Current jobs related to Investor Reporting Team Lead - Coppell - NewRez LLC

  • Mortgage Investor Reporting Associate II

    3 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    About Us:Shellpoint Mortgage Servicing (SMS) stands as one of the leading non-bank mortgage servicing firms in the United States. We cater to businesses that hold mortgage loans, including banks and real estate investment companies. Our role involves managing these loan portfolios, which encompasses collecting mortgage payments from homeowners, settling...

  • Senior Investor Reporting Analyst

    2 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Senior Investor Reporting Analyst to join our team at Shellpoint Mortgage Servicing. As a key member of our organization, you will be responsible for preparing monthly reports, reconciliations, and research activities related to Fannie Mae portfolios in accordance with FNMA guidelines.Key...

  • Mortgage Investor Reporting Specialist II

    4 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    About Us:Shellpoint Mortgage Servicing (SMS) stands as one of the leading non-bank mortgage servicing firms in the United States. We cater to a diverse clientele, including financial institutions and real estate investment entities, managing their mortgage loan portfolios effectively.Role Overview:The Default Investor Reporting Analyst II plays a crucial...

  • Investor Reporting Analyst Senior

    2 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    Job SummaryWe are seeking a highly skilled Investor Reporting Analyst Senior to join our team at Shellpoint Mortgage Servicing. As a key member of our organization, you will be responsible for preparing monthly reports, reconciliations, and research activities related to Fannie Mae portfolios in accordance with FNMA guidelines.Key ResponsibilitiesPrepare...

  • 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...

  • Sr. Investor Reporting Analyst

    13 minutes 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...

  • Team Lead

    2 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...

  • Mortgage Servicing Team Lead

    5 days ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    Job SummaryShellpoint Mortgage Servicing is seeking a highly skilled and experienced Team Lead to join our Investor Accounting team. As a Team Lead, you will be responsible for leading a team of accounting analysts in the timely and accurate completion of P&I and T&I Custodial reconciliations. You will also be responsible for implementing, maintaining, and...

  • Investor Accounting Specialist II

    3 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    About Us Shellpoint Mortgage Servicing (SMS) stands as one of the leading non-bank mortgage servicing firms in the United States. Our role in mortgage servicing involves managing loan portfolios for various clients, including banks and real estate investment firms. We handle essential tasks such as collecting mortgage payments, managing tax and insurance...

  • Mortgage Investor Accounting Specialist II

    4 weeks ago

    Coppell, Texas, United States NewRez LLC Full time

    Position OverviewThe Investor Accounting Analyst II plays a crucial role in the financial operations of NewRez LLC, a leading non-bank mortgage servicing firm. This position is responsible for managing the accounting functions related to investor custodial accounts, ensuring accuracy and compliance with industry standards.Key ResponsibilitiesConduct monthly...

  • Mortgage Investor Accounting Specialist II

    3 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    About Us Shellpoint Mortgage Servicing (SMS) stands as one of the leading non-bank mortgage servicing firms in the United States. Our role in mortgage servicing involves managing loan portfolios on behalf of our clients, which include banks and real estate investment firms. We handle the collection of mortgage payments, the payment of tax and insurance...

  • Mortgage Investor Accounting Specialist II

    4 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    About Us Shellpoint Mortgage Servicing (SMS) stands as one of the leading non-bank mortgage servicing firms in the United States. Our primary role in mortgage servicing involves managing loan portfolios on behalf of our clients, which include banks and real estate investment firms. This entails collecting mortgage payments from homeowners, handling tax and...

  • Mortgage Investor Accounting Specialist II

    4 weeks ago

    Coppell, Texas, United States NewRez LLC Full time

    Position OverviewThe Investor Accounting Analyst II plays a crucial role in the financial management of mortgage servicing operations. This position is integral to ensuring accurate financial reporting and compliance for various investor custodial accounts, including but not limited to FNMA, FHLMC, GNMA, and private portfolios.Key ResponsibilitiesConduct...

  • Investor Accounting Analyst II

    1 month 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...

  • Mortgage Servicing Team Supervisor

    3 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    About Us Shellpoint Mortgage Servicing (SMS) stands as one of the leading non-bank mortgage servicing entities in the United States. Our primary role in mortgage servicing involves managing loan portfolios for our clients, which include banks and real estate investment firms. We handle essential tasks such as collecting mortgage payments, disbursing tax and...

