Hybrid Loan Servicing & Investor Reporting Analyst

Univest Financial Corp; Souderton (Montgomery County); On-site; USD 29,000 - 40,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan

Paid Time Off

Short Term Disability

Holiday Time Off

Commissions

Life Insurance

Tuition reimbursement

Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corp. is seeking a dedicated Loan Servicing and Investor Reporting Analyst to join our Souderton, PA team. The role focuses on interpreting loan documents, reconciling investor requirements, and maintaining reporting procedures across the loan portfolio.

You will support month-end processes, ensure accuracy of amortization and interest calculations, and collaborate with internal and external stakeholders. A business-oriented degree and relevant experience are preferred.

Qualifications

• Bachelor’s degree preferred in a business-oriented field such as accounting or finance with a minimum of 3 years experience or equivalent education and experience.
• Comprehension of mortgage, commercial, and consumer loans is a plus.
• Ability to read and comprehend complex loan contracts.
• Desire to learn investor requirements to complete accurate reconciliations daily.
• Ability to perform loan accounting computations including interest accruals, amortizations, and billing calculations.
• Innovative and able to multi-task with analytical problem-solving in a fast-paced environment.
• Willingness to learn current processes and systems and suggest enhancements for better workflow and efficiency.
• Excellent organizational, analytical, prioritizing, and problem-solving skills.
• Ability to work independently in a fast-paced, demanding environment and provide great internal and external service.
• Proficiency with Microsoft Office Suite.
• Flexibility to work longer hours at month-end and year-end.

Responsibilities

• Interpret and translate complex loan documents for commercial, mortgage, and consumer loans for the JH operating system, including CIF input and AFT setup.
• Maintain collaboration with team and internal/external customers to ensure accurate operations and service across loan portfolio channels.
• Create and maintain Investor Reporting desktop procedures.
• Assist with input, verification and scanning of loan documents; provide training as needed.
• Oversee daily review of key operational reports, investigate exceptions, and ensure audit controls.
• Manage the monthly PRA reporting process, monitor activity, resolve discrepancies, and process month-end wires.
• Research and resolve problems and provide timely resolutions.
• Ensure compliance with laws and Univest Code of Conduct.

Skills

Loan accounting

Amortization

Data reconciliation

Analytical ability

Customer service

Attention to detail

Multitasking

Independent worker

Education

Bachelor–s degree in business/finance

Tools

Microsoft Office Suite

Job description

Univest Financial Corp. is seeking a dedicated Loan Servicing and Investor Reporting Analyst to join our Souderton, PA team. The role focuses on interpreting loan documents, reconciling investor requirements, and maintaining reporting procedures across the loan portfolio.

You will support month-end processes, ensure accuracy of amortization and interest calculations, and collaborate with internal and external stakeholders. A business-oriented degree and relevant experience are preferred.