Talent.com
Portfolio Management Lead
Portfolio Management LeadFigure Lending • Charlotte, NC, US
No longer accepting applications
Portfolio Management Lead

Portfolio Management Lead

Figure Lending • Charlotte, NC, US
26 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

About Figure

Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently, and reasonably for purpose-driven, significant expenditures - everything from dream home renovations and debt consolidation to small business formation.

Since our founding in 2018, we've become the country's #1 non-bank HELOC lender and are publicly traded on Nasdaq (ticker : FIGR). We use AI and other cutting edge technology to lower costs and increase speed - and create delightful experiences for both our customers and employees.

Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their absolute best. We are motivated, innovative, collaborative, and curious. We value individuals who bring a problem-solving mindset to every task. Every day at Figure is a journey in continuous learning combined with a focus on getting work done that makes a difference. Join us!

Forbes Most Innovative Fintech Startups, 2025

Fast Company Most Innovative Companies in Finance & Personal Finance

About the Role

  • Servicing liaison for the upcoming sub-servicer transactions (data validation, data reconciliation & data mapping)
  • Monthly call preparation for performance reviews and oversight decks (8-12 decks)
  • Assist with process improvement implementation and daily tracking
  • Assist with the creation of investor reporting for investors and participants
  • Assist with Audit research and reporting deliverables

What You'll Do

  • Assist with the creation of internal policies and procedures for the investor and sub-servicer review process.
  • Assist with the servicing, oversight, technology implementation, and integration.
  • Assist with implementing key performance indicators (KPIs) and regularly monitor the effectiveness of default strategies, making data-driven adjustments as necessary. Analyze default trends, customer behavior, and economic factors to develop effective default management strategies.
  • Prepare comprehensive reports and presentations on portfolio performance and present findings to support informed decision-making.
  • Assist with research on market conditions, industry trends, and regulatory requirements relevant to our lending portfolio. Stay updated on industry best practices and emerging trends in the industry.
  • Assist with the creation and documentation of new processes and expanded procedures within the portfolio management team.
  • Assist with the implementation and integration of new technology solutions within the team.
  • Assist with the design of monitoring systems to detect and mitigate potential risk behaviors.
  • Collaborate with colleagues across different departments, including but not limited to lending, underwriting, loan administration, and credit to ensure compliance with internal policies and external regulations.
  • What We Look For

  • 5+ years of experience in portfolio analysis, financial analysis, or a related analytical role in consumer finance, mortgage, or HELOC is required
  • Strong proficiency in data analysis tools (Tableau) and software (e.g., Excel, SQL, or similar)
  • Working knowledge of bankruptcy terminology and requirements
  • Advanced expertise in title theory, standing, and lien enforceability
  • Good understanding of determining recoverability based on several loan attributes and external factors
  • Exceptional analytical and problem-solving skills with a keen eye for detail
  • Experience in analyzing complex problems and translating them into an analytical approach
  • Strong communication and writing skills
  • Strong leadership, stakeholder management, communication, partnership, and teamwork skills
  • Experience with Loan Management Systems preferred
  • Bachelor's degree (Finance, Economics, Statistics, Business Administration, Accounting preferred) or equivalent preferred
  • Salary

  • Compensation Range : $97,000 - $122,000
  • 25 % annual bonus target, paid quarterly
  • Equity RSU package
  • This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs
  • Benefits

  • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
  • Company HSA, FSA, Dependent Care, 401k, and commuter benefits
  • Employer-funded life and disability insurance coverage
  • 11 Observed Holidays & PTO plan
  • Up to 12 weeks paid family leave
  • Continuing education reimbursement
  • Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice.

    Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

    #LI-SB1 #LI-Hybrid

    Create a job alert for this search

    Portfolio Management • Charlotte, NC, US

    Related jobs
    Associate- Portfolio Management

    Associate- Portfolio Management

    StepStone Group • Charlotte, NC, US
    Full-time
    Associate- Portfolio Management.We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors.L...Show more
    Last updated: 30+ days ago • Promoted
    Team Lead, Corp. Actions

    Team Lead, Corp. Actions

    LPL Financial • Fort Mill, SC, US
    Full-time
    At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We offer cutting-edge resources, a collaborative environment, an...Show more
    Last updated: 25 days ago • Promoted
    Portfolio Strategist

    Portfolio Strategist

    Horizon Investments • Charlotte, NC, USA
    Full-time
    Quick Apply
    The Portfolio Strategist is an investment management role supporting Horizon's consulting clients.The primary responsibilities of this role include portfolio construction and monitoring, manager du...Show more
    Last updated: 22 days ago
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Hickory, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 11 days ago • Promoted
    Senior Portfolio Manager - Financial Institutions Group - Insurance

    Senior Portfolio Manager - Financial Institutions Group - Insurance

    Phenom People • Charlotte, NC, US
    Full-time
    Senior Portfolio Manager - Financial Institutions Group - Insurance.Make banking a Fifth Third better.We connect great people to great opportunities. Are you ready to take the next step? Discover a ...Show more
    Last updated: 4 days ago • Promoted
    Asset Liability Management Senior Associate

    Asset Liability Management Senior Associate

    Truist • Charlotte, NC, US
    Full-time +1
    The ALM Senior Associate will serve as a senior subject matter expert (SME) responsible for forecasting the firm's balance sheet and net interest income and / or monitoring and reporting on the firm'...Show more
    Last updated: 30+ days ago • Promoted
    Senior Portfolio Manager - Financial Institutions Group

    Senior Portfolio Manager - Financial Institutions Group

    Fifth Third Bank • Charlotte, NC, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Portfolio Manager is key m...Show more
    Last updated: 30+ days ago • Promoted
    Senior Director, Insurance & Multi- Asset Portfolio Manager

    Senior Director, Insurance & Multi- Asset Portfolio Manager

    Barings • Charlotte, NC, US
    Full-time
    Senior Director, Insurance & Multi-Asset Portfolio Manager.At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them fo...Show more
    Last updated: 30+ days ago • Promoted
    Project Lead (Contract) – Finance Data Domain Management

    Project Lead (Contract) – Finance Data Domain Management

    Re Focus LLC • Charlotte, NC, United States
    Full-time
    Quick Apply
    Position Overview Wells Fargo is seeking a hands-on Project Lead to execute and coordinate a multi-team initiative within the Finance Data ...Show more
    Last updated: 5 days ago
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data Annotation • Hickory, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 11 days ago • Promoted
    Credit Portfolio Manager III - Gov / Con (location requirement flexible)

    Credit Portfolio Manager III - Gov / Con (location requirement flexible)

    Atlantic Union Bank • Charlotte, NC, United States
    Full-time
    Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship M...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Accounting Specialist

    Portfolio Accounting Specialist

    Daimler Truck North America • Charlotte, NC, US
    Full-time
    Portfolio Accounting Specialist.As a Portfolio Accounting Specialist, you will be a key contributor to a high-performing and collaborative team ensuring the accuracy and integrity of financial data...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Management Analyst

    Portfolio Management Analyst

    Redwood Trust Inc • Charlotte, NC, US
    Full-time
    The Portfolio Management Analyst will work in a supporting role on the portfolio management activities for performing loans. This role requires an investment professional with experience in loan ser...Show more
    Last updated: 30+ days ago • Promoted
    AI Portfolio Management Leader

    AI Portfolio Management Leader

    First Citizens Bank • Charlotte, NC, US
    Full-time
    This leader will manage the end-to-end process framework for delivering and overseeing AI use cases and capabilities across the company, from discovery and ideation, to elaboration and design, to e...Show more
    Last updated: 1 day ago • Promoted
    Senior Portfolio Analyst

    Senior Portfolio Analyst

    North Carolina Staffing • Charlotte, NC, US
    Full-time
    The Senior Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services team as wel...Show more
    Last updated: 4 days ago • Promoted
    VP, Senior Underwriter Portfolio Manager-MMB (hybrid)

    VP, Senior Underwriter Portfolio Manager-MMB (hybrid)

    First Citizens Bank • Charlotte, NC, US
    Full-time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. As a Vice President, this is an opportunity to work within a growing g...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    FirstService Residential • Charlotte, NC, US
    Full-time
    As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and ...Show more
    Last updated: 12 days ago
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Rock Hill, South Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 11 days ago • Promoted