Newrez LLC

Compliance

• Facilitate the training of new hires and temporary staff, ensuring a smooth onboarding process
• Identify and assess gaps in policies and procedures within the Homeowner Advocacy Department, providing valuable input for enhancement
• Coach team members on effective prioritization and timely completion of tasks in accordance with regulatory deadlines
• Assist in the reallocation of work to maintain balance and address changes in workload distribution
• Cultivate positive relationships with department leaders, effectively escalating and resolving issues on behalf of team members
• Proactively schedule and participate in meetings with other departments to address process issues and challenges collaboratively
• Review letters for accuracy and compliance, offering guidance to newer associates and temporary staff, and crafting responses to Attorneys
• Collaborate with management to monitor Homeowner Advocacy Specialists' performance, evaluating worklist management, allocation, quality, job knowledge, and attendance
• Serve as a resource for staff members, addressing questions related to policies, procedures, worklists, and quality standards
• Provide support to management in handling special projects as needed
• Conduct continuous assessments to identify areas for improvement, developing plans and evaluation criteria to drive ongoing enhancement
• Keep supervisors informed of problems or issues, monitoring worklist volume and production to ensure optimal efficiency
• Effectively communicate with internal and external stakeholders to resolve verbal or written concerns raised by homeowners

Team Lead – Regulatory, Homeowner Advocacy

Consultant

• Originate purchase and refinance loans by responding to company-provided leads via phone in a timely manner
• Engage with consumers, determine their needs, and offer the appropriate products
• Manage a loan pipeline from application to closing, collaborating with underwriting, processing, and other teams
• Obtain all necessary information to close the loan in a timely manner
• Ensure adherence to federal and state lending regulations
• Provide superior customer service
• Meet individual monthly sales goals
• Stay informed of developing trends in the mortgage industry
• Maintain compliance with the Newrez Code of Conduct
• Performs related duties as assigned by management.

Mortgage Consultant – Outbound Team

Manager

• Oversees the day-to-day tasks and performance of Loss Mitigation
• Acts as a liaison with other departments to foster efficiency and high-quality output
• Undertakes special projects related to departmental activities and performs other duties as assigned
• Ensure compliance with all Investor guidelines and quality controls are in place to protect Shellpoint and its clients
• Provide positive leadership and coaching, including performance measurements, appraisals and other actions impacting employee job related functions
• Evaluates job performance continually and provides on-going coaching
• Maintains, updates and creates process and procedure documentation for the Loss Mitigation team
• Prepare weekly/monthly reports and monitor time frames and work performance
• Promotes an attitude of optimism and progress
• Prepares and presents workflow and results to Senior Management and clients as needed
• Assists in the control of company expenses through intelligent use of funds to resolve accounts and managing staffing and miscellaneous costs
• Ensure department policies and procedures are maintained and timely updates are submitted
• Continually review and refine processes to ensure efficiency and accuracy
• Performs related duties as assigned by management

Manager – Loss Mitigation

Account Executive

• Formulate and establish funding projections/goals in conjunction with Wholesale leadership
• Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process through inbound and outbound calls
• Use company provided leads and marketing resources to meet minimum volume goals
• Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list
• Conducts online presentations at broker offices to promote the Company’s Value Proposition and present our process, product and technology platforms
• Serves as subject matter expert on company policies, procedures, products and technology
• Collaborates with loan operations team to manage active pipeline
• Escalates second reviews to appropriate Operations/Underwriting leadership
• Establishes communication protocol with Client Relations Managers to optimize service delivery
• Assists clients with lock reconciliation, extensions and exceptions
• Ensures that clients understand the Company’s loan processing, underwriting and closing processes

QA Engineer

• The Manager - Quality Assurance oversees a QA Audit team reviewing company processes for compliance with internal, regulatory, and client-specific guidelines and standards.
• The role involves monitoring, developing, and coordinating the QA Audit team's efforts to ensure strong compliance, operational, and security controls.
• The Manager also 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

Customer Support

• Facilitate daily agency functions by providing direct operational and customer support to the Premier Services Team.
• Support both refinance and purchase transactions.
• Serve as a key point of contact for loan officers, loan processors, borrowers, attorneys, vendors, and realtors throughout the lifecycle of each file.
• Ensure superior customer service while maintaining compliance with client requirements and internal service level agreements (SLAs).
• Answer inbound calls, route inquiries, process incoming title work and contracts, monitor Premier ResWare queues and Outlook mailboxes, and maintain clear communication with internal and external stakeholders to ensure an exceptional customer experience.

