Lead Portfolio Manager (On-site)

Coast One Mortgage; Houston (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Newrez is seeking a Lead Portfolio Manager to oversee a team of Portfolio Managers onsite in Houston, TX. The role emphasizes client relationship management, portfolio performance, and adherence to servicing guidelines.

You will lead scorecard analyses, develop strategic client campaigns, and coordinate risk controls with senior leadership. Strong communication and Excel/PowerPoint skills are essential in a fast-paced mortgage servicing environment.

Qualifications

• Bachelor’s Degree in a business discipline.
• 7+ years in Mortgage Servicing, preferably in a client facing function.
• 2+ years of people management experience.

Responsibilities

• Lead and develop a group of Portfolio Managers and assist in overall departmental strategy creation.
• Serve as the direct escalation point for our clients.
• Oversee GSE and Client scorecards and present data to senior management.
• Design and implement value-add business strategies and client campaigns.
• Manage operational risk metrics and resolve issues.
• Create policies and procedures to ensure sound risk practices.
• Manage delegated authority SLAs for a team of Portfolio Managers.
• Conduct Monthly Business Reviews with clients and operations teams.
• Lead onsite visits including performance reviews and annual audits.

Skills

Portfolio management

Client relationships

GSE/Servicing rules

Excel

PowerPoint

Visio

Data analysis

Education

Bachelor’s degree in business

Tools

PowerPoint

Visio

Job description

## Lead Portfolio Manager (On-site)Apply: TX, Houston: Full time: Posted Today: R10571## **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 FunctionThe Lead Portfolio Manager is responsible for client relationship management within the mortgage department. The individual will leverage excellent communication skills, creative talents, project management and analytical skills. Principal Duties* Lead and develop a group of Portfolio Managers and assist in overall departmental strategy creation.* Serve as the direct escalation point for our clients.* Oversight and management of GSE and Client scorecards including but not limited to analyzing and presenting scorecard data to senior/executive management.* 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.* Create policy and procedures ensuring sound risk practices.* Manage the delegated authority request SLAs and adherence for a team of Portfolio Managers.* Demonstrate Root Cause Analytical skills in error resolution and procedural improvements.* Mange 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.* Manage and audit the contractual requirements of individual Client Agreements.* 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 executive management.* Conduct Monthly Business Reviews with the clients and operational units to highlight performance metrics.* Organize and lead onsite visits including performance reviews and annual audits.* Develop and maintain new tools designed for improving efficiency, managing performance, and servicing new product types.* Identify gaps in reporting and documented policies and procedures within the operational groups and partner with them to get those items in place.* Performs other related duties as assigned by management. Education and Experience Requirements* Bachelor’s Degree in a business discipline.* 7+ years equivalent work experience in Mortgage Servicing, preferably in a client facing function.* 2+ years’ prior people management experience. Knowledge, Skill, and Ability Requirements* Industry expert in GSE/Servicing guidelines and regulations* Strong 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 work experience performing business, data, and/or statistical analysis is a plus.* Experience with PowerPoint and Visio a plus.* Natural entrepreneurial interest is a plus. 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 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 $1,000* 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.