Sr Investor Reporting Analyst

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

Job Description

Position Summary:

We are building something amazing. If you are smart, analytical, detailed and ready to be a difference maker, we want you to come join us and build something great With a focus on controls and accuracy, we will provide the ability to make an imprint on our automation, our strategy and direction.

The individual selected for the Investor Reporting Analyst Senior job will be responsible for preparing monthly reports, reconciling, research and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.

Responsibilities:

Under limited or minimal supervision,

• Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives.
• Prepare and submit for processing all 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 a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable.
• Demonstrate flexibility to ever-changing business needs and requirements.
• Possesses 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 as needed.
• Ability to 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.

Qualifications:

• 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.

Additional Information:

While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave
• Pet insurance
• Adoption Assistance
• Tuition reimbursement
• Employee Loan Program
• The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

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
• 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

Equal Employment Opportunity

We're 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.