Deal Manager (On-site)

Servicing•Coppell, TX

7d•Onsite

About The Position

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.

Requirements

High school diploma or equivalent, required.
2-3 years’ applicable mortgage servicing related experience required.
2+ years of loan transfer experience.
The ability to utilize Microsoft Word, Excel, Outlook, PowerPoint, and SQL.
Emphasis on excel formulas and ability to execute queries in SQL.
Must have analytical skills and the ability to interpret loan data.
Project management skills.
Relationship management skills.
Work in an environment that requires multitasking and the ability to prioritize workload.
Certain after hours/weekend support may be necessary for projects or high business volume situations.
After hours/ weekend email monitoring.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Nice To Haves

Bachelor’s degree preferred.

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.
Performs related duties as assigned by management.

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
The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
Newrez NOW: 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)