Investor Reporting Specialist, Asset Management

JP Morgan Chase; Plano (TX); On-site; USD 75,000 - 100,000; Full time

Job summary

JPMorganChase is seeking an Investor Reporting Associate within the Servicing and Asset Management team. You will focus on multifamily, commercial, affordable, and structured loans, coordinating with Fannie Mae, Freddie Mac, and master servicers to ensure timely reporting and remittance.

The role requires attention to detail, strong communication, and ability to meet strict deadlines, with opportunities to lead reporting projects and interact with investors and auditors.

Qualifications

• Minimum of 3 years of experience in investor reporting and/or commercial loan servicing activities.
• Strong attention to detail and accuracy.
• Excellent business communication skills and ability to collaborate effectively with internal departments.
• Ability to multitask and manage competing deadlines with minimal supervision.

Responsibilities

• Prepare cash reporting and remittances to investors, including Fannie Mae and Freddie Mac.
• Ensure accurate and timely submission of investor reports, including those for Fannie Mae, Freddie Mac and master servicers, and support other reporting activities, such as reconciliations and loan sales processing.
• Ensure compliance with agency guides, servicing agreements, and key dates/terms from servicing contracts, addressing exceptions as needed.
• Adhere and understand to internal policies and procedures, process controls, quality standards, and management directives while meeting contractual obligations to investor clients and external parties.
• Stay current with rapidly evolving, fast-paced business initiatives and adapt quickly to shifting priorities.
• Develop a strong understanding of the broader business context and how team deliverables align to overall objectives and outcomes.
• Research and summarize results to respond comprehensively to inquiries from investors, auditors, rating agencies, and other stakeholders.
• Maintain strong investor relations and interact effectively with internal and external customers.
• Document and maintain procedures for responsible tasks.
• Assume additional responsibilities as needs change and opportunities arise.

Skills

Attention to detail

Communication skills

Multitasking

Education

Bachelor's degree in Business, Accounting, or equivalent work experience

Tools

Excel

Job description

JPMorganChase is seeking an Investor Reporting Associate within the Servicing and Asset Management team. You will focus on multifamily, commercial, affordable, and structured loans, coordinating with Fannie Mae, Freddie Mac, and master servicers to ensure timely reporting and remittance.

The role requires attention to detail, strong communication, and ability to meet strict deadlines, with opportunities to lead reporting projects and interact with investors and auditors.