Acquisition Portfolio Specialist
Listed on 2026-05-23
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Finance & Banking
Financial Consultant, Banking & Finance, Financial Services, Mortgage Loan Originator / Advisor
Mortgage Acquisition Portfolio Specialist
Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and on the management of investments related to the U.S. mortgage market.
A Typical DayThe Mortgage Acquisition Portfolio Specialist is critical for the seamless, accurate, and compliant transfer of all mortgage loan data into the organization’s servicing platform. This team is the primary steward of data integrity during a portfolio transfer, ensuring the financial, compliance, and servicing continuity of newly acquired loans.
- Execute daily flow boardings (Retail, TPO, PCG) under supervision
- Perform initial data validation and document exceptions
- Investigate and clear basic exceptions via the LOS
- Assist higher-level specialists in compiling data packages and checklists required for Mortgage Service Release (MSR) due diligence
- Maintain accurate records of daily activity
- Perform other related duties as required and assigned
- Demonstrate behaviors aligned with the organization’s desired culture and values
- 1+ year of experience in mortgage operations or loan processing
- Exposure to SQL querying or data analytics tools is a plus
- Strong attention to detail
- Familiarity with standard mortgage terminology
- Basic understanding of data mapping concepts
Individual salary may vary based on multiple factors including specific role, geographic location, market data, and skills and experience as defined below:
- Lower in range - Building skills and experience in the role
- Mid-range - Experience and skills align with proficiency in the role
- Higher in range - Experience and skills add value above typical requirements of the role
- Comprehensive Medical, Dental, and Vision
- Paid Time Off Programs including vacation, holidays, illness, and parental leave
- Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
- Retirement benefits, life insurance, 401k match, and tuition reimbursement
- Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsor ships
- Competitive salary; positions may offer bonus opportunities
OFFICE
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