Portfolio Manager

2 weeks ago


Tempe, Arizona, United States NewRez LLC Full time
Job Title: Portfolio Manager

We are seeking a highly skilled Portfolio Manager to join our team at NewRez LLC. As a Portfolio Manager, you will be responsible for client relationship management, strategy implementation, and overall profitability for the organization.

Key Responsibilities:
  • Manage client relationships and develop strategies to improve client satisfaction and retention.
  • Oversee the creation and implementation of value-add business strategies and client campaigns.
  • Investigate and coordinate the resolution of operational issues and ensure compliance with GSE guidelines and regulations.
  • Manage delegated authority requests and ensure timely communication with clients.
  • Oversee and track incoming transfers, complete required GSE forms and submissions, and perform monthly oversight and reconciliation of GSE invoice management.
  • Partner with prior seller/servicers to manage repurchases and demonstrate root cause analytical skills in error resolution and procedural improvements.
  • Manage individual client P&Ls, negotiate fee schedules, and assist the Portfolio Management Team with assimilating new third-party clients.
  • Partner with Legal to review and provide 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.
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, basic accounting knowledge, and strong business communication skills.
  • Ability to work well in a collaborative environment, strong attention to detail, and organizational and project management skills.
  • Strong skills in Excel, PowerPoint, and Visio, with prior experience performing business, data, and/or statistical analysis a plus.
What We Offer:
  • 15 Paid Time Off (PTO) days and 18 after 1st anniversary.
  • 9 Paid Holidays.
  • Employee Engagement Activities.
  • Company Benefits: Medical, Dental, RX, Vision, Life, Disability Insurance, 401(k) Plan with company match, Employee Assistance Plan, Performance-based Incentives, Pet Insurance, Advancement Opportunities.
  • 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.

We are an equal opportunity employer and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status.


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