Investor Operations Analyst

Newrez; Coppell (TX); Vor Ort; USD 52.000 - 70.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401(k) match

Paid time off

Zusammenfassung

Newrez is seeking an entry-level Investor Services Analyst in Coppell, TX to support daily and monthly reporting, remittances, and reconciliations for investor portfolios. You will gain hands-on experience in data analysis, accounting, and investor operations while working with experienced teammates.

The role begins with a solid foundation in Excel, data accuracy, and collaboration, offering growth and exposure to mortgage industry processes and reporting standards.

Qualifikationen

• Bachelor’s Degree from an accredited college or university.
• Preferred majors: Business, Finance, Accounting, Economics, or related fields.

Aufgaben

• Assist with investor reports, remittance files, and related accounting entries.
• Support monthly reconciliations for custodial accounts.
• Research and help resolve data discrepancies and variances.
• Learn to facilitate remittance wires and journal entries under supervision.
• Collaborate with team to maintain accurate records and resolve issues.
• Follow procedures to ensure compliance and accuracy.
• Participate in internal and external audit support activities.
• Perform ad-hoc reporting and analysis as needed.
• Use Excel to analyze data and create reports.
• Communicate information clearly to others.
• Perform related duties as assigned by management.

Kenntnisse

Excel

Data analysis

Attention to detail

Communication skills

Team collaboration

Adaptability

PowerPoint

Tableau

Visio

Ausbildung

Bachelor’s Degree

Related fields preferred

Tools

Tableau

PowerPoint

Visio

Jobbeschreibung

Newrez is seeking an entry-level Investor Services Analyst in Coppell, TX to support daily and monthly reporting, remittances, and reconciliations for investor portfolios. You will gain hands-on experience in data analysis, accounting, and investor operations while working with experienced teammates.

The role begins with a solid foundation in Excel, data accuracy, and collaboration, offering growth and exposure to mortgage industry processes and reporting standards.