Support Specialist

Director

• Act as a trusted advisor to the VP, Homeowner Advocacy on program health, risks, and opportunities for improvement.
• Support and coach direct reports, focusing on empowerment, problem-solving, and professional development.
• Collaborate closely with Legal, Compliance, Operations, Exam Management, Portfolio Management, and other partners.
• Respond to inquiries related to complaints, exams, audits, and regulatory requests.
• Provide oversight and strategic support across five primary areas: Root Cause Analysis, Quality Review and Risk Mitigation, Vendor Oversight, Training & Procedures Oversight, and Reporting, Analytics, & Trend Analysis.
• Oversee the Root Cause Manager and team responsible for investigating systemic issues driving complaints.
• Ensure quality review processes are risk-based, consistent, and aligned with regulatory and legal expectations.
• Provide leadership and support to the HOA Training Manager responsible for onboarding, ongoing training, and policy/procedure maintenance.
• Lead HOA vendor oversight strategy for offshore letter completion support.
• Prepare presentations and materials for executive leadership, audits, exams, and regulatory reviews.

Director, Advocacy Programs – Mortgage Servicing

• The Centralized Account Executives markets wholesale and correspondent products and services to prospective brokers/bankers through leads and centralized telemarketing channels.
• The Centralized Account Exec-DTB manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.
• Formulate and establish funding projections/goals in conjunction with Wholesale leadership.
• Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process through inbound and outbound calls.
• Use company provided leads and marketing resources to meet minimum volume goals.
• Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list.
• Conducts online presentations at broker offices to promote the Company’s Value Proposition and present our process, product and technology platforms.
• Serves as subject matter expert on company policies, procedures, products and technology.
• Collaborates with loan operations team to manage active pipeline.
• Escalates second reviews to appropriate Operations/Underwriting leadership.
• Establishes communication protocol with Client Relations Managers to optimize service delivery.
• Assists clients with lock reconciliation, extensions and exceptions.
• Ensures that clients understand the Company’s loan processing, underwriting and closing processes.

Ecommerce

• Lead strategy, roadmap, and execution for Newrez.com and a portfolio of consumer-facing Newrez websites.
• Serve as product owner for the enterprise CMS platform, managing scalable site architecture and deployment across dozens of digital properties.
• Define and track KPIs for traffic growth, conversion optimization, and customer engagement.
• Partner with Digital Marketing and Direct-to-Consumer Lending to enhance lead generation and borrower funnel performance.
• Translate business goals, customer insights, and data analytics into prioritized feature requirements and enhancements.
• Collaborate with cross-functional teams including Engineering, UX, Design, and Operations for delivery of high-quality digital experiences.
• Champion SEO, accessibility, compliance, and performance excellence across all sites.
• Implement governance frameworks and standardized content workflows to drive consistency and efficiency.
• Monitor industry trends and emerging technologies to inform digital innovation and continuous improvement.
• Ability to effectively and accurately convey information to others.

Senior Product Manager – Digital Experience

Business Development Rep

• Support the execution of strategic partnership initiatives in line with Newrez’s commercial and corporate strategy.
• Assist in researching and evaluating potential partnership and revenue opportunities.
• Help prioritize partnership opportunities based on potential business impact.
• Maintain communication with external stakeholders, including industry partners and thought leaders, under the guidance of senior team members.
• Collaborate with internal teams such as Strategy, Marketing, Product, and Legal to help ensure successful partnership execution.
• Represent Newrez at select industry forums, conferences, and partner meetings, as appropriate.
• Contribute to the design and support of partnership processes, including onboarding, reporting, and account management to help ensure partner satisfaction and success.
• Ability to effectively and accurately convey information to others.
• Performs related duties as assigned by management.

Business Development Analyst

• Maintain personal loan production at or above minimum loan volume and quality targets
• Structure loan application and loan terms
• Ensure the loan program and pricing structure meets the goals of the client and the company
• Develop own production pipeline and carry out strategic initiatives
• Lead management of retail branch production in alignment with corporate targets
• Oversee production goals based on recruiting activities
• Develop producing Loan Consultants
• Provide regular reporting on retail performance within the assigned market
• Presentation of Company Funding Value Proposition to potential business sources
• Responsible for producing personal loan volume at or above target expectations
• Manage the P&L for the branch
• Perform related duties as assigned by management

Branch Manager

Product Designer

• Create a comprehensive modular set of UX and visual guidelines for products.
• Drive a human-centered design process that spans all phases of development, from framing a problem to creating product concepts for launch.
• Design responsive mockups and interactive prototypes that bring ideas to life.
• Be part of a team that works cross-functionally to fuel ideation and drive new solutions for the homeowner experience.
• Plan and organize research initiatives from user sessions to insight sharing.
• Make accessibility a priority by weaving WCAG 2.2 guidelines to ensure an inclusive design language.
• Evolve and maintain our design system to keep it updated, consistent, and scalable.
• Demonstrate exceptional visual design skills in creating modern and clean user-centered interfaces.
• Performs related duties as assigned by management.

