Homeowner Experience Manager (On-site)

Posted 9 Days Ago
Be an Early Applicant
2 Locations
Senior level
Financial Services
The Role
The Homeowner Experience Manager oversees the customer journey for mortgage borrowers, ensuring superior service through training, communication, and process optimization. Responsibilities include managing homeowner communications, resolving issues, analyzing satisfaction metrics, and coordinating with internal teams for a streamlined experience.
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.

POSITION SUMMARY

The Homeowner Experience Manager will be responsible for overseeing and enhancing the experience of homeowners throughout their mortgage servicing journey. The Homeowner Experience Manager will perform on-the-job training, coaching, monitoring, and performance management for the servicing team, ensuring that all aspects of loan servicing, payment management, and post-close support are executed efficiently and, in a customer,-centric manner. This role will focus on creating a seamless, positive experience for homeowners while addressing their needs, concerns, and inquiries promptly and professionally.

Duties and Responsibilities

  • Homeowner Journey Management:
    • Manage the entire servicing experience lifecycle for homeowners, ensuring Agents provide timely and clear communication regarding payments, account status, and other loan servicing-related matters.
    • Work with other departments to enhance the homeowner onboarding, payment setup, and post-close communications to ensure a smooth transition into the servicing phase.
  • Customer Support and Issue Resolution:
    • Lead on-the-job training homeowner service representatives, providing guidance on best practices for resolving payment issues, escrow concerns, and loan inquiries.
    • Address escalated homeowner concerns or complex issues with a focus on quick resolution, empathy, and professional customer service.
  • Homeowner Communication:
    • Develop and implement communication strategies to ensure homeowners receive regular updates on their loan status, payment reminders, and any changes to their account.
    • Collaborate with internal teams to ensure that all homeowner communications are clear, accurate, and timely.
  • Experience Improvement and Process Optimization:
    • Continuously analyze homeowner feedback, complaints, and service interactions to identify areas for improvement.
    • Collaborate with servicing teams to streamline processes, reduce friction, and enhance overall satisfaction throughout the servicing journey.
  • Data-Driven Insights:
    • Monitor and analyze customer satisfaction metrics such as Net Promoter Score (NPS), call resolution times, and other key performance indicators to evaluate and improve the homeowner experience.
    • Use data insights to drive decision-making around process improvements and customer support strategies.
  • Collaboration with Internal Teams:
    • Work closely with servicing, collections, escrow, and compliance teams to ensure smooth coordination and execution of homeowner-related tasks.
    • Foster cross-functional relationships to ensure that the homeowner experience is consistent across all touchpoints.
  • Training and Development:
    • Lead training initiatives for the homeowner servicing team, ensuring they have the tools, knowledge, and skills to provide excellent service.
    • Mentor, coach, and develop team members, providing ongoing feedback to ensure consistent performance.
  • Performs related duties as assigned by management.

Qualifications and Education Requirements

  • Bachelor’s degree, required.
  • 5+ years’ experience in customer service.
  • 2 years’ experience in a leadership role in mortgage servicing, loan servicing, or financial services.

Skills, Abilities, and Knowledge

  • Strong understanding of mortgage servicing processes, including payment processing, escrow management, and customer servicing protocols.
  • Excellent communication and interpersonal skills, with the ability to manage difficult conversations and resolve issues effectively.
  • Proven leadership ability, with experience managing and mentoring teams.
  • Strong problem-solving skills and the ability to think critically in a fast-paced, changing environment.
  • Familiarity with mortgage servicing software and CRM systems.
  • Experience with mortgage servicing platforms (e.g., Servicing Director, Black Knight, Ring Central, LoanSphere, etc.).
  • Certifications or training in mortgage servicing or customer experience (e.g., CMS, Six Sigma).
  • In-depth knowledge of industry compliance requirements (e.g., RESPA, TILA, FDCPA).

Additional Information:

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.

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:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

  • Medical, dental, and vision insurance

  • Health Savings Account with employer contribution

  • 401(k) Retirement plan with employer match

  • Paid Maternity Leave/Parental Bonding Leave

  • Pet insurance

  • Adoption Assistance

  • Tuition reimbursement

  • Employee Loan Program

  • The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

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.

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Top Skills

Black Knight
Loansphere
Ring Central
Servicing Director
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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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