Manager - Investor Reporting
New
Remote work flexibility within the United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 4–10+ years
- Required Skills
- Data AnalysisMicrosoft ExcelCompliance
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or equivalent professional experience.
- 4–10+ years of experience in mortgage loan servicing, investor reporting, or investor accounting, with progressive leadership responsibilities.
- Strong knowledge of investor reporting processes, loan servicing operations, and reconciliation methodologies.
- Proven leadership experience managing teams in a financial services or mortgage servicing environment.
- Advanced analytical and problem-solving skills with strong attention to detail and data accuracy.
- Ability to work effectively in high-pressure, deadline-driven environments with multiple competing priorities.
- Strong communication skills, with the ability to collaborate across departments, auditors, and external stakeholders.
- Proficiency in Microsoft Office Suite, particularly Excel, with strong comfort in data analysis and reporting tools.
- Demonstrated ability to implement controls, improve processes, and ensure regulatory compliance.
- Strong organizational skills with the ability to manage complex workflows independently and within team settings.
Responsibilities
- Lead and manage the investor reporting function, ensuring accurate, timely, and compliant reporting to agency and private investors while overseeing daily operational execution.
- Review and approve investor reports and remittances, ensuring accuracy, completeness, and adherence to required timelines to prevent financial discrepancies or penalties.
- Oversee loan boarding, servicing transfers, and reconciliation processes, including validation of principal balances and resolution of variances across systems and reports.
- Manage service release activities, including settlement file delivery, fund remittance to purchasers, and reimbursement processes for negative remittances.
- Maintain and enhance internal controls, policies, and procedures to ensure compliance with investor guidelines, regulatory standards, and internal audit requirements.
- Support internal and external audits by preparing documentation, responding to inquiries, and ensuring full transparency of reporting processes.
- Lead, coach, and develop team members through performance management, feedback, training, and annual evaluations to ensure consistent high performance.
- Monitor regulatory changes and investor requirements, ensuring timely updates to processes and alignment across the organization.
- Drive continuous improvement initiatives, identifying operational inefficiencies and implementing enhancements to reporting accuracy and process effectiveness.
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