Investor Reporting Analyst III

Select Portfolio Servicing, Inc.; Salt Lake City (UT); On-site; USD 55,000 - 85,000; Full time

Job summary

Select Portfolio Servicing, Inc. in Utah seeks an Investor Reporting Analyst to aggregate loan activity from various sources into remittance reports and ensure accurate custodial reconciliations.

You will remit funds to investors timely, resolve questions thoroughly, and communicate deal points to the appropriate parties, while mentoring others and owning ancillary reporting. Proficient in Excel, SQL, and Black Knight/LPS to drive data-driven decisions.

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong written and oral communication skills.
• Proficient in Microsoft Excel; data interpretation and decision-making abilities.

Responsibilities

• Aggregate loan activity from various sources into summary remittance reports.
• Reconcile custodial bank accounts to loan activities accurately and timely.
• Remit funds due to investors accurately and timely.
• Research and resolve questions timely, accurately, and thoroughly.
• Understand and utilize systems: Excel, SQL, and Black Knight/LPS.
• Ensure all deal points are completely analyzed and communicated to the appropriate parties.
• Owns ancillary reporting and/or processes.
• Trains and mentors other Investor Reporting Analysts.

Skills

communication skills

analytical skills

data literacy

Education

Bachelor's degree or equivalent experience

Tools

Excel

SQL

Black Knight/LPS

Job description

• Aggregate loan activity from various sources into summary remittance reports
• Reconcile custodial bank accounts to loan activities accurately and timely
• Remit funds due to investors accurately and timely
• Research and resolve questions timely, accurately, and thoroughly
• Understand and utilize systems: Excel, SQL, and Black Knight/LPS
• Ensure all deal points are completely analyzed and communicated to the appropriate parties
• Owns ancillary reporting and/or processes
• Trains and mentors other Investor Reporting Analysts

Minimum Qualifications:

• Bachelor's or equivalent experience
• Strong written and oral communication skills
• Proficient in Microsoft Excel
• Analytical skills for effective data interpretation and decision-making

Preferred Qualifications:

• 3-5 years of experience in Investor Reporting or Accounting related functions
• Working knowledge of Investor Reporting concepts and/or requirements
• Demonstrated ability to organize and manage tasks simultaneously
• High levels of data literacy, including abilities in SQL, VBA, Python, or equivalent technical skills