Exam Coordinator III (Onsite)


Job Details

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

This position plays a critical role in the success of Newrez by managing the end-to-end process associated with examinations. The Exam Coordinator III facilitates the exam management process, which includes interaction with all levels of management and departments across the organization as well as regulators.

Principal Duties

List of required duties below. Distinguish on-site duties with a *.

  • Responsible for the project management functions related to managing all regulatory and third-party client exams.
  • Primary focus is high-profile exams such as Freddie, Fannie, Ginnie Mae, FHA, VA, etc.
  • Must also be able to facilitate State/Client/Joint Venture exams.
  • Prepare exam decks per examiners' agenda requirements.
  • Delegate tasks to other team members as applicable to meet deadlines.
  • Provide assistance with new hire training of dept. functions.
  • Primary contact with regulatory agencies and clients for all external exams. Including timely follow-ups on examiners' requests.
  • Work directly with all levels of management throughout the organization to gather evidence related to exam requests.
  • Coordinate onsite and remote examiner requests for information.
  • Responsible for escalating any regulator concerns, emerging themes, or issues and driving action.
  • Partner with Training for exam preparation business units for interacting with regulators.
  • Perform root cause analysis on exam findings and work with appropriate business units on corrective action plans.
  • Assist in the drafting of audit finding responses to regulators as required.
  • Schedule/Facilitate meetings with regulators via Teams, Skype, Outlook, and onsite schedules.
  • Provide assistance with regulatory reporting, including MBFRF, MCRs and other required reporting to state regulatory agencies.
  • Provide assistance with weekly updates to compliance for deck presentations.
  • Exam status reporting to management for dept.
  • Maintain current daily exam status logs.
  • Performs related duties as assigned by management.


*These essential functions are fundamental to the role, and must be performed on-site, as they cannot physically be performed remotely. In addition, the Company has determined that an in-person presence is important to critical components of our work, including oversight, training, collaboration, and productivity. Items not marked (*) as essential on-site, may still require partial on-site work to perform the role satisfactorily.

Education and Experience Requirements

  • High school diploma or equivalent, required.
  • 5+ years of experience, or combination of Compliance, Mortgage Servicing, Default Servicing, Debt Collections. IT Audit experience preferred.
  • Experience in developing and delivering presentations to senior management.
  • Experience in process definition and control definitions based on industry best practices.


Knowledge, Skill, and Ability Requirements

  • Ability to multi-task as well as quickly adapt to changing work assignments.
  • Knowledge of credit reporting and FCRA is a plus.
  • Math and analytical skills needed.
  • Ability to develop new, and maintain existing, business relationships in a complex cross-organizational and cross-functional matrix environment with both internal and external stakeholders)
  • Working knowledge of risk management.
  • Familiarity with Mortgage Servicing systems is preferred.
  • Excellent work ethic and deadline driven.
  • Follow up skills and a strong sense of accountability.
  • Must possess a short learning curve related to assimilation of new skills and tasks.
  • Superior organizational skills needed.

#LI-NT1

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.

By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site.

Company Perks:
15 Paid Time Off (PTO) days and 18 after 1st anniversary!
9 Paid Holidays
Casual Workplace
Employee Engagement Activities

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.

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 Shellpoint Mortgage Servicing

 06/15/2024

 Coppell,TX