Team Lead - Document Administration (On-Site)

About the Role

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.

The Team Lead Document Administration is a leadership support position. In addition to daily staff work, the Team Lead is responsible for coordinating daily work with Document Administration Management and Specialists, along with collateral custodians, on day-to-day processes. The Team Lead communicates heavily with vendors, custodians, and servicing and originations partners to facilitate all Doc Admin requests in a timely manner. The role requires mastery of all aspects of the function and the ability to think critically to solve novel issues. The Team Lead is expected to have an advanced working knowledge of all systems, investor requirements, and processes, completing workloads with limited input from supervisors while acting as a resource for junior team members. This role also involves updating department policies and procedures (P&Ps) and helping create and maintain department training materials and desktop procedures.

Responsibilities

• Requires advanced knowledge of the assigned departmental sub-team(s) (e.g., Assignments, Lien Release, Collateral (Active or Liquidated), File Center, MERS, Transaction Management, Land Transactions, Assumptions).
• Assist the supervisor or managers with daily oversight and management of the respective departmental sub-team(s).
• Provide day-to-day training on process changes for all Document Administration specialist positions.
• Coordinate and distribute reporting while measuring and ensuring the accuracy of the data provided.
• Provide input and attend weekly vendor meetings to discuss issues, concerns, and questions.
• Ensure timely delivery of daily, weekly, or monthly reporting, routing them to the appropriate parties as needed.
• Utilize control reporting from the servicing system to ensure reporting of any out-of-standard items from Document Administration Reporting that exceed compliance timeframes.
• Administer all investor-required reporting, ensuring accuracy and timely remittance to the appropriate parties.
• Work with department managers and subject matter experts (SMEs) to ensure all published policies and procedures remain current and receive annual updates, as well as updates based on changes.
• Create and maintain department training materials and desktop procedures, utilizing process workflows and graphics as needed.
• Analyze ad-hoc reports to resolve escalated inquiries.
• Ensure requested documentation is accurately completed within specific task SLAs (Service Level Agreements).
• Address inquiries from vendors, investors, Portfolio Managers, etc., professionally and in a timely fashion.
• Review daily task queue and exception reports to ensure completion of assigned duties within specific SLAs.
• Perform related duties as assigned by supervisor.

Requirements

• High school diploma or equivalent (required).
• Associate or bachelor’s degree (preferred).
• 6+ years’ experience in Document Administration in Mortgage Servicing or a similar field.
• Prior year performance evaluation of 3.5 or better (Internal candidates only).
• Direct Supervisor recommendation (Internal candidates only).

Skills

• Comprehensive understanding of the Document Administration Department, its various sub-groups, and the regulatory environment in which it operates.
• Deadline-driven, highly organized, and responsive with the ability to drive results while fostering collaborative working relationships with internal and vendor-based partners.
• Excellent work ethic, high productivity, and acute attention to detail.
• Advanced understanding of mortgage servicing and originations—Post Closing, Loss Mitigation, Bankruptcy, Foreclosure, and REO (Real Estate Owned).
• Advanced knowledge of all servicing systems, image repositories, MERS, collateral tracking systems, custodial systems, and vendor systems.
• Basic knowledge of abstracting land records.
• Advanced knowledge of investor requirements for perfected collateral for delivery, sales, and certifications.
• Advanced knowledge of Foreclosure and Bankruptcy requirements for perfected collateral.
• Ability to handle confidential material in a professional, ethical manner.
• Strong interpersonal skills to build and maintain professional relationships with vendors, co-workers, etc.
• Professional written and verbal communication skills.
• Strong time management skills and ability to respond to vendor/inter-departmental requests in a timely fashion.
• Ability to prioritize workload to meet deadlines and achieve volume goals and performance standards.
• Advanced knowledge of MS Office: Word, Excel, and Outlook, including the ability to merge, summarize, and present data using Excel functions such as pivot tables and formulas.
• Research and analytical skills to comprehend applicable state laws.
• Superior written and verbal communication, follow-up skills, and a strong sense of accountability. Technical writing experience is helpful.
• Ability to multi-task and stay well-organized.

All employees are required to have smartphones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment is contingent on this requirement. This is not a remote role; candidates must be on-site.

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, and Caregiver Leave.
• Adoption Assistance.
• Tuition and Certification reimbursement.
• Employee Mortgage Loan Program.
• Employee Emergency and Disaster Fund to support team members experiencing hardships.

Community and Social Responsibility

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since 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).