Investor Reporting Analyst

Union Home Mortgage; Strongsville (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Union Home Mortgage in Strongsville, OH, is seeking an Analyst to handle reporting, reconciliations and remittances for agencies and investors. The role requires accuracy, timely processing, and clear communication for servicing inquiries.

The ideal candidate has a Bachelor's in Business/Finance and a strong background in Excel, VBA-like tasks, and financial analysis, with a focus on detail and problem resolution in a fast-paced environment.

Qualifications

• Proficiency in Microsoft Office, especially Word, Excel (VLOOKUP and pivot tables) and PowerPoint.
• Strong problem solving and analytical abilities.
• High attention to detail and numerical accuracy.

Responsibilities

• Conduct accurate and timely monthly reporting and remitting for agencies and investors.
• Perform monthly and daily reporting tasks for Investors.
• Process reconciliations and maintain records as specified in servicing agreements.
• Update loans within the servicing software and respond to inquiries and issues promptly.

Skills

Microsoft Office

Analytical skills

Attention to detail

Problem solving

Mathematical skills

Education

Bachelor’s degree in Business/Finance

Tools

Excel (VLOOKUP, Pivot Tables)

PowerPoint

Job description

Job Details Job Location: Strongsville, OH 44136 Job Category: Loan Servicing Responsible for reporting, reconciling and remitting to agencies and investors. The Analyst ensures activity, balances, payments, and reporting are carried out in a controlled, timely and accurate manner. This position will provide prompt and accurate responses to servicing inquiries and concerns, both internal and external.

At UHM, we understand diversity comes in many different forms. It’s our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!

DUTIES & RESPONSIBILITIES

• Conduct accurate and timely monthly reporting and remitting for agencies and investors in accordance with investor guidelines
• Perform monthly and daily reporting tasks for Investors
• Process daily, monthly and miscellaneous reconciliations timely and accurately
• Maintain accurate records of each investor’s accounting and reporting requirements as specified in servicing agreements
• Review each loan for accuracy of data and completeness of investor requirements
• Research, identify and provide timely resolutions to all investor issues and reporting exceptions
• Update loans within the servicing software to assigned investors
• Ensures that services are delivered professionally and efficiently with prompt problem resolution
• Maintains current knowledge of all policies, procedures and other documentation for investor accounting
• Update internal system regarding status of loans
• Update paid in full loans within MERS (Mortgage Electronic Registration System) registry and cancel eNotes
• Review and respond to credit bureau disputes
• And additional responsibilities as assigned

QUALIFICATIONS / SKILLS REQUIRED

• Proficiency in Microsoft Office, specifically Word, Excel (vlookup & pivot tables) and PowerPoint
• Strong problem solving/analytical skills
• Strong mathematical skills
• High attention to detail

EDUCATION & EXPERIENCE

• Mortgage Servicing experience is preferred but not required
• Bachelor’s degree in Business/Finance preferred

This employer participates in E-Verify. If hired, the employer will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Union Home Mortgage Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.