Investment Reporting Specialist

1 month ago


Greenville, South Carolina, United States Newrez Full time

Key Responsibilities:

  • Manage daily and monthly activities for Fannie Mae, Freddie Mac, Ginnie Mae, FHA, VA, USDA, and Private Investor portfolios, including reporting and reconciliation resolution.
  • Provide guidance and oversight to junior team members and contribute to process documentation, automation, and analytical insights.
  • Prepare and review monthly investor reports, cash movements, and accounting entries in accordance with agreements.
  • Investigate, reconcile, and resolve investor issues and reporting exceptions in a timely manner.
  • Research operational, reporting, or data issues and present solutions or process improvements to management.
  • Ensure high-level customer service and manage scorecard performance where applicable.
  • 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.

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.

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