Investor Reporting Analyst

Cornerstone Capital; Englewood, Northern (CO, KY); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Accidental Death & Dismemberment

Long-Term Disability

Short-Term Disability

FSA

HSA

401K

Life Insurance

Paid Parental Leave

Bonus potential

Job summary

Cornerstone Servicing, a division of Cornerstone Capital Bank, is seeking an Investor Reporting Analyst in Englewood, CO to prepare investor reporting for various deals and remittance types, from private actual/actual to complex private securities.

You will review reconciliations, ensure PSA compliance, monitor cash movements, and coordinate with internal teams on servicing events; 1–3 years of mortgage accounting plus a bachelor's degree requested.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 1–3 years of professional mortgage accounting experience.
• Proficient with Microsoft Office applications.
• Strong analytical, problem solving, and communication skills.
• Detail oriented with excellent organizational abilities.

Responsibilities

• Prepare, review, and submit monthly investor reports, remittances, and custodial account reconciliations.
• Ensure compliance with PSAs and contractual requirements.
• Balance servicing system reports and monitor cash movement and advancement.
• Coordinate loan movement and cash settlement with relevant teams.
• Handle investor inquiries and perform exception resolution.
• Collaborate with internal departments on servicing events.
• Complete special projects as requested by the Manager.

Skills

Analytical thinking

Attention to detail

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Excel

Job description

• Pay or shift range: $65,000 USD to $75,000 USD
  The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Description

***No agencies or 3rd party Recruiters please. Thank you! ***

Who we are:

Cornerstone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisfaction, employee retention and happiness! We employ people who are passionately committed to Cornerstone’s Mission, Vision & Core Convictions.

We honorGodby using our talents to make apositive differencein the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.

Who we are lookingfor:

Cornerstone Servicing is looking for an Investor Reporting Analyst to join our team in Englewood, CO! This position will prepare investor reporting for various types of investors and remittance types ranging from private actual/actual deals to more complex private securities and oversight of agency portfolio.

• Location: Englewood, CO
• Compensation: $65-75k

Key Responsibilities:

• Prepare, review, and submit monthly investor reports, remittances, and custodial account
  reconciliations.
• Ensure compliance with investor guidelines, pooling and servicing agreements (PSAs), and
  contractual requirements
• Ensure servicing system and reports are in balance and monitor cash movement and
  advancement requirements.
• Coordinate loan movement and cash settlement activity between the Loan Boarding/Service
  Transfer group, and the sellers
• Perform complex cash, principal, interest, escrow, corporate advance, and custodial
  reconciliations.
• Act as a primary point of contact for investor inquiries, and exception resolution.
• Collaborate with internal departments and understand the impact of servicing events on reporting
• Complete special projects as assigned by Manager

What you’ll need to be successful:

• Bachelors or equivalent experience Required
• 1-3 years of experience of professional accounting experience in a mortgage environment.
  Experience using Microsoft Suite (Word, Excel, Outlook, etc.)
• Strong analytical reasoning, problem solving and critical thinking skills
• Effective verbal and written communicator
• Must be well organized with attention to detail
• Excellent interpersonal and relationship building skills

What we offer:

Because we recognize and reward hard work, we offer a competitive salary, Medical, Dental, Vision, , Accidental Death, Long-Term Disability, Short-Term Disability, FSA, HSA, 401K, Basic Life, Voluntary Life, and Paid Parental Leave benefits, as well as the opportunity for a performance based bonus based on position and department.

What to do next:

If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, onceyou'rea part of our Cornerstone team, we'll continue to invest in you asa valuable assetto our company. As many of our team members can tell you, there's something special about working at Cornerstone.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.