Team Lead - SBO Reporting (On-Site)

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

The Team Lead SBO Reporting is responsible for assisting analysts with reviewing data daily between SBO 2000 and the system of record. Additionally, they will research and resolve issues as well as maintain appropriate procedures. 

The Team Lead SBO Reporting will work directly with the investor reporting analysts to train the staff to understand the processes they are completing as well as any changes to existing processes.   Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners.

• Responsible for assisting staff with daily review of data between SBO 2000 and servicing system.
• Understanding of cash flow as it relates to borrower payments and deposit to respective custodial accounts.
• Knowledge of reporting and remittance; and/or, PI custodial reconciliations.
• Researches and resolves data issues.
• Maintains and follows procedures and controls within the monthly process.
• Heavy use of Microsoft Excel for data analysis and reporting.
• Handle ad-hoc reporting or research as directed by management.
• Maintains and follows procedures and controls within the monthly process.
• Possess an understanding of GSE servicing guides and a willingness to interpret pooling and servicing agreements.
• Researches and resolves data issues, proposes solutions for future process enhancements.
• Coordinate with the department's management to address issues identified so that reoccurring process issues can be remedied. 
• Develops and enhances operational procedures.
• Perform other duties and special projects as assigned by management.
• Demonstrate flexibility to ever-changing business needs and requirements.
• Performs related duties as assigned by management.

• Bachelor's Degree in Accounting or Finance preferred.
• 6+ years of Mortgage Servicing.  3+ years Investor Reporting experience preferred.
• 2+ years SBO 2000 experience.
• Advanced MS Excel experience required including pivot tables, Vlookups and other complex formulas.

• Proficient in MS Word and PowerPoint.
• SQL or other database reporting experience preferred.
• Servicing Director knowledge a plus.
• Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
• Strong communication skills to interact with Senior Management and other business units.
• Working understanding of operational risks and related controls.
• Understanding of RegAB and USAP Guidelines.

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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