Newrez LLC

Lead Portfolio Manager – On-site

Newrez LLC

full-time

Posted on:

Location Type: Office

Location: Coppell • Texas • 🇺🇸 United States

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Job Level

Senior

About the role

  • Lead and develop a group of Portfolio Managers and assist in overall departmental strategy creation
  • Serve as the direct escalation point for our clients
  • Oversight and management of GSE and Client scorecards including but not limited to analyzing and presenting scorecard data to senior/executive management
  • Take responsibility for the creation, design, and implementation of value-add business strategies and client campaigns
  • Be accountable for key operational risk-management metrics including investigating and coordinating the resolution of operational issues
  • Create policy and procedures ensuring sound risk practices
  • Manage delegated authority request SLAs and adherence for a team of Portfolio Managers
  • Demonstrate Root Cause Analytical skills in error resolution and procedural improvements
  • Manage Individual Client P&Ls
  • Negotiate Fee schedules and associated contractual requirements
  • Assist the Portfolio Management Team with assimilating new third-party clients
  • Partner with Legal in reviewing and providing comments on new Servicing Agreements
  • Manage and audit the contractual requirements of individual Client Agreements
  • Be accountable for key portfolio processes using judgment and discretion to investigate and resolve any key issues that arise
  • Conduct Monthly Business Reviews with clients and operational units to highlight performance metrics
  • Organize and lead onsite visits including performance reviews and annual audits
  • Develop and maintain new tools designed for improving efficiency, managing performance, and servicing new product types
  • Identify gaps in reporting and documented policies and procedures and partner with operational groups to address them

Requirements

  • Bachelor’s Degree in a business discipline
  • 7+ years equivalent work experience in Mortgage Servicing, preferably in a client facing function
  • 2+ years’ prior people management experience
  • Industry expert in GSE/Servicing guidelines and regulations
  • Strong communication skills with the ability to work well in a collaborative environment
  • Strong attention to detail coupled with organizational and project management skills
  • Strong skills in Excel (graphs, pivot tables, formulas)
  • Fast learner – able to assimilate new ideas and thrive in a fast-paced environment
  • Prior work experience performing business, data, and/or statistical analysis is a plus
  • Experience with PowerPoint and Visio a plus
Benefits
  • Medical, dental, and vision insurance
  • Health Savings Account with employer contribution
  • 401(k) Retirement plan with employer match
  • Paid Maternity Leave/Parental Bonding Leave
  • Pet insurance
  • Adoption Assistance
  • Tuition reimbursement
  • Employee Loan Program
  • The Newrez Employee Emergency and Disaster Fund
  • 1 Volunteer Time Off (VTO) day
  • Employee Matching Gifts Program
  • Newrez Grants Program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisstatistical analysisExcelgraphspivot tablesformulasproject managementbusiness strategyoperational risk managementcontract negotiation
Soft skills
communicationcollaborationattention to detailorganizational skillsleadershipproblem-solvinganalytical skillsfast learnerjudgmentdiscretion