Lead Portfolio Manager (On-site)
About the role
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.
The 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.
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.
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.
- 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.
- Manage 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.