Financial Reporting Expert
6 days ago
Job Summary
The Investor Reporting Analyst II is a key member of the Newrez team, responsible for providing exceptional service to our investors and customers. This role requires a high level of expertise in financial reporting, data analysis, and problem-solving.
Key Responsibilities
- Prepare and review monthly investor reports, including cash movements and accounting entries, in accordance with agreements.
- Investigate and resolve investor issues and reporting exceptions in a timely manner.
- Research and present solutions or process improvements to management.
- Provide a high level of customer service and ensure overall investor satisfaction.
- Maintain and follow procedures and controls within the monthly process.
- Assist with internal and external audits.
- Utilize Microsoft Excel and SQL for data analysis and reporting.
- Research variances and open items identified through the reconciliation process.
- Possess an understanding of pooling and servicing agreements/GSE Servicing Guides.
- Perform related duties as assigned by management.
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: Corporate Social Responsibility program, Volunteer Time Off (VTO) day, Employee Matching Gifts Program, Newrez Grants Program.
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