Newrez LLC

Portfolio Manager

Newrez LLC

full-time

Posted on:

Location Type: Office

Location: Houston • Arizona • Texas • United States

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Tech Stack

SQL

About the role

  • Serve as the key, empowered single point of contact for a dedicated group of 3rd party mortgage clients
  • Take responsibility for the creation, design, and implementation of value-add business strategies and client campaigns that affect current operating practices and company policy
  • Be accountable for key operational risk-management metrics including investigating and coordinating the resolution of any operational issues that are discovered
  • Manage the delegated authority request process for a dedicated group of clients to ensure requests are sent to and received from clients in a timely manner
  • Take responsibility for the oversight and tracking of incoming transfers and where applicable completing all required GSE forms and submissions
  • Be accountable for oversight and management of repurchases, including partnering with prior seller/servicers
  • Performs a monthly oversight and reconciliation of GSE invoice management including root cause analysis and resolution for servicing errors
  • 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 for operational risks and concerns
  • Improve operational efficiency by reviewing content from Servicing Agreements and implementing the information in a format that can be tabled and queried for ease of use
  • Be accountable for key portfolio processes using judgment and discretion to investigate and resolve any key issues that may arise
  • Be able to clearly articulate and present ideas and findings to a varied audience including the production staff and senior management
  • Performs related duties as assigned by supervisor
  • Organize and lead onsite visits

Requirements

  • Bachelor’s Degree in a business discipline
  • 3+ years equivalent work experience in Mortgage Servicing, preferably in a client-facing function
  • Strong knowledge of GSE guidelines and regulations is a plus
  • Basic accounting knowledge is a plus
  • Strong business communication skills with an 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 experience with SQL is a plus
  • Prior work experience performing business, data, and/or statistical analysis is a plus
  • Experience with PowerPoint and Visio is a plus
  • Natural entrepreneurial interest is 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
  • Newrez Employee Emergency and Disaster Fund is a new program to support our team members
  • Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
  • 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
  • Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
  • Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
  • Equal Employment Opportunity
Applicant Tracking System Keywords

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

Hard Skills & Tools
GSE guidelinesaccountingExcelSQLbusiness analysisdata analysisstatistical analysisPowerPointVisioroot cause analysis
Soft Skills
business communicationorganizational skillsproject managementattention to detailcollaborative environmentnegotiationproblem-solvingpresentation skillsleadershipadaptability
Certifications
Bachelor’s Degree