Client-Focused Mortgage Portfolio Manager

Newrez; Tempe (AZ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Health Savings Account with employer贡献

401(k) Retirement plan with employer

Paid Maternity Leave/Parental Bonding

Tuition & Certification reimbursement

Employee Mortgage Loan Program

Emergency and Disaster Fund

Job summary

Newrez in Tempe, AZ is seeking a Portfolio Manager to lead client relationships, oversee servicing, and drive profitability for a portfolio of third-party mortgage clients. You will implement strategy, coordinate transactions, and ensure smooth operations.

The role demands strong communication, project management, and analytical skills, with experience in mortgage servicing and familiarity with GSE guidelines.

Qualifications

• 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.

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.

Skills

Client relationship management

Excel

SQL

PowerPoint

Analytical thinking

Education

Bachelor’s Degree in business

Tools

SQL

PowerPoint

Visio

Excel

Job description

Newrez in Tempe, AZ is seeking a Portfolio Manager to lead client relationships, oversee servicing, and drive profitability for a portfolio of third-party mortgage clients. You will implement strategy, coordinate transactions, and ensure smooth operations.

The role demands strong communication, project management, and analytical skills, with experience in mortgage servicing and familiarity with GSE guidelines.