Investor Reporting Team Lead — Excel & Data Mastery

Newrez; Coppell (TX); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) Retirement plan with employer M

Paid Maternity Leave/Parental Bonding/

Tuition & Certification reimbursement

Employee Mortgage Loan Program

Volunteer Time Off (Newrez NOW)

Matching Gifts Program

Job summary

Newrez seeks a Team Lead Investor Reporting to oversee daily and monthly reporting for investor portfolios, ensuring accuracy and timeliness. The role trains staff, collaborates with investor accounting and finance, and resolves exceptions with strong communication skills.

The ideal candidate has 6+ years in investor reporting, advanced Excel, and SQL experience, plus the ability to manage multiple tasks while meeting deadlines in a fast-paced environment.

Qualifications

• Bachelor's Degree in Accounting or Finance preferred.
• 6+ years of Investor Reporting experience required.
• Advanced MS Excel experience including pivot tables, VLOOKUPs and other complex formulas.
• Proficient in MS Word and PowerPoint.
• SQL or other database reporting experience preferred.
• Strong problem solving and analytical skills.
• Proven ability to build strong relationships with stakeholders and interact with Senior Management.
• Strong organizational and time management skills with attention to detail.
• Self-motivated with excellent organization skills.

Responsibilities

• Oversee monthly and daily investor reporting for portfolios (Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor).
• Ensure reports are accurate, on time, and meet contractual SLAs; resolve coding issues and update policies.
• Coordinate with staff and internal partners to resolve external issues and ensure data accuracy.
• Confirm timely sending of reports and wire requests related to monthly reporting and remittances.
• Collaborate with investor accounting and finance on reconciliations including P&I, service fees, and advances.
• Review reports for formatting, month-to-month consistency, and large transaction investigations; mentor staff.

Skills

Investor Reporting

Communication

Problem Solving

Relationship Building

Time Management

Attention to Detail

Education

Bachelor's Degree in Accounting or Finance

Tