Client Relations Manager

Posted 10 Days Ago
Be an Early Applicant
Tempe, AZ
Senior level
Financial Services
The Role
The Client Relations Specialist III coordinates with borrowers and the production sales team to process and close loans. They serve as the subject matter expert, manage pipelines, review documents, communicate with stakeholders, and ensure compliance with company standards.
Summary Generated by Built In

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 Relations Specialist III is responsible for assisting the borrower and production sales team in the coordination of all functions related to the processing and closing of loans.

Direct Reports

  • N/A 

Principal Duties

  • Serve as subject matter expert (SME) regarding company policies, procedures, and technology.
  • Manages external business partners' status and internal business partners' multi-state pipeline.
  • Serves as primary liaison between external/internal business partners and operations staff.
  • Conducts daily review and follow-up with borrowers and vendors regarding outstanding items; gathers necessary documentation.
  • Communicates to manager if unable to achieve a timeline or to resolve an error.
  • Escalates any fraud files to Risk Management Leadership Team.
  • Assists internal business partners with non-responsive clients and conflict resolution.
  • Communicates to key stakeholders, including internal business partners and clients, on status/needs.
  • Performs data entry to update all internal computer systems and loan files with notes regarding all actions that affect the loan process in accordance with company requirements.
  • Reviews title reports, payoffs, appraisals, income documents, hazard insurance, and all supporting conditions for required standard compliance.
  • Executes Review Approval Process.
  • Coordinates scheduling of loan closings with internal business partner and closing agent.
  • Attends regular pipelines meetings and system training updates.
  • Performs related duties as assigned by management.

This position is considered a non-loan originator position, meaning participants may not engage in activities of a loan originator, including: communicating directly with borrowers about credit qualification or loan terms, which includes pricing concessions or other transaction-specific terms or conditions.

Education and Experience Requirements

  • High school diploma or equivalent, required.
  • Bachelor’s degree, preferred.
  • 5+ years processing experience in high volume mortgage setting.
  • Experience with DU, DO, and LP systems.

Knowledge, Skill, and Ability Requirements

  • Knowledge of FHA and FNMA policies and guidelines.
  • Knowledge of mortgage loan processing, compliance, investor products, and underwriting guidelines.
  • Working knowledge of various fraud tools.

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.

#MW1

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

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 Company
HQ: Fort Washington, PA
1,575 Employees
On-site Workplace

What We Do

Newrez LLC (Newrez) is a leading nationwide mortgage lender and servicer. As a lender, Newrez focuses on offering a breadth of industry-leading products, supported by a loan process that blends both human interaction and the benefits of technology into an unparalleled customer experience. Founded in 2008 and licensed to lend in 50 states, Newrez is headquartered in Fort Washington, Pennsylvania and operates multiple lending channels, including Correspondent Lending, Wholesale, Direct-to-Consumer, Retail, and a network of joint venture partners. Newrez’s servicing business consists of its performing loan servicing division, Newrez Servicing, and its special servicing division, Shellpoint Mortgage Servicing. Newrez also has several affiliates that perform various services in the mortgage and real estate industries. These include Avenue 365 Lender Services, LLC, a title agency, and E Street Appraisal Management LLC, an appraisal management company. Newrez is member of the New Residential Investment Corp. family. More information is available at www.newrez.com.


© 2022 Newrez LLC {f/k/a New Penn Financial, LLC}. All Rights Reserved. {Doing business as Newrez Mortgage in the states of Arkansas and Texas}. {Website approval pending with the New York Department of Financial Services.} This communication does not constitute a commitment to lend or the guarantee of a specified interest rate. All loan programs and availability of cash proceeds are subject to credit, underwriting and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply. Newrez LLC, 1100 Virginia Drive, Suite 125, Fort Washington, PA 19034. Corp NMLS#: 3013 (www.nmlsconsumeraccess.org). Additional licenses available at www.newrez.com. Equal Housing Opportunity.

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