  • Mortgage Servicing Team Supervisor

    3 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    About UsShellpoint Mortgage Servicing (SMS) stands as one of the leading non-bank mortgage servicing firms in the United States. We cater to a diverse clientele, including financial institutions and real estate investment entities, managing their mortgage loan portfolios effectively.Our primary responsibility involves servicing these portfolios, which...

  • Mortgage Servicing Team Supervisor

    3 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    About Us Shellpoint Mortgage Servicing (SMS) stands as one of the leading non-bank mortgage servicing firms in the United States. Our role in mortgage servicing involves managing loan portfolios for various clients, including banks and real estate investment firms. We ensure the efficient collection of mortgage payments, the timely payment of taxes and...

  • Custodial Reconciliation Team Supervisor

    4 weeks ago

    Coppell, Texas, United States Shellpoint Mortgage Servicing Full time

    About Us Shellpoint Mortgage Servicing (SMS) stands as one of the leading non-bank mortgage servicing firms in the United States. Our role in mortgage servicing involves managing loan portfolios for various clients, including banks and real estate investment companies. We ensure the efficient collection of mortgage payments, management of tax and insurance...

  • Lead Financial Reporting Accountant

    4 weeks ago

    Coppell, Texas, United States Newrez Full time

    Senior Accountant for Financial ReportingAre you enthusiastic about financial compliance and reporting? We are seeking a Senior Accountant specializing in financial reporting to enhance our organization. In this pivotal role, you will contribute to the preparation of GAAP-compliant financial statements, oversee regulatory filings, and manage covenant...

  • Lead Financial Reporting Accountant

    3 weeks ago

    Coppell, Texas, United States Newrez Full time

    Senior Accountant for Financial ReportingAre you enthusiastic about financial compliance and reporting? We are seeking a **Senior Accountant for Financial Reporting** to enhance our financial operations. In this pivotal role, you will play a crucial part in managing GAAP financial statements, regulatory compliance, and covenant reporting for a national...

Investor Reporting Team Lead

4 months ago

Coppell, United States NewRez LLC 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.

Primary Function

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. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners.
Principal Duties
  • Confirm monthly reports are produced and delivered in an accurate and timely manner including but not limited to loan level invoice and remit files while meeting the contractual SLA for each investor with a high rate of accuracy. Resolve any coding issues with reports by working with management to make the necessary changes and update policies and procedures.
  • Work with the staff to resolve any external issues and correct or update any data or formatting issues in the monthly reporting to ensure client satisfaction.
  • Confirm reports, and wire requests are being sent timely as it relates to the monthly reporting and remittances.
  • Confirm the staff is accurately working with internal clients such as investor accounting and finance on all account reconciliation items including P&I, service fee, corporate advance, P&I advance, and operating account reconciliations by reviewing outstanding bank reconciliations monthly.
  • Review reports before they are submitted externally. This includes checks for formatting issues, month-over-month consistency issues, contract billing agreement, full balance roll forward, and large transaction investigation.
  • Coordinate with the department's management to address issues identified so that reoccurring process issues can be remedied.
  • Performs additional projects and duties as assigned by manager.
  • Develops and enhances operational procedures. Assists with internal and external audits.
  • Heavy use of Microsoft excel for data analysis and reporting.
  • Handle ad-hoc reporting or research as directed by management. Performs related duties as assigned by management.
Education and Experience Requirements
  • Bachelor's Degree in Accounting or Finance preferred.
  • 6+ years of Investor Reporting experience required.
Knowledge, Skill, and Ability Requirements
  • Advanced MS Excel experience required including pivot tables, Vlookups and other complex formulas.
  • Proficient in MS Word and PowerPoint.
  • SQL or other database reporting experience preferred.
  • Servicing Director knowledge a plus.
  • Strong problem solving and analytical skills.
  • Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
  • Strong communication skills to interact with Senior Management and other business units.
  • Working understanding of operational risks and related controls.
  • Strong organizational and time management skills necessary.
  • Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail.
  • Self-motivated with strong attention to detail and excellent organization skills.


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.

#LI-AS1

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.

CA Privacy Policy

CA Notice at Collection