Deal Manager (On-site)

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

Benefits offered by this job

Medical insurance

Dental insurance

401(k) match

Paid time off

Job summary

Newrez is seeking a Deal Manager to oversee onboarding and de-boarding of loans, coordinating transfer timelines, communicating with servicers, and ensuring KPI targets are met. This role requires attention to detail, data sharing, and strong collaboration with internal teams.

You'll work with Mortgage Servicing partners, manage transfer documents and data, and provide weekly updates on transfers. A high school diploma and mortgage experience are required.

Qualifications

• Requires strong data interpretation and analytical skills.
• Experience with mortgage servicing or loan transfers is preferred.
• Proficiency in Excel formulas and SQL queries is expected.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.

Responsibilities

• Coordinate onboarding and de-boarding of loans per regulatory requirements.
• Manage transfer timelines and communicate with internal and external parties.
• Prepare and review transfer documentation and data sharing artifacts.
• Host routine calls with servicers to confirm critical due dates and resolve questions.
• Provide weekly updates on transfers and increase process transparency.

Skills

MS Word

Excel

Outlook

PowerPoint

SQL

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

SQL

Microsoft Office

Job description

Who We Are

At 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 Function

The 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 Duties

• Maintain 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 Requirements

• High 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 Requirements

• The 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 monitoring

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.

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 Newrez

We’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 insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave

• Adoption Assistance

• Tuition & Certification reimbursement

• Employee Mortgage Loan Program

• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships

Newrez 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 $1,000

• Access to grants, nonprofit resources, and volunteer opportunities

• More than $6,000,000 donated since 2020

• 1 in 5 employees participates in at least one Employee Resource Group (ERG)
  

Equal Employment Opportunity

We'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. Different makes us better.

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