Senior Portfolio Manager: Client Strategy & Profitability

NewRez LLC; Coppell (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Health Savings Account (HSA)

401(k) plan with employer match

Parental leave

Job summary

Newrez LLC in Coppell, TX seeks a Senior Portfolio Manager to lead client relationship management for mortgage servicing, oversee strategy execution, and drive profitability for the organization.

You will manage 3rd party mortgage clients, oversee GSE forms and repurchase processes, and monitor monthly P&Ls while negotiating fee schedules and coordinating with Legal on Servicing Agreements. Strong communication, analytical, and project management skills are required.

Qualifications

• Bachelor’s degree in a business discipline.
• 5+ years mortgage servicing experience, preferably in a client-facing function.
• Strong knowledge of GSE guidelines and regulations is a plus.
• Excellent business communication and analytical skills.
• Proficiency with Excel (pivot tables, formulas) and PowerPoint.

Responsibilities

• Serve as the single point of contact for a group of 3rd party mortgage clients.
• Design, implement, and monitor value-add client campaigns and strategies.
• Oversee GSE form submissions and servicing-related repurchase processes.
• Manage client P&Ls and negotiate fee schedules and contractual requirements.
• Collaborate with Legal on Servicing Agreements for risk considerations.
• Lead onsite visits and drive operational efficiency.

Skills

GSE guidelines knowledge

Accounting basics

Business communication

Detail orientation

Excel proficiency

SQL experience

Data analysis

Education

Bachelor’s degree in business

Tools

PowerPoint

Visio

Job description

Newrez LLC in Coppell, TX seeks a Senior Portfolio Manager to lead client relationship management for mortgage servicing, oversee strategy execution, and drive profitability for the organization.

You will manage 3rd party mortgage clients, oversee GSE forms and repurchase processes, and monitor monthly P&Ls while negotiating fee schedules and coordinating with Legal on Servicing Agreements. Strong communication, analytical, and project management skills are required.