Manager – Investor Reporting
| Company | Newrez |
|---|---|
| Location | Coppell, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree in Accounting or Finance preferred.
- 6-8 years of Mortgage Servicing with 3+ years Investor Reporting experience required.
- Advanced MS Excel experience required including pivot tables, Vlookups and other complex formulas.
- Proficient in MS Word and PowerPoint
- Strong communication skills to interact with Senior Management and other business units.
- Working understanding of operational risks and related controls.
- Understanding of RegAB and USAP Guidelines.
Responsibilities
- Confirm monthly reports are produced and delivered in an accurate and timely manner including but not limited to loan level invoice and remit files while meeting the contractual SLA for each investor with a high rate of accuracy.
- Resolve any coding issues with reports by working with management to make the necessary changes and update policies and procedures.
- Teach reporting skills and research methods to the team while constantly looking to improve performance and innovate through automation.
- Partner with Investor Accounting as well as internal departments to ensure investor record is correctly reflected both in reporting and the system of record.
- Ensure monthly reconciliation outages are researched and resolved timely and correctly.
- Work with internal Investor Control team to ensure accurate information is supplied for various audits both internal and external.
- Confirm reports, and wire requests are being sent timely as it relates to the monthly reporting and remittances.
- Review reports before they are submitted externally. This includes checks for formatting issues, month-over-month consistency issues, contract billing agreement, full balance roll forward, and large transaction investigation.
- Coordinate with the department’s management to address issues identified so that reoccurring process issues can be remedied.
- Develops and enhances operational procedures.
- Perform other duties and special projects as assigned by management.
Preferred Qualifications
- SQL or other database reporting experience preferred
- Servicing Director knowledge a plus
- Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically.