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Investor Reporting Specialist

2 months ago

Greenville, South Carolina, United States Newrez Full time
Job Summary

We are seeking a highly skilled Investor Reporting Analyst II to join our team at Newrez. As a key member of our mortgage servicing team, you will be responsible for providing exceptional service to our investors and customers by ensuring accurate and timely reporting, reconciliation, and resolution of issues.

Key Responsibilities
  • Prepare and review monthly investor reports, including cash movements and accounting entries, in accordance with agreements.
  • Investigate and reconcile investor issues and reporting exceptions in a timely manner.
  • Research operational, reporting, or data issues and present solutions or process improvements to management.
  • Provide high-level customer service and ensure overall investor satisfaction.
  • Maintain and follow procedures and controls within the monthly process.
  • Assist with internal and external audits.
  • Heavy use of Microsoft Excel and SQL for data analysis and reporting.
Requirements
  • High School Diploma or equivalent required, Bachelor's Degree preferred.
  • 2-4 years of Mortgage Servicing experience required; prior Investor Reporting or Default/Loss Mitigation experience preferred.
  • 1-2 years of SQL Development experience desired.
Company Perks and Benefits
  • 15 Paid Time Off (PTO) days and 18 after 1st anniversary.
  • 9 Paid Holidays.
  • Employee Engagement Activities.
  • Medical, 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.