Portfolio Manager

Newrez LLC

. Manage client relationships for a dedicated group of third-party mortgage clients .

Posted 10/6/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships within the mortgage servicing sector, with a strong focus on operational efficiency, risk management, and financial oversight. Proficient in utilizing analytical skills to resolve issues and improve client campaigns while ensuring compliance with GSE guidelines.

Highest-signal resume keywords

Mortgage Servicing ExperienceGSE Guidelines KnowledgeClient Relationship ManagementProject Management SkillsExcel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage ServicingGSE GuidelinesFinancial OversightData AnalysisStatistical AnalysisSQLAccounting KnowledgeOperational Risk ManagementP&L ManagementContract Negotiation

Soft Skills

Business CommunicationAttention to DetailCollaborationOrganizational SkillsProblem Solving

Tools & Technologies

ExcelPowerPointVisioMicrosoft Authenticator

Industry Keywords

Client CampaignsOperational EfficiencyServicing AgreementsOnboardingIssue Resolution

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Manage client relationships for a dedicated group of third-party mortgage clients
Serve as the key single point of contact for assigned clients
Create, design, and implement value-add business strategies and client campaigns
Monitor operational risk-management metrics and coordinate issue resolution
Manage the delegated authority request process
Oversee and track incoming transfers and complete required GSE forms and submissions where applicable
Oversee and manage repurchases with prior seller/servicers
Perform monthly oversight and reconciliation of GSE invoice management, including root cause analysis and resolution
Manage individual client P&Ls
Negotiate fee schedules and contractual requirements
Assist with onboarding new third-party clients
Partner with Legal on new Servicing Agreements and operational risks
Improve operational efficiency by structuring Servicing Agreement information for querying
Investigate and resolve portfolio process issues using judgment and discretion
Present ideas and findings to production staff and senior management
Organize and lead onsite visits
Perform related duties as assigned by supervisor

Requirements

What you’ll need

Bachelor’s Degree in a business discipline
3+ years equivalent work experience in Mortgage Servicing, preferably in a client-facing function
Strong knowledge of GSE guidelines and regulations is a plus
Basic accounting knowledge is a plus
Strong business communication skills
Ability to work well in a collaborative environment
Strong attention to detail
Organizational and project management skills
Strong skills in Excel, including graphs, pivot tables, and formulas
Ability to assimilate new ideas and thrive in a fast-paced environment
Prior experience with SQL is a plus
Prior business, data, and/or statistical analysis experience is a plus
Experience with PowerPoint and Visio is a plus
All employees must have a smartphone meeting Company security standards and be able to install apps such as Microsoft Authenticator
Must be able to work onsite

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)