Sr. Investor Reporting Analyst

3 months ago

Coppell, United States Shellpoint Mortgage Servicing Full time
Who we are

Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners' mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current.

Position Summary:

We are building something amazing. If you are smart, analytical, detailed and ready to be a difference maker, we want you to come join us and build something great With a focus on controls and accuracy, we will provide the ability to make an imprint on our automation, our strategy and direction.

The individual selected for the Investor Reporting Analyst Senior job will be responsible for preparing monthly reports, reconciling, research and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.

Responsibilities:

Under limited or minimal supervision,
  • Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives.
  • Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines.
  • Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions.
  • Research operational, reporting, or data issues and present solutions or process improvements to management.
  • Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable.
  • Demonstrate flexibility to ever-changing business needs and requirements.
  • Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides.
  • Handle ad-hoc reporting or research as directed by management.
  • Perform a quarterly review and update of department policies and procedures.
  • Provide direction, leadership, training, motivation, coaching and assessment to ensure optimum performance in support of company and department goals as needed.
  • Ability to present cohesively and confidently to Senior Management regarding project statuses, issues and concerns, recommendations, etc.
  • Collaborate with upper management, internal departments and/or analysts to ensure overall company goals are consistently met
  • Create summary or modified work-product that responds to Audit, Rating Agency or other inquiries and requests of management.
Qualifications:
  • High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred.
  • 3 - 5 years of Mortgage Servicing experience with 3 + years of Investor Reporting experience.
  • Advanced MS Excel experience.
  • Access, SQL, or other database reporting experience.
  • Servicing Director knowledge is a plus
  • Solid math aptitude, with the ability to recognize mathematical causal relationships, and apply an analytical approach to research.
  • Strong communication skills in order to interact with Senior Management and other business units.
  • Prior work experience performing business, data, and/or statistical analysis is a plus
  • Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines.
  • Results-oriented with a sense of urgency
  • Fast learner - able to assimilate new ideas and thrive in a fast-paced environment.


Company Perks:
•15 Paid Time Off (PTO) days and 18 after 1st anniversary
•9 Paid Holidays
•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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