrative support for mortgage portfolio operations. This role is focused on completing routine, process-driven tasks that help keep daily workflows running smoothly for the Portfolio Specialist team. In this position, you’ll manage shared inboxes, generate statements, update banking systems, and maintain accurate records and files. The work is structured, detail-oriented, and guided by established procedures, making it well suited for someone who enjoys organized, task-based work and takes pride in accuracy.