Client Manager

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Client Manager - Correspondent serves as the single point of contact for Correspondent clients requiring assistance with any aspect of the correspondent closed loan origination process. This position will work in a team environment, aligned with specified clients, Sales Director(s)and Diligence Underwriter, providing an optimal customer experience by managing the relationship throughout the life cycle of the loan (including underwriting, lock, closing, shipping, audit, purchase, and servicing). The position requires best-in-class communication, problem solving skills, detailed knowledge of all loan programs, compliance rules, investor requirements and general mortgage origination standards. The Client Manager - Correspondent must make decisions on loan acceptability and effectively interact with internal counterparts to achieve timely resolutions. Principal Duties: List of required duties below. Distinguish on-site duties with an * Provide reports and recommendations to management on discovered risks associated with certain correspondent clients. Reduce client overall suspense rates and accelerate purchase times by reviewing suspense reports on a daily basis, clearing conditions based upon additional documentation provided by the client. Critical Decision-making to ensure eligibility and salability of the loan for escalations or exceptions that fall outside the standard audit. Provide or facilitate regular client training to address trends or redundant problem areas with clients. Facilitate internal recommendations and improvements for more efficient process, accurate conditions, and timely purchase to strengthen client experience. Attend internal client operational review meetings, as needed, to discuss performance of identified clients. Maintain adequate service levels as determined by management, to internal and external customers and sales force. Achieve specific volume and revenue goals of the Channel. Successfully perform related duties as assigned by supervisor. *These essential functions are fundamental to the role, and must be performed on-site, as they cannot physically be performed remotely. In addition, the Company has determined that an in-person presence is important to critical components of our work, including oversight, training, collaboration, and productivity. Items not marked (*) as essential on-site may still require partial on-site work to perform the role satisfactorily. Education and Experience Required education and experience. High School Diploma Preferably 10 years’ experience in the following areas: Customer Service, Sales, Operations: Underwriting, Compliance, Processing, Closing. Knowledge, Skills, and Abilities Required knowledge, skills, and abilities. Knowledge of industry program policies, procedures, regulations, and laws Thorough knowledge of both Federal and State mortgage compliance regulations as it pertains to Correspondent Lending. Strong understanding of the operational responsibilities involved in the purchase and transfer of whole loan assets. Knowledge of product overlays and guidelines. Knowledge of mortgage banking including pricing, funding, operations, underwriting, products, compliance (TRID) and processing is required. Working knowledge of Word, Excel, PowerPoint. Access. Candidate must possess and demonstrate excellent leadership and communication skills. Candidate must allocate one’s own time efficiently and must handle multiple demands, competing priorities in fast paced environment. Must create an atmosphere in which timely and high-quality information is shared with team members. Effective verbal and written communications, including active listening, and presenting findings and recommendations. Ability to establish and maintain working relationships with co-workers, staff, and external contacts, and to work effectively in a professional team environment. Exhibits confidence and empathy when dealing with current and potential customers. Acts professionally regardless of the situation. Understands and appreciates the importance of the bigger picture. Majority of time will be spent on the telephone and computer. While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site. Company Perks: • 15 Paid Time Off (PTO) days and 18 after 1st anniversary! • 9 Paid Holidays • Casual Workplace • Employee Engagement Activities Company Benefits: • Medical (including Health Savings Account & Flexible Savings Account) • Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan • Performance-based Incentives • Pet Insurance • Advancement Opportunities Newrez NOW: • Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more • 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice • Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee • Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection The right company in the right industry. In both good economic times and bad, people need homes - and mortgages to buy them. We help these people every day buy homes or refinance their current mortgage loans. In addition to offering an in-demand product, there are two things you should know about us: We value and reward entrepreneurial spirit, and we are growing. Few lenders are as innovative, as financially solid, as well managed and on track to become America’s leading lender as the Newrez Family of Companies. We deliver products and services that turn prospects into delighted customers —providing abundant opportunity for the great people who work here. These competitive advantages set us apart, and they’re why you can grow with us for the long term.