Chief Investor Reporting & Cash Management

Planet Home Lending, LLC; Irving (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Planet Home Lending, LLC seeks a Vice President of Investor Reporting & Cash Management to oversee investor reporting/remittance, cash management, and related loss analysis. This leader mentors staff, drives automation, and guides policy improvements in a fast-paced mortgage environment.

The role requires deep experience in mortgage servicing, risk management, and regulatory compliance, with a focus on efficiency gains and performance metrics across the team.

Qualifications

• Bachelor’s degree or equivalent related work experience required.
• Minimum of twelve (12) years in mortgage/banking and/or loan servicing experience.
• Minimum of five (5) years related leadership experience in Cash and Investor Reporting & Loss Analysis.

Responsibilities

• Develops, maintains, and executes strategic plans for the department to achieve continued growth and performance along with automation and efficiency improvements.
• Oversees the continued development of the Loss Analysis department providing additional risk management surrounding emerging changes in the industry
• Reviews performance of staff to ensure standards are being adhered to, and goals and objectives are achieved. Formulates performance standards, conducts evaluations and initiates personnel actions.
• Monitors monthly operational statistics and reports; analyzes trends, variances, and problem areas. Provides accurate reporting results, including production statistics, actual result to goal and forecasting projections.
• Establishes and directs team on daily and monthly performance matrices. Leads team to achieve and exceed minimum performance metrics.
• Identifies, develops and implements processes and procedures to enhance departmental performance.
• Ensures compliance with regulatory agency, investor contracts, company guidelines and standards. Reviews and maintains investor contracts to ensure compliance. Responds to monthly quality control reviews and assists on external audits.
• Performs other duties as assigned.

Skills

Leadership

Strategic planning

Regulatory knowledge

Communication

Problem-solving

Time management

Multi-tasking

Attention to detail

Education

Bachelor’s degree or equivalent

Tools

MS Excel

Microsoft Windows

Investor reporting software

Job description

Planet Home Lending, LLC seeks a Vice President of Investor Reporting & Cash Management to oversee investor reporting/remittance, cash management, and related loss analysis. This leader mentors staff, drives automation, and guides policy improvements in a fast-paced mortgage environment.

The role requires deep experience in mortgage servicing, risk management, and regulatory compliance, with a focus on efficiency gains and performance metrics across the team.