Investor Reporting Lead — Data, Analytics & SLA Expert

Newrez LLC - Servicing; Coppell (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Newrez LLC - Servicing is seeking a Team Lead Investor Reporting in Coppell, TX to oversee daily and monthly activities for investor portfolios, including reporting, remittances, and reconciliations. You will train staff and collaborate with investor accounting and finance to ensure accuracy and timely resolution of exceptions.

The role emphasizes strong Excel skills, process improvement, and effective communication with senior management and partners.

Qualifications

• Bachelor's degree required or preferred in Accounting/Finance.
• 6+ years in Investor Reporting or related field.
• Strong problem solving and analytical skills.

Responsibilities

• Ensure monthly investor reports are produced accurately and timely.
• Coordinate with investor accounting, finance and internal partners on reconciliations.
• Train staff on investor reporting processes and changes.
• Oversee setup, reporting and remittance for new investors and review existing files.
• Identify and resolve reporting exceptions and drive process improvements.

Skills

Advanced MS Excel

Pivot tables

VLOOKUP

Strong communication

Team leadership

Education

Bachelor's Degree in Accounting or Finance

Tools

SQL

MS Word

PowerPoint

Job description

Newrez LLC - Servicing is seeking a Team Lead Investor Reporting in Coppell, TX to oversee daily and monthly activities for investor portfolios, including reporting, remittances, and reconciliations. You will train staff and collaborate with investor accounting and finance to ensure accuracy and timely resolution of exceptions.

The role emphasizes strong Excel skills, process improvement, and effective communication with senior management and partners.