Deal Manager

Newrez LLC

. Successfully board or de-board loans in accordance with industry regulations and Shellpoint policies and procedures .

Posted 9/29/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in loan transfer processes and mortgage servicing, ensuring compliance with industry regulations and internal policies. Proficient in data management and reporting, with strong analytical and project management skills to facilitate seamless transfers.

Highest-signal resume keywords

Loan Transfer ExperienceMortgage Servicing ExperienceSQL ProficiencyExcel Formulas ExpertiseProject Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan TransferMortgage ServicingData AnalysisProject ManagementKPI Maintenance

Soft Skills

Relationship ManagementMultitaskingPrioritization

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointSQL

Industry Keywords

ComplianceTransfer TimelinesData MappingInvestor Change LetterConference Calls

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Successfully board or de-board loans in accordance with industry regulations and Shellpoint policies and procedures
Coordinate all transfer-related tasks to ensure timely and seamless transfers
Create transparency for internal business units and external servicers through reporting, data sharing, conference calls, and emails
Maintain department KPIs and organization standards
Ensure compliance with Goodbye Letter, Welcome Letter, and Investor Change (404) Letter requirements
Establish transfer timelines with internal and external parties
Host routine conference calls with servicers to confirm due dates, review transfer documents, and coordinate question resolution
Manage transfer tasks using heatmaps and checklists
Coordinate exchange of preliminary and final data, origination and servicing documents, invoices, and transaction/comment history
Work with Data Mapping and Validation Analysts to evaluate, understand, and prioritize data exceptions
Provide transfer data and arrange department-specific calls to facilitate seamless transfers
Respond to internal and external inquiries
Provide Portfolio Management or clients with weekly updates on current and upcoming transfers
Perform related duties as assigned by management

Requirements

What you’ll need

High school diploma or equivalent, required
Bachelor’s degree preferred
2-3 years’ applicable mortgage servicing related experience required
2+ years of loan transfer experience
Ability to utilize Microsoft Word, Excel, Outlook, PowerPoint, and SQL
Emphasis on Excel formulas and ability to execute queries in SQL
Analytical skills and ability to interpret loan data
Project management skills
Relationship management skills
Ability to multitask and prioritize workload
Certain after-hours/weekend support may be necessary
After-hours/weekend email monitoring
Smart phone meeting Company security standards with ability to install apps such as Microsoft Authenticator

Benefits

Comp & perks

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
Newrez Employee Emergency and Disaster Fund
1 company-paid Volunteer Time Off day
Matching Gifts Program - dollar-for-dollar up to $1,000
Access to grants, nonprofit resources, and volunteer opportunities
Employee Resource Groups (ERG)