Portfolio Manager
Company | Newrez |
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Location | Houston, TX, USA, Coppell, TX, USA, Tempe, AZ, USA, Greenville, SC, USA, Ambler, PA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Mid 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.