Primary Function
The Sr Portfolio Manager is responsible for client relationship management. This includes servicing oversite, strategy implementation, facilitation of transactions, and overall profitability for the organization.
The individual will leverage excellent communication skills, creative talents, project management, and analytical skills.
Principal Duties
- 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.
Education and Experience Requirements
- Bachelor’s Degree in a business discipline.
- 6+ years equivalent work experience in Mortgage Servicing, preferably in a client-facing function.
Knowledge, Skill, and Ability Requirements
- 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.
Company Perks
- 15 Paid Time Off (PTO) days and 18 after 1st anniversary!
- 9 Paid Holidays
- Employee Engagement Activities
Company Benefits :
- Medical (including Health Savings Account & Flexible Savings Account)
- Dental - RX Vision Life, Disability Insurance 401(k) Plan with company match! Employee Assistance Plan
- Performance-based Incentives
- Pet Insurance
- Advancement Opportunities 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
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