4
Total investments
0
Early stage
1
Mid stage
0
Late stage
13y
Years active
Portfolio
1 investments · sorted by recency
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Investor Reporting Manager
Feb 2019
Shellpoint Mortgage Servicing is one of America’s “Top 5” non-bank servicers of residential mortgage loans, and over 2,500 employees work out of our offices in Greenville, SC; Houston, TX; and Tempe, AZ. Our only business is mortgage servicing; that is, we manage (or “service”) mortgage loans after they’re originated by lenders. On behalf of our many lender and investor clients, we collect principal, interest, and escrow payments from our 2,300,000 homeowners nationwide. We are an operating division of Newrez, LLC.
Our mission is to deliver best-in-class portfolio performance for our clients. We achieve that goal by providing all homeowners with an excellent customer experience; and by delivering exceptional, value-added special servicing for credit-sensitive portfolios.
To see a list of our current career opportunities, visit our “Careers” page on our website.
Newrez LLC dba, Shellpoint Mortgage Servicing. NMLS #3013. This site is not authorized by the New York State Department of Financial Services. No mortgage loan applications for properties located in the state of New York will be accepted through this site.
Experience · 5 entries
All (5)
Investments (4)
Founder (1)
2019
Investor Reporting Manager
Feb 2019
Shellpoint Mortgage Servicing is one of America’s “Top 5” non-bank servicers of residential mortgage loans, and over 2,500 employees work out of our offices in Greenville, SC; Houston, TX; and Tempe, AZ. Our only business is mortgage servicing; that is, we manage (or “service”) mortgage loans after they’re originated by lenders. On behalf of our many lender and investor clients, we collect principal, interest, and escrow payments from our 2,300,000 homeowners nationwide. We are an operating division of Newrez, LLC.
Our mission is to deliver best-in-class portfolio performance for our clients. We achieve that goal by providing all homeowners with an excellent customer experience; and by delivering exceptional, value-added special servicing for credit-sensitive portfolios.
To see a list of our current career opportunities, visit our “Careers” page on our website.
Newrez LLC dba, Shellpoint Mortgage Servicing. NMLS #3013. This site is not authorized by the New York State Department of Financial Services. No mortgage loan applications for properties located in the state of New York will be accepted through this site.
2018
AVP Investor Reporting & Corporate Advance
Jan 2018
Enlightened by 35 years of financial services experience, BSI Financial develops technology that is revolutionizing the way that mortgage lenders, investors and consumers interact and exchange in the $16 trillion U.S. mortgage marketplace.
Our cloud-based, open-API and AI-driven platform automates loan boarding, creates transparency in loan monitoring and provides real-time investor reporting.
Our big data approach to mortgage quality management provides exception reporting on loan file integrity, alerting operations teams to remediation priorities, pre-empting borrower complaints and regulatory scrutiny. This is applied daily to our servicing portfolio and offered as a RegTech SaaS solution by our affiliate, Bizzy Labs.
We offer borrowers the convenience of a mobile application that provides payment options, handles loan document requests and enables digital interaction with customer service. This elevates customer satisfaction and retention, creating value for loan originators and investors.
BSI Financial is managed by a talented team of mortgage professionals with industry expertise, digital technology development experience and extensive regulatory understanding. Our culture-driven approach to innovation and problem-solving keeps us at the forefront of industry modernization.
Our business model has made us one of the fastest growing mortgage servicers in the industry.
2014
B
BSI Financial Services
Manager Investor Reporting/Cashiering/Bank Recon and Corporate Advance
Feb 2014
2013
B
BSI Financial Services
Manager Investor Reporting
Nov 2013
O
Oil Region Rampage LLC
Co Owner
Feb 2013
Investment activity
2013–2019 · 4 investments
Recent (last 2 years)Earlier
