Hybrid Investor Reporting & Loan Servicing Analyst

Univest; Souderton (Montgomery County); Presencial; USD 29.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

401(k) plan with employer match

PTO 15 days annually

Short Term Disability 12 weeks

Holiday Time Off 11 days

Descripción de la vacante

Univest in Souderton, PA is seeking a dedicated Loan and Investor Reporting Analyst to manage loan accounting calculations, reconciliations, and investor reporting processes. You will collaborate with loan servicing teams and external stakeholders, maintain reporting procedures, and ensure compliance with applicable laws and Univest standards.

This role demands strong analytical skills and attention to detail, with month-end close responsibilities.

Formación

• Bachelor’s degree preferred in a business-oriented field such as accounting or finance with a minimum of 3 years experience or equivalent.
• Understanding mortgage, commercial, and consumer loans is a plus.
• Ability to read and comprehend complex loan contracts.
• Desire to learn investor requirements for accurate reconciliations on a daily basis.
• Ability to perform loan accounting computations: interest accruals, amortizations, and billing calculations.

Responsabilidades

• Interpret and translate complex loan documents for commercial, mortgage, and consumer loans for verification in the JH operating system, including CIF input, AFT setup, and FASB 91 handling.
• Collaborate with Loan Servicing and Investor Reporting staff and internal/external customers to ensure accurate operations across loan portfolios.
• Create and maintain Investor Reporting desktop procedures.
• Assist with input workflow, verification and scanning of loan documents; provide training as needed.
• Oversee daily operational reports, investigate exceptions, and complete required sign-offs for controls and audits.
• Manage the monthly PRA reporting process: monitor activity, resolve discrepancies, and process month-end wire transactions.
• Research and resolve problems in a timely manner.
• Ensure compliance with laws and Univest Code of Conduct.
• Perform other duties as assigned.

Conocimientos

Analytical ability

Multi-tasking

Attention to detail

Customer service

Educación

Bachelor’s degree in business/finance/accounting

3+ years experience in related field

Herramientas

Microsoft Office Suite

Descripción del empleo

Univest in Souderton, PA is seeking a dedicated Loan and Investor Reporting Analyst to manage loan accounting calculations, reconciliations, and investor reporting processes. You will collaborate with loan servicing teams and external stakeholders, maintain reporting procedures, and ensure compliance with applicable laws and Univest standards.

This role demands strong analytical skills and attention to detail, with month-end close responsibilities.