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Reporting and Analysis Specialist

2 months ago

Greenville, South Carolina, United States Newrez Full time

Job Summary

We are seeking a highly skilled and experienced Senior Investor Reporting Analyst to join our team at Newrez. As a key member of our reporting team, you will be responsible for preparing and analyzing complex financial reports, reconciliations, and research activities related to Fannie Mae portfolios.

Key Responsibilities

  • Prepare and submit monthly reports with strict adherence to reporting requirements and collaborate with other departments on joint initiatives.
  • 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.
  • Demonstrate flexibility to ever-changing business needs and requirements.
  • Possess 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.
  • Ability to present cohesively and confidently to Senior Management regarding project statuses, issues, and concerns.
  • Collaborate with upper management, internal departments, and/or analysts to ensure overall company goals are consistently met.

Requirements

  • 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 Benefits

  • 15 Paid Time Off (PTO) days and 18 after 1st anniversary.
  • 9 Paid Holidays.
  • Employee Engagement Activities.
  • 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.

Corporate Social Responsibility

  • Newrez NOW: Our Corporate Social Responsibility program 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.