Deal Manager (On-site)

About Us

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.

About the Role

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.

Responsibilities

• 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.
• Perform related duties as assigned by management.

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.

Skills

• Proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and SQL, with an emphasis on Excel formulas and the ability to execute queries in SQL.
• Strong analytical skills and the ability to interpret loan data.
• Project management skills.
• Relationship management skills.
• Ability to work in an environment that requires multitasking and prioritization of workload.
• Availability for after-hours/weekend support for projects or high business volume situations, including after-hours/weekend email monitoring.

Benefits

• 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.
• Employee Emergency and Disaster Fund to support team members experiencing hardships.

Community & Social Responsibility

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).

All employees are required to have smartphones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.