Client Relations Specialist
Listed on 2025-12-31
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Finance & Banking
Banking Operations
Client Relations Specialist
Newrez LLC
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We empower our employees by encouraging and recognizing superior performance and innovative solutions, promoting teamwork and divisional cooperation.
Primary FunctionThe 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 ReportsN/A
Principal Duties- Serve as subject matter expert (SME) regarding company policies, procedures, and technology.
- Manage external business partners’ status and internal business partners’ multi‑state pipeline.
- Act as the primary liaison between external/internal business partners and operations staff.
- Conduct daily review and follow‑up with borrowers and vendors regarding outstanding items; gather necessary documentation.
- Communicate to manager if unable to achieve a timeline or to resolve an error.
- Escalate fraud files to Risk Management Leadership Team.
- Assist internal business partners with non‑responsive clients and conflict resolution.
- Communicate to key stakeholders, including internal business partners and clients, on status/needs.
- Perform 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.
- Review title reports, payoffs, appraisals, income documents, hazard insurance, and all supporting conditions for required standard compliance.
- Execute the Review Approval Process.
- Coordinate scheduling of loan closings with internal business partner and closing agent.
- Attend regular pipeline meetings and system training updates.
- Perform related duties as assigned by management.
This is a non‑loan‑originator position; participants may not engage in activities of a loan originator, including communicating directly with borrowers about credit qualification or loan terms, pricing concessions, or transaction‑specific terms or conditions.
Education and Experience- High school diploma or equivalent, required.
- Bachelor’s degree preferred.
- 5+ years processing experience in a high‑volume mortgage setting.
- Experience with DU, DO, and LP systems.
- 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 or states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
CompensationBase salary range: $47,700.00 – $75,240.00. Compensation may also include medical, financial, various paid time off benefits, and a bonus based on individual and company performance, variable or annual.
Benefits- 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 supports our team members
- Empowers employees to become leaders in their communities through volunteering, philanthropy, nonprofit grants, and more.
- 1 Volunteer Time Off (VTO) day, company‑paid, for eligible employees.
- Employee Matching Gifts Program: company matches employee donations up to $1,000 per employee.
- Newrez Grants Program: a giving portal providing resources for employees to donate time or money.
We’re proud to be an equal‑opportunity employer and celebrate differences in race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and veteran status. Together we are stronger.
Seniority LevelMid‑Senior level
Employment TypeFull‑time
Job FunctionBusiness Development and Sales
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