Investor Reporting Manager

Triad Financial Services Inc; Jacksonville (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Triad Financial Services Inc is seeking an Investor Reporting Manager to lead the Investor Reporting department, overseeing daily and weekly transactions and the month-end close, ensuring accurate investor remittances and reconciliations.

The role requires 5+ years in accounting or finance, deep knowledge of manufactured housing market regulations, and strong communication, analytics, and stakeholder-management skills.

Qualifications

• 5+ years of accounting/finance background.
• In-depth understanding of the manufactured housing market and related financial regulations is a plus.

Responsibilities

• Oversee Investor Reporting operations, including daily/weekly transactions and month-end close.
• Support development and implementation of strategic plans for the manufactured home mortgage servicing division.
• Manage servicing transfers inbound, internal, and outbound for tracking and reconciliation.
• Monitor and support servicing of Freddie Mac loan portfolio.
• Develop policies for servicing manufactured home loans related to Investor Reporting.
• Monitor regulatory changes to ensure compliance and competitive positioning.
• Build and maintain relationships with investor clients, dealers, builders, and industry stakeholders.
• Provide support for investor remittances and resolve disputes.
• Collaborate with accounting on investor relations.
• Establish and monitor performance metrics for investor reporting daily operations.

Skills

Mortgage underwriting

Communication skills

Analytical thinking

Relationship management

Regulatory compliance

Job description

About this position

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Investor Reporting Manager to join our growing team.

Essential Functions:

• Responsible for all operations within Triad’s Investor Reporting department, including daily and weekly transactions, support the month-end close process, monthly reconciliations and validation of the monthly investor remittances.
• Provides support for the development and implementation of strategic plans for the manufactured home mortgage servicing division.
• Manage all servicing transfers inbound, internal, and outbound for tracking and reconciliation.
• Monitor and support the servicing of Triad’s Freddie Mac loan portfolio.
• Develop policies and procedures for servicing manufactured home loans as it relates to Investor Reporting.
• Monitor regulatory changes affecting servicing to ensure compliance and competitive positioning.
• Build and maintain relationships with investor clients, manufactured home dealers, builders, and other industry stakeholders.
• Provide support for investor clients to remit funds for corporate advances. Ensure investors remit payment monthly and handle any disputes that may arise.
• Work with accounting regarding any investor relations needed between accounting and servicing.
• Monitor and facilitate any changes in monthly investors. (Adding, Deleting, Mergers and Acquisitions)
• Facilitate opening custodial bank accounts for each investor and ensure accurate reporting for each custodial account that is set up in MSP servicing platform.
• Review and contribute to new Servicing contracts to monitor and track changes.
• Assist Cash Manager with any MSP platform reporting issues that may arise.
• Responsible for any employee development regarding investor relations.
• Ensure all MSP daily balancing occurs and tracked accordingly.
• Ensure that all system maintenance is completed timely and accurately.
• Support senior management with projects as needed.
• Establish and monitor performance metrics for investor reporting for daily operations.
• Assist with Servicing projects as needed.
• Maintain and monitor regulatory filings as needed for Servicing.

Education and/or Work Experience Requirements:

• 5+ years of accounting/finance background.
• In-depth understanding of the manufactured housing market and related financial regulations a plus

Knowledge, Skills, and Abilities:

• Strong knowledge of Fannie Mae, Freddie Mac, FHA, VA, and other mortgage loan products for manufacture home underwriting guidelines
• Excellent communication, negotiation, and presentation skills
• Strong analytical and problem-solving abilities
• Ability to establish and maintain relationships with industry partners, clients, and stakeholders
• Commitment to maintaining compliance with all federal, state, and local regulations

Physical Demand:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.