Investor Reporting Team Lead

1 month ago


Coppell, United States Shellpoint Mortgage Servicing Full time
  • Our clients are businesses that own mortgage loans (such as banks and real estate investment firms).
  • The Team Lead Investor Reporting is responsible for overseeing the daily and monthly activities for the Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios, including reporting, remittances, and reconciliation resolution.
  • The Team Lead Investor Reporting is responsible for the setup, reporting, and remitting on new investors and reviewing existing files to ensure quality of externally sent files.
  • Additionally, the individual 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.
  • 6+ years of Investor Reporting experience required.
  • Advanced MS Excel experience required including pivot tables, Vlookups and other complex formulas.
  • 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
  • Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee


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