Cesar R.

Manager Portfolio Strategy @ PennyMac | Mortgage Portfolio Management

Role
Manager Portfolio Strategy at PENNYMAC
Location
Santa Clarita, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Cesar R.

As a Portfolio Strategy Manager at PennyMac Loan Services, I manage the loan modification pipeline for government loans and assist in credit risk transfer portfolio executive monthly reporting. I also have experience in managing the margins for the residential mortgage portfolio and developing financial models for credit unions\' profitability. I hold a BS in Business Administration with a focus on Finance from California State University, Northridge, and a Master of Science in Accounting from Keller Graduate School of Management. My skills include financial analysis, financial accounting, and credit analysis. I am passionate about using my expertise to help individuals and businesses achieve their financial goals.

Experience

  1. Manager Portfolio Strategy

    PENNYMAC

    Dec 2021 — Present · Moorpark, CA, US

    Managed the loan modification pipeline for government loans, ensuring compliance with Fannie Mae, Freddie Mac, FHA, VA, and USDA guidelines. • Oversaw exceptions in loan modifications, facilitating efficient resolutions to complex cases. • Assisted in monthly reporting for the Credit Risk Transfer portfolio, enhancing transparency and decision-making. • Contributed to asset management and loss mitigation strategies for delinquent loans within the servicing portfolio.

Education

  • California State University, Northridge

    BS Business Administration, Finance

  • Keller Graduate School of Management of DeVry University

    Master of Science - MS, Accounting

Skills

  • Credit Analysis
  • Mortgage Banking
  • Financial Analysis
  • Credit Risk
  • Risk
  • Pricing
  • Financial Risk
  • Management
  • Strategic Planning
  • Excel
  • Mortgage
  • Forecasting
  • Compliance
  • Microsoft Excel
  • Powerpoint
  • Portfolio Management
  • Competitive Analysis
  • Process Improvement
  • Loans
  • Leadership
  • Financial Planning
  • Mortgage Lending
  • Finance
  • Operational Risk
  • Strategic Financial Planning
  • Business Analysis
  • Analytics
  • Analysis
  • Business Process Improvement
  • Banking
  • Risk Management
  • Financial Services
  • Credit
  • Financial Modeling
  • Due Diligence
  • Loan Origination
  • Sql

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Cesar R. — Manager Portfolio Strategy at PENNYMAC in Santa Clarita, CA, US | Unifers