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Portfolio Manager

Portfolio Manager

CompanyNewrez
LocationHouston, TX, USA, Coppell, TX, USA, Tempe, AZ, USA, Greenville, SC, USA, Ambler, PA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

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.

Responsibilities

  • 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.

Preferred Qualifications

  • 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.