Sr. Investor Reporting Analyst
4 months ago
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
-
Investor Reporting Analyst
1 month ago
Greenville, United States Robert Half Full timeJob DescriptionJob DescriptionRobert Half is looking for a detail-oriented and experienced Investor Reporting Analyst II to join our client’s team on a contract basis for 4-6 months. This opportunity is 100% remote. As a Investor Reporting Analyst II, you will be responsible for the Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios,...
-
Investor Reporting Analyst II
4 months ago
Greenville, United States Newrez Full timePrimary 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...
-
Investor Reporting Specialist
1 month ago
Greenville, South Carolina, United States Newrez Full timeJob SummaryWe are seeking a highly skilled Investor Reporting Analyst II to join our team at Newrez. As a key member of our mortgage servicing team, you will be responsible for providing exceptional service to our investors and customers by ensuring accurate and timely reporting, reconciliation, and resolution of issues.Key ResponsibilitiesPrepare and review...
-
Investor Reporting Senior
1 month ago
Greenville, South Carolina, United States Newrez Full timeInvestor Reporting SeniorWe are seeking a highly skilled Investor Reporting Senior to join our team at Newrez. As a key member of our team, you will be responsible for preparing monthly reports, reconciliations, research, and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines.Responsibilities:Prepare reports with strict...
-
Investor Reporting Senior
1 week ago
Greenville, South Carolina, United States Newrez Full timeJob SummaryWe are seeking a highly skilled Investor Reporting Senior to join our team. As a key member of our organization, you will be responsible for preparing monthly reports, reconciliations, research, and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines.Key ResponsibilitiesPrepare reports with strict adherence to...
-
Investor Reporting Team Lead
5 months ago
Greenville, United States Newrez Full timePrimary 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...
-
Commercial Insurance Analyst
4 weeks ago
Greenville, South Carolina, United States Armada Analytics Full timeJob Title: Commercial Insurance AnalystWe are seeking a highly skilled Commercial Insurance Analyst to join our team at Armada Analytics. As a Commercial Insurance Analyst, you will be responsible for conducting comprehensive insurance reviews for commercial real estate lenders, ensuring compliance with lender and investor requirements.Key...
-
Investment Reporting Specialist
2 weeks ago
Greenville, South Carolina, United States Newrez Full timeKey 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...
-
Corporate Financial Reporting and Tax Analyst
2 weeks ago
Greenville, North Carolina, United States Vidant Health Full timeJob Title: Corporate Financial Reporting and Tax Analyst Job Summary: We are seeking a highly skilled Corporate Financial Reporting and Tax Analyst to join our team. The successful candidate will be responsible for coordinating the annual external financial statement audit and all tax-related reporting requirements. Key Responsibilities: Coordinates the...
-
Commercial Insurance Analyst I
1 week ago
Greenville, South Carolina, United States Armada Analytics Full timeJob SummaryArmada Analytics is seeking a skilled Commercial Insurance Analyst I to join our team. The ideal candidate will have a strong understanding of commercial property and casualty insurance, as well as excellent analytical and communication skills.Key ResponsibilitiesConduct annual reviews of ACORD insurance forms to ensure compliance with investor...
-
Treasury Analyst
1 week ago
Greenville, South Carolina, United States Global Lending Services Full timeWhy GLS? At Global Lending Services, we're committed to providing affordable and reliable transportation solutions to our customers. As a Treasury Analyst, you'll play a crucial role in monitoring and maintaining our liquidity by borrowing from commercial banks, issuing securitization transactions, and managing cash flow operations. What You'll Do:Manage...
-
Application Analyst Sr.
4 days ago
Greenville, United States Prisma Health Full timeInspire health. Serve with compassion. Be the difference. Job Summary 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 project requirements. Provides more advanced...
-
Data Analyst
2 weeks ago
Greenville, South Carolina, United States ScanSource Full timeJob Title: Data AnalystScanSource is seeking a highly skilled Data Analyst to join our team. As a Data Analyst, you will be responsible for auditing and analyzing monthly commission reports and addendums.Key Responsibilities:Maintain and build Business Intelligence (BI) reportingAudit commission supplier reports and partner commission reportsAudit Addendums...
-
Corporate Financial Reporting and Tax Analyst
4 months ago
Greenville, United States Vidant Health Full timeJob 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...
-
Refund Analyst
4 weeks ago
Greenville, North Carolina, United States Vidant Health Full timeJob SummaryWe are seeking a highly skilled Refund Analyst to join our team at Vidant Health. As a Refund Analyst, you will be responsible for researching and resolving patient accounts with credit balances, validating and processing third-party payer refund requests, and compiling and submitting quarterly governmental credit balance reports.Key...
-
Senior Business Intelligence Analyst
3 weeks ago
Greenville, South Carolina, United States TD Bank Full timeJob Title: Senior Business Intelligence AnalystTD Bank is seeking a highly skilled Senior Business Intelligence Analyst to join our team. As a Senior Business Intelligence Analyst, you will be responsible for providing specialized end-to-end BI support, visualization/presentation, and solutions for a significant business/function and/or...
-
Financial Operations Manager
2 weeks ago
Greenville, South Carolina, United States Jobot Full timeController - Financial AnalysisWe are seeking a highly skilled Controller to join our team at a leading healthcare institution in Greenville, SC. As a key member of our financial operations team, you will play a critical role in ensuring the accuracy and integrity of our financial reporting and analysis.About UsWe are one of the largest operators of...
-
Business Systems Analyst
1 week ago
Greenville, South Carolina, United States L3 Technologies Full timeJob Title: Business Systems AnalystJob Code: 15468Job Location: GreenvilleSchedule: 9/80 AltJob Description:The Business Systems Analyst will provide financial support and management in a matrixed organization. This role will be responsible for forecasting, developing and maintaining metrics and charts, and providing explanations to deviation to forecast,...
-
Financial Analyst
1 week ago
Greenville, South Carolina, United States The Louris Group Full timeJob OverviewWe are seeking a highly skilled Financial Analyst to join our team at The Louris Group LLC. As a key member of our financial team, you will be responsible for preparing and analyzing financial records, financial statements, and taxes for our company.Key Responsibilities:Prepare and examine accounting records, financial statements, and...
-
Financial Analyst
23 hours ago
Greenville, South Carolina, United States The Louris Group Full timeJob DescriptionWe are seeking a highly skilled Financial Analyst to join our team at The Louris Group LLC. As a key member of our financial team, you will be responsible for preparing and analyzing financial records, financial statements, taxes, and other financial reports.Key Responsibilities:Prepare and examine accounting records, financial statements, and...