Sr. Investor Reporting Analyst

3 weeks ago


Greenville, United States Newrez Full time

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.

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


 Company Benefits :
• 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

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



  • Greenville, United States Newrez Full time

    Primary Function The Default Investor Reporting Analyst II is responsible for the daily and monthly activities for the Fannie Mae, Freddie Mac, Ginnie Mae, FHA, VA, USDA and Private Investor portfolios, including reporting, and reconciliation resolution. This individual will provide guidance and oversight to less senior team members and help create and...


  • Greenville, United States Newrez Full time

    Primary Function The Team Lead Investor Reporting is responsible for overseeing the daily and monthly activities for the Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios, including reporting, remittances, and reconciliation resolution. The Team Lead Investor Reporting is responsible for the setup, reporting, and remitting on new...


  • Greenville, United States Thermo Fisher Scientific Full time

    Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description The role of IT Sr. Business Analyst is to oversees medium to large projects, or in some cases multiple small to medium projects, typically at the Division level. Project management responsibilities include the coordination and completion of projects on time within budget and...


  • Greenville, United States Thermo Fisher Scientific Full time

    Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description The role of IT Sr. Business Analyst is to oversees medium to large projects, or in some cases multiple small to medium projects, typically at the Division level. Project management responsibilities include the coordination and completion of projects on time within budget and...


  • Greenville, United States Vidant Health Full time

    Job Description ECU Health About ECU Health Medical Center ECU Health Medical Center, one of four academic medical centers in North Carolina, is the 974-bed flagship hospital for ECU Health and serves as the primary teaching hospital for The Brody School of Medicine at East Carolina University. ECU Health Medical Center has achieved Magnet designation...


  • Greenville, North Carolina, United States Vidant Health Full time

    Job Description ECU Health About ECU Health Medical CenterECU Health Medical Center, one of four academic medical centers in North Carolina, is the 974-bed flagship hospital for ECU Health and serves as the primary teaching hospital for The Brody School of Medicine at East Carolina University. ECU Health Medical Center has achieved Magnet designation twice...

  • Sr Data Analyst

    1 month ago


    Greenville, South Carolina, United States Thermo Fisher Scientific Full time

    Work ScheduleOtherEnvironmental ConditionsOfficeJob DescriptionBusiness informationThe Greenville, North Carolina, USA site is a large, multipurpose pharmaceutical development, manufacturing, and packaging campus. The operation provides both development and commercial services for sterile injectables forms.Position Summary:We are looking for a motivated data...

  • Sr Financial Analyst

    4 weeks ago


    Greenville, United States Advance America Cash Advance Full time

    The Financial Planning & Analysis team is responsible for all financial forecasting and planning for Purpose Financial and its family of brands. We work in a demanding environment; the ability to handle multiple projects and meet deadlines is require Financial Analyst, Financial, Financial Planning, Analyst, Business Partner, Forecasting, Banking

  • Credit Reporting

    1 month ago


    Greenville, United States NewRez LLC Full time

    Who we are Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners' mortgage...


  • Greenville, United States Nivalmi Consulting Full time

    Job DescriptionJob DescriptionReady for a rewarding career with IPS Packaging & Automation?With a passion for excellence in servicing their customers, IPS Packaging & Automation has an energetic, professional, and performance-based work environment.At their company, they value diversity, teamwork, and innovation. Join IPS in shaping the future of their sales...


  • Greenville, United States Nivalmi Consulting Full time

    Job DescriptionJob DescriptionReady for a rewarding career with IPS Packaging & Automation?With a passion for excellence in servicing their customers, IPS Packaging & Automation has an energetic, professional, and performance-based work environment.At their company, they value diversity, teamwork, and innovation. Join IPS in shaping the future of their sales...


  • Greenville, South Carolina, United States Prisma Health Full time

    As a senior level team member, this role takes a lead position in analyzing clinical, business and/or technical processes and problems and formulating and developing recommendations for new and modified systems that meet client and/or internal projec Analyst, Ambulatory, Computer Science, Information Technology, Project Management, Support, Healthcare


  • Greenville, United States L3Harris Technologies Full time

    Job Title: Sr Spec, Program Management Job Code: 11990 Job Location: Greenville, Texas Schedule: 9/80 Job Description: The Program Manager Sr. Specialist is responsible for directing the daily tasks and ongoing administrative functions of the program initiatives adhering to contractual obligations and subsequent reporting on program initiatives...


  • Greenville, United States TD Bank, N.A. Full time

    Description : Department Overview: The Regulatory Reporting Production team is responsible for preparation and oversight of the Call Reports, FR Y-9C reports and numerous other reports submitted to the Federal Reserve and other regulatory agencies. The team self-sources data from the general ledger as well as works with deliverable providers...

  • Financial Analyst

    2 days ago


    Greenville, United States Sodexo Live - Centerplate Catering Hospitality Services Full time

    We are seeking a results-oriented analyst with a proven track record in financial reporting and planning, exceptional organizational and communication skills, innovative thinking, and proficiency with emerging technologies. This position reports to t Financial Analyst, Financial, Financial Planning, Analyst, Accounting, Microsoft, Banking


  • Greenville, United States United Community Bank Full time

    Senior Model Validation AnalystThis is a full-time, non-remote positionUnited Community Bank is hiring for a Senior Model Validation Analyst. This position is responsible for managing and executing independent validation activities associated with both financial and non-financial risk models. This includes validating methods used for measuring and analyzing...


  • Greenville, United States Vidant Health Full time

    Job Description ECU Health About ECU HealthECU Health is a mission-driven, 1,708-bed academic health care system serving more than 1.4 million people in 29 eastern North Carolina counties. The not-for-profit system is comprised of 13,000 team members, nine hospitals and a physician group that encompasses over 1,100 academic and community providers...


  • Greenville, United States RTO National Full time

    Objective The Senior Financial Planning Analyst will play a key role in our financial planning process, leveraging expertise to provide insightful analysis and strategic analysis. With strong analytical skills and industry knowledge, and the support of the Director of PF&A, this role will support financial objectives while making well informed, data-driven...

  • BSA Analyst

    1 month ago


    Greenville, United States Greenville Federal Credit Union Full time

    Job Opening: BSA Analyst Join Greenville Federal Credit Union as a full-time BSA Analyst and be part of a dynamic team dedicated to upholding the highest standards of compliance and integrity. As a crucial member of our team, you will have the opportunity to make a real impact on our organization's success while ensuring we maintain regulatory compliance at...

  • Sr Business Analyst

    3 weeks ago


    Greenville, North Carolina, United States Thermo Fisher Scientific Full time

    Job Description Job Title: Senior IT Business Analyst Requisition ID: When you're part of the team at Thermo Fisher Scientific, you'll do important work, like helping customers in finding cures for cancer, protecting the environment or making sure our food is safe. Your work will have real-world impact, and you'll be supported in achieving your career...