Lead Portfolio Manager (On-site)

Newrez•Houston, TX

6d•Onsite

About The Position

The Lead Portfolio Manager is responsible for client relationship management within the mortgage department. The role leads and develops a group of Portfolio Managers, contributes to departmental strategy, and serves as the direct escalation point for clients. It oversees client and GSE scorecards, operational risk metrics, client agreements, and portfolio processes, while developing business strategies and tools to improve efficiency and servicing performance. The position also manages client financial and contractual matters, supports onboarding of third-party clients, and partners with Legal on servicing agreements. The role requires clear communication of ideas and findings to audiences ranging from production staff to executive management. It includes conducting monthly business reviews with clients and operational units, organizing onsite client visits and audits, and identifying reporting or procedural gaps with operational partners. The position may also perform other related duties assigned by management.

Requirements

Bachelor’s degree in a business discipline.
At least 7 years of equivalent work experience in Mortgage Servicing, preferably in a client-facing function.
At least 2 years of prior people-management experience.
Expert knowledge of GSE and servicing guidelines and regulations.
Strong communication skills and ability to work collaboratively.
Strong attention to detail, organizational skills, and project-management skills.
Strong Excel skills, including graphs, pivot tables, and formulas.
Ability to learn quickly, assimilate new ideas, and thrive in a fast-paced environment.
Employees must have a smartphone that meets Company security standards and can install apps such as Microsoft Authenticator; employment is contingent on this requirement.

Nice To Haves

Prior work experience performing business, data, and/or statistical analysis.
Experience with PowerPoint and Visio.
Natural entrepreneurial interest.

Responsibilities

Lead and develop a group of Portfolio Managers and assist in creating overall departmental strategy.
Serve as the direct escalation point for clients.
Oversee and manage GSE and client scorecards, including analyzing and presenting scorecard data to senior and executive management.
Create, design, and implement value-add business strategies and client campaigns that affect operating practices and company policy.
Manage key operational risk-management metrics, investigate discovered issues, and coordinate their resolution.
Create policies and procedures that support sound risk practices.
Manage delegated authority request SLAs and adherence for a team of Portfolio Managers.
Apply root-cause analysis to 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 to review and comment on new Servicing Agreements regarding operational risks and concerns.
Manage and audit contractual requirements of individual Client Agreements.
Investigate and resolve key portfolio-process issues using judgment and discretion.
Clearly articulate and present ideas and findings to production staff, executive management, and other audiences.
Conduct monthly business reviews with clients and operational units to highlight performance metrics.
Organize and lead onsite visits, performance reviews, and annual audits.
Develop and maintain tools to improve efficiency, manage performance, and service new product types.
Identify gaps in reporting and documented policies and procedures within operational groups and partner with them to address the gaps.
Perform other related duties as assigned by management.