Investor Reporting Lead — On-Site

Coast One Mortgage; Coppell (TX); Vor Ort; USD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan with company, 1

Zusammenfassung

Newrez in Coppell, TX is seeking a Team Lead Investor Reporting to oversee the monthly and daily investor report processes and remittances on-site. You will manage and improve reporting workflows, ensure accuracy, and coordinate with investor accounting and finance teams.

The role requires a Bachelor’s in Accounting or Finance and 6+ years in investor reporting, with strong Excel skills and SQL knowledge. You will train staff, address issues, and support audits in a fast-paced environment.

Qualifikationen

• Bachelor's degree in Accounting or Finance preferred.
• 6+ years of Investor Reporting experience required.
• Strong analytical and problem-solving skills.

Aufgaben

• Verify monthly reports are produced accurately and on time.
• Coordinate with investor accounting and finance on reconciliations.
• Train staff on processes and changes; support internal audits.
• Develop and enhance standard operating procedures and ensure data quality.
• Handle ad-hoc reporting and maintain client satisfaction.

Ausbildung

Bachelor's Degree in Accounting or Finance

Tools

Microsoft Excel

SQL

PowerPoint

Jobbeschreibung

Newrez in Coppell, TX is seeking a Team Lead Investor Reporting to oversee the monthly and daily investor report processes and remittances on-site. You will manage and improve reporting workflows, ensure accuracy, and coordinate with investor accounting and finance teams.

The role requires a Bachelor’s in Accounting or Finance and 6+ years in investor reporting, with strong Excel skills and SQL knowledge. You will train staff, address issues, and support audits in a fast-paced environment.