Experience Designer

• Direct the successful execution of the tasks and responsibilities of the specified curative team ensuring that all work is completed in accordance with best practices, company and underwriter policies/procedures, applicable statutes, regulations, and customer SLAs.
• Manage accurate reporting to key internal and external stakeholders as to team performance and make appropriate and timely changes to team workloads and workflows to facilitate the needs of customers.
• Oversee the coordination and execution of tasks and responsibilities of specified sub-teams within the Title Curative and Title Support Department.
• Direct and manage staff and contingent workforce by prioritizing and delegating work, tracking day-to-day production and quality targets, and making appropriate changes to team workloads and workflows.
• Establishing, maintaining, and monitoring relevant control and feedback systems to ensure the quality of work performed as well as compliance with company and underwriter policies/procedures, applicable statutes, regulations, and customer SLAs.
• Create, maintain, and distribute various report to internal and external stakeholders as to team performance and productivity.
• Monitor and approve team member time and attendance, conduct employee reviews, and set individual/team production and performance goals.
• Supervise, coach, and mentor team members through team and one-on-one meetings.
• Interview and oversee the training of new team members as to job responsibilities and company policies.
• Provide guidance and assistance with the resolution of title curative matters including coordinating with company underwriters to clear complex issues and granting business decision clearance as necessary.
• Implement new processes, technologies, and/or training initiatives to improve the performance and productivity of staff and contingent workers.
• Collaborate on a continuous basis with customers and other departments within the company to ensure the facilitation of information, alignment of resources, and resolution of issues.
• Perform related duties as assigned by supervisor.

Director, Mortgage Servicing

Auditor

• Perform functional audits, procedural reviews, and compliance testing as directed by the Head of Internal Audit, Director of Internal Audit, and SOX Manager.
• Conduct compliance, financial, regulatory, and operational appropriate interviews to obtain an understanding of all auditable entities.
• Analyze and draw conclusions toward compliance, effectiveness, and efficiency of the SOX specific control environment, by preparing workpapers and audit reports that detail findings and recommendations.
• Document the results of audit work and applicable work papers in accordance with the audit departmental procedures.
• Evaluate and monitor established internal controls, policies, and procedures (both written and practiced) for adequate asset safeguards, control of risks, and compliance.
• Identify and complete non-standard procedures required to satisfy audit objectives based on field work or issues identified in the course of reviews.
• Examine general ledger entries for appropriate segregation and approval processes.
• Prepare written draft audit reports/memorandums to management detailing audits for management’s review.
• Perform and document follow-up of auditee responses on prior audit and exam reports.
• Facilitate the documentation of all SOX remediation efforts as well as perform testing of remediation activities during and/or upon completion.
• Expand knowledge of all subsidiaries’ departments through training programs, seminars, employee interaction, and publications.
• Continuously develop & expand internal audit skills as well as strengthen best practices.
• Assist external auditors and regulators with information compilation, retrieval, and reconciliations as directed by Internal Audit Management.
• Follow established policies and procedures throughout the company.
• Safeguard sensitive data and resources.
• Maintain strict confidentiality.
• Performs related duties as assigned by supervisor.

Senior SOX Auditor – Internal Audit

Administration

• Serve as the primary ResWare platform owner.
• Administer and maintain the ResWare platform at an advanced level.
• Configure and manage file types, products, milestones, automation rules, and task management.
• Lead system design reviews and establish configuration standards.
• Architect, implement, and manage complex integrations with third-party vendors.
• Own the vendor relationship for Qualia/ResWare support.
• Proactively monitor integration health and develop contingency plans.
• Lead process improvement initiatives by identifying and implementing automation solutions.
• Ensure accuracy, consistency, and integrity of data across the platform.
• Mentor and guide junior ResWare administrators; develop advanced user training programs.

Team Lead – Regulatory, Homeowner Advocacy

Mortgage Consultant – Outbound Team

Manager – Loss Mitigation

Account Executive

Manager – Quality Assurance, Print Communications

Support Specialist

Director, Advocacy Programs – Mortgage Servicing

Account Executive

Senior Product Manager – Digital Experience

Business Development Analyst

Branch Manager

Experience Designer

Director, Mortgage Servicing

Senior SOX Auditor – Internal Audit

Senior ResWare Administrator