Deal Manager (On-site)

Coast One Mortgage; Glendale (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401(k) match

Paid parental leave

Tuition reimbursement

Volunteer time off

Job summary

Newrez is seeking a Deal Manager to oversee the boarding and de-boarding of loans, ensuring regulatory compliance and timely transfers. You will coordinate with internal teams and external servicers to maintain data integrity and KPI performance.

You will run routine conference calls, manage data exchanges, and provide weekly transfer updates. Proficiency in Excel and SQL, plus strong project and relationship management, are essential to succeed in a fast-paced mortgage servicing environment.

Qualifications

• High school diploma or equivalent required; Bachelor’s degree preferred.
• 2-3 years mortgage servicing experience and 2+ years loan transfer experience.
• Proficiency in Excel, SQL and data analysis required.
• Strong project, multitasking and relationship management skills.

Responsibilities

• Maintain department organization and meet KPIs.
• Coordinate loan transfer timelines with internal teams and external servicers.
• Host routine conference calls to review transfer docs and due dates.
• Manage transfer data exchanges and resolve data exceptions with mappings.
• Provide weekly transfer updates to portfolios and clients.
• Respond to inquiries in a timely, professional manner.

Skills

MS Word

Excel

Outlook

PowerPoint

SQL

Data analysis

Project management

Relationship management

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft SQL Server

Data mapping tools

Job description

Who We AreAt Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.Primary FunctionThe Deal Manager is responsible for the successful boarding or de-boarding of loans in accordance with industry regulations and Shellpoint’s policies and procedures. This high energy professional will coordinate all transfer related tasks to ensure a timely and seamless transfer. The Deal Manager will create transparency and prepare applicable business units within Shellpoint and external servicers through reporting, data sharing, conference calls and emails. This position will maintain a high focus on meeting department KPIs.Principal DutiesMaintain department organization and standards.Monitor and maintain stated key performance indicators (KPIs).Ensure compliance with regulatory items such as Goodbye Letter, Welcome Letter, and Investor Change (404) Letter.Work with both internal and external parties to establish a transfer timeline.Initiate and host routine conference calls with servicers to confirm critical due dates, review and explain transfer related documents (Transfer Instructions, Servicer Questionnaires, etc.) and coordinate question resolution.Manage completion of all transfer related tasks using heatmaps and checklists.Coordinate the exchange of information, such as preliminary data, final data, origination and servicing documents, invoices and transaction and comment history, between servicer and internal business units.Work closely with the Data Mapping and Validation Analysts to evaluate/understand and prioritize data exceptions.Assist the business units by providing the transfer data and setting up department specific calls as needed to facilitate a seamless transfer.Respond to internal and external inquiries in a timely and professional manner.Provide Portfolio Management or clients weekly updates on current transfers and upcoming transfers increasing transparency in the transfer process.Performs related duties as assigned by management.Education and Experience RequirementsHigh school diploma or equivalent, required.Bachelor’s degree preferred.2-3 years’ applicable mortgage servicing related experience required.2+ years of loan transfer experience.Knowledge, Skill, and Ability RequirementsThe ability to utilize Microsoft Word, Excel, Outlook, PowerPoint, and SQL.Emphasis on excel formulas and ability to execute queries in SQL.Must have analytical skills and the ability to interpret loan data.Project management skills.Relationship management skills.Work in an environment that requires multitasking and the ability to prioritize workload.Certain after hours/weekend support may be necessary for projects or high business volume situations.After hours/ weekend email monitoringWhile this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.Additional Information:While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.Why NewrezWe’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.Company Benefits:We offer benefits, programs, and perks that support you in every aspect of your life.Medical, dental, and vision insuranceHealth Savings Account with employer contribution401(k) Retirement plan with employer matchPaid Maternity Leave/Parental Bonding Leave/Caregiver LeaveAdoption AssistanceTuition & Certification reimbursementEmployee Mortgage Loan ProgramThe Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardshipsNewrez NOW:Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)Matching Gifts Program - dollar-for-dollar up to $1,000Access to grants, nonprofit resources, and volunteer opportunitiesMore than $6,000,000 donated since 20201 in 5 employees participates in at least one Employee Resource Group (ERG)Equal Employment OpportunityWe're proud to be 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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