Newrez LLC

Administration

• Administer and maintain the ResWare platform, including workflows, templates, business rules, roles, and permissions
• Configure and manage file types, products, milestones, automation rules, and task management
• Manage user setup, security roles, and access controls in accordance with company policies
• Design, implement, and optimize workflows to support lender services operations and SLAs
• Identify opportunities to automate manual processes and reduce operational friction
• Maintain integrations with third-party vendors, lenders, underwriters, and internal systems
• Ensure accuracy, consistency, and integrity of data across the ResWare platform
• Build and maintain reports, dashboards, and operational metrics for leadership, operations, and compliance
• Serve as the primary point of contact for ResWare system issues and enhancement requests
• Train new users and provide ongoing training, documentation, and job aids for existing staff
• Collaborate cross-functionally with Operations, Accounting, Compliance, and IT teams.

ResWare Administrator

Software Engineer

• Lead engineering efforts for enterprise IAM technologies including SailPoint, PAM, MFA, SSO, and AD.
• Design and implement scalable identity lifecycle management solutions.
• Develop automation scripts and tools to streamline IAM operations and provisioning processes.
• Collaborate with cross-functional teams to integrate IAM solutions with business applications and cloud platforms.
• Ensure IAM systems are audit-ready and compliant with regulatory requirements (SOX, GLBA, FFIEC, NYDFS).
• Support the VP of IAM in strategic planning and execution of identity modernization initiatives.
• Manage engineering team performance, development, and delivery of IAM solutions.
• Maintain documentation for IAM architecture, tools, and processes.
• Perform related duties as assigned by management.

Director, Identity and Access Management Engineering

Accounting Manager

• Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts
• Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II
• Research and resolve loan and account variances and clear accounts in accordance with investor and regulatory guidelines
• Work with Investor Reporting team to resolve items within the investors' accounts
• Maintain and follow procedures and controls within the monthly process
• Assist with internal and external audits
• Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions
• Research operational, reporting, or data issues and present solutions or process improvements to management
• Develop and enhance operational procedures

Senior Investor Accounting Analyst – On-site

Director

• Execute and evolve the enterprise Martech roadmap to support scalable, automated, and personalized marketing campaigns.
• Evaluate and implement emerging Martech capabilities to maintain competitive advantage.
• Ensure seamless integration between Martech platforms, CRM systems, data platforms, and AI‑enabled tools.
• Support vendor evaluation, platform governance, and contract management in partnership with leadership.
• Lead the development and optimization of automated, scalable marketing workflows across channels.
• Design and operationalize personalization frameworks leveraging analytics, segmentation, and data science.
• Enable efficient lead routing, nurturing, and customer engagement across the full funnel.
• Partner with Technology and Data teams to ensure infrastructure reliability, data quality, security, and compliance.
• Drive experimentation with new channels, AI capabilities, predictive journeys, and intelligent targeting.
• Lead and develop a high performing team of Martech product owners, technical marketers, and platform specialists.
• Oversee training, enablement, and change management to drive Martech adoption across Marketing and Sales.
• Set clear performance goals, manage budgets, and support professional development.
• Present platform performance, optimization opportunities, and technology recommendations to senior leadership.
• Collaborate cross functionally to align Martech capabilities with business and growth objectives.
• Ability to effectively and accurately convey information to others.
• Performs related duties as assigned by management.

Senior Director – Martech Innovation

Customer Support

• Facilitate daily agency functions by providing direct operational and customer support to the Premier Services Team
• Support both refinance and purchase transactions
• Ensure superior customer service while maintaining compliance with client requirements and internal service level agreements (SLAs)
• Answer inbound calls, routing inquiries, processing incoming title work and contracts
• Monitor Premier ResWare queues and Outlook mailboxes
• Maintain clear communication with internal and external stakeholders to ensure an exceptional customer experience

Premier Support Specialist

• Develop, execute and optimize the enterprise new customer acquisition strategy across digital media, paid search, paid social, affiliates, partnerships, email/SMS nurture, and emerging channels.
• Lead funnel design, testing, and conversion rate optimization across all acquisition touchpoints.
• Identify new customer segments, market opportunities, and channel expansion opportunities.
• Own test and learn roadmaps, creative optimization cycles, and audience development plans.
• Support and manage partner programs to expand reach and accelerate customer growth.
• Lead and develop a high-performing acquisition team including channel managers, strategists, and growth specialists.
• Collaborate closely with Product, Sales, Technology, Data, and Analytics teams to align acquisition initiatives with broader business goals.
• Set clear performance objectives, manage budgets, and support professional development.
• Present acquisition performance, insights, and optimization recommendations to senior leadership.
• Ability to effectively and accurately convey information to others.

Senior Director – New Customer Acquisition

• Process incoming mail, FedEx deliveries, and original documents
• Distribute and route documents appropriately to ensure timely handling
• Maintain accurate tracking of received and processed documents
• Monitor Customer Service queues in ResWare and assigned Outlook inboxes
• Assist with processing bringdowns, loan amount and loan number changes, address and property type revisions, tax updates and revisions, and other assigned requests
• Provide title processing backup support as needed
• Respond to inquiries via phone, email, and in-person in a timely and professional manner
• Route inbound calls to the appropriate department or team member
• Provide status updates regarding title clearance, document revisions, and related matters
• Maintain detailed and accurate records of client interactions and communications
• Handle customer complaints or concerns professionally and escalate when necessary
• Ensure client satisfaction while upholding company service standards.

Support Specialist – Customer Service

Customer Success Manager

• Develop and lead feature marketing roadmap for non-loan products.
• Act as product marketing lead for non-loan/engagement-driving features, tools, and services, including Home Hub, mobile app, Rezi AI Chat – and more in the pipeline.
• Develop and own value prop, messaging guidelines, targeting and segmentation to drive awareness, engagement, and usage or relevant features to the right audience at the right time.
• Develop and lead integrated, personalized messaging roadmap for reinforcement (supporting, secondary, omnibus) outside of core engagement marketing communications.
• Establish engagement value, usage benchmarks, and a measurement framework to set meaningful goals and understand impact.
• Continuously refine and optimize program through rigorous testing & experimentation.
• Lead omni-channel customer engagement marketing efforts across the business.
• Lead omnichannel engagement marketing strategy across relevant audiences, with the goal of driving feature usage and brand love outside of and complementary to loan acquisition and retention efforts.
• Create personalized journeys to drive key feature usage, NPS, customer satisfaction, and other prioritized goals.
• Owned-Channel Strategy & Operations.
• Define and lead CX digital strategy and roadmap for all owned digital marketing channels (owned display, mobile push, SMS).
• Build a marketing roadmap balancing short-term experimentation, medium-term personalization, and long-term platform improvements.
• Establish Customer KPIs and reporting cadence, build/enhance executive and tactical dashboards.
• Continuously refine and optimize platform effectiveness through rigorous testing & experimentation.
• Ability to effectively and accurately convey information to others.
• Performs related duties as assigned by management.

Senior Director, Digital Customer Engagement Marketing

Marketing

• The VP Marketing Analytics & Performance leads the analytical foundation that powers Newrez’s growth engine.
• This role is responsible for developing the marketing measurement framework, providing key insights to inform model development and optimization.
• Conducting performance analysis, creating robust test framework and delivering insights that optimize acquisition, conversion, and ROI.
• The VP oversees analytics teams and partners closely with Product, Marketing, Sales, Technology and Data leadership to guide strategic decision making.

Vice President – Marketing Analytics, Performance

Operations

• Complete the requisite loan file due diligence for accuracy, compliance, and adherence to all Company guidelines
• Communicate with all 3rd parties involved in the loan process
• Work closely with our internal departments: Underwriting, Secondary, Closing & Post-Closing
• Maintain daily workflow prioritization & perform the due diligence to ensure assigned loan activities have been completed in a quality, timely and an overly efficient manner
• Complete Mortgage Operations Specialist (Jr Processing) activities pursuant to established systemic conditions

Mortgage Operations Specialist

• Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios.
• Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II.
• Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines.
• Works with Investor Reporting team members to resolve items within the investors' accounts.
• Maintains and follows procedures and controls within the monthly process.
• Assists with internal and external audits.
• Heavy use of Microsoft excel for data analysis and reporting.
• Attention to detail and strong organization skills important.
• Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions.
• Research operational, reporting, or data issues and present solutions or process improvements to management.
• Develops and enhances operational procedures.

