Investor Reporting Analyst Senior

1 day ago

Coppell, Texas, United States Shellpoint Mortgage Servicing Full time
Job Summary

We 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 Responsibilities
  • Prepare reports with strict adherence to reporting requirements and collaborate with other departments on joint initiatives.
  • Submit monthly remittances on assigned portfolios within the applicable required remittance deadlines.
  • 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 exceptional customer service and ensure overall investor satisfaction, as well as manage scorecard performance where applicable.
  • Demonstrate flexibility to ever-changing business needs and requirements.
  • Possess an understanding of pooling and servicing agreements/GSE Servicing Guides.
  • Perform quarterly reviews and updates of department policies and procedures.
  • Provide direction, leadership, training, motivation, coaching, and assessment to ensure optimum performance in support of company and department goals as needed.
  • Present cohesively and confidently to senior management regarding project statuses, issues, and concerns, recommendations, etc.
  • Collaborate with upper management, internal departments, and/or analysts to ensure overall company goals are consistently met.
  • Create summary or modified work-product that responds to audit, rating agency, or other inquiries and requests of management.
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 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 the ability to multitask 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 Perks

We offer a comprehensive benefits package, including medical, dental, vision, life, disability insurance, 401(k) plan with company match, employee assistance plan, performance-based incentives, pet insurance, and advancement opportunities.

Equal Employment Opportunity

We are 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.

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