Mortgage Deal Manager: Transfers & KPI Expert

Newrez; Coppell (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Newrez seeks a Deal Manager (On-site) in Coppell, TX to oversee boarding and de-boarding of loans, coordinating with servicers and internal units. The role focuses on timely transfers, data accuracy, and regulatory compliance, with exposure to KPIs and reporting.

The ideal candidate has mortgage servicing experience, strong Excel/SQL skills, and project management abilities to drive efficient transfers and transparent communication with clients and teams.

Qualifications

• High school diploma or equivalent, required.
• 2-3 years’ mortgage servicing or transfer experience.
• Bachelor’s degree preferred.

Responsibilities

• Coordinate loan transfers and related tasks with internal and external parties.
• Maintain transfer timelines and KPI monitoring.
• Prepare transfer documentation and reports for servicers and units.
• Respond to inquiries in a timely, professional manner.

Skills

MS Excel

SQL

Data analysis

Project management

Communication

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

SQL

Job description

Newrez seeks a Deal Manager (On-site) in Coppell, TX to oversee boarding and de-boarding of loans, coordinating with servicers and internal units. The role focuses on timely transfers, data accuracy, and regulatory compliance, with exposure to KPIs and reporting.

The ideal candidate has mortgage servicing experience, strong Excel/SQL skills, and project management abilities to drive efficient transfers and transparent communication with clients and teams.