Senior Investor Accounting Analyst

Product Marketing

• Own product positioning, value propositions, and core messaging across all mortgage products and programs including niche product teams: Affordable, Non-QM, Renovation, Builder, Condo, Diversity Lending, etc.
• Translate complex product details into simple, actionable messaging for borrowers, loan officers, brokers, account executives, and B2B partners.
• Partner closely with Direct to Consumer, Retail/JV and Wholesale Marketing Directors to support channel-specific sales enablement, marketing campaigns and initiatives.
• Identify and pilot new and creative ways to distribute product messaging, including: Physical collateral (flyers, one-pagers, desk drops, mailers), Short-form and long-form video, SMS and mobile-friendly formats, Event, roadshow, and in-person materials.
• Execute go-to-market plans for product launches and enhancements, ensuring channel readiness and clarity.
• Manage timelines, approvals, and coordination across Product, Legal, Compliance, Creative, and Channel Marketing.
• Establish practical workflows, templates, and standards to improve speed, clarity, and consistency.
• Serve as the primary marketing point of contact for product-related requests and launches.
• Present to channel leaders, executive management with status updates on product launches, relevant campaign performance, content usage, conversion, portfolio and/or market opportunities, and other related metrics.
• Operate with a strong bias toward action and problem-solving in a fast-paced environment.

Product Marketing Manager

Claims Specialist

• Responsible for timely and accurate claims filing, as well as the compilation of complete claims packages
• Review and monitor timelines for claim due dates and other claim related deliverables
• Perform a forensic review of servicing from date of default to claim filing to determine key data elements and claimable expenses to maximize recovery of losses and incentives
• Review all servicing notes, monthly servicing reporting, timelines, supporting document, and claims detail to ensure all documentation is accurate and sufficient
• Monitor and communicate servicing updates as required to maintain claim eligibility and adherence to guidelines
• Perform post-sale servicing functions as required by the guidelines for MI, investor, and HUD/VA/USDA including responding accurately and timely to requests for information and documentation
• Research and resolve issues that arise as a part of the post-sale and claim timelines
• Reconcile claims proceeds and file supplemental claims as needed, and track deferments
• Effectively manage time-dependent deliverables for multiple claim types
• Identify trends affecting efficiency, quality, and accuracy of claims
• Assist in the completion of special and seasonal projects, such as audit or year-end
• Perform other duties as assigned by management.

Mortgage Insurance Claims Specialist II

QA Engineer

• Oversees a QA Audit team reviewing company processes for compliance with internal, regulatory, and client-specific guidelines and standards.
• Involves monitoring, developing, and coordinating the QA Audit team's efforts to ensure strong compliance, operational, and security controls.
• Stays updated on federal and state regulatory requirements, continuously improving the QA Audit team's performance.
• Manages the Quality Assurance Monitoring program.
• Oversees Investor Specific audits to ensure compliance with investor requirements, policies, and procedures.
• Targets the appropriate number of audits per module to meet Investor preferences per the Quality Assurance Plan.
• Schedules and coordinates audits to ensure that production output meets Investor and Compliance requirements.
• Facilitates quality metrics, scorecard calibration, and adherence to policies, and procedures.
• Evaluates audit results, ensuring audit information is clear, concise, and accurate.
• Reviews audit exceptions and collaborates with Customer Custom Change Management to address any issues.
• Implements new audits based on trends identified through auditing and KCI performance.
• Uses analytical skills to interpret data, identifying potential process breakdowns and their impact on business lines.
• Plans, directs, counsels, and reviews the work of QA Audit team members, ensuring adherence methodology (planning, fieldwork, reporting, documentation, project timelines, value-added recommendations, etc.).
• Assists in managing remediation/corrective action process.
• Records audit-related production results to monitor service performance trends and provides statistical reports on performance and production.
• Compiles and forwards audit reports to leadership to trend performance and identify needs for remedial or problem-specific audits.
• Performs personnel managerial duties such as goal setting and tracking, performance monitoring, training, challenging, coaching, developing, ensuring associate engagement, and other typical managerial duties.
• Performs related duties as assigned by management.

Manager, Quality Assurance – Print Communications

Project Manager

• Oversee the day-to-day tasks and performance of designated Fulfillment responsibilities.
• Maintain responsibility for the Fulfillment Compliance Inbox.
• Maintain and update process and procedure documentation for the Fulfillment Department.
• Act as a liaison with other departments to foster efficiency, process improvement and high-quality output.
• Ensure compliance with all Investor guidelines and quality controls are in place to protect Shellpoint and its clients.
• Ensure department policies and procedures are maintained and timely updates are submitted.
• Continually review and refine processes to ensure efficiency and accuracy.
• Partner with Compliance to monitor change in trends, regulations and outliers that impact portfolio performance, focusing on identification of improvement opportunities.
• Hold weekly performance update meetings with Senior Management.
• Undertake special projects related to departmental activities and perform other duties as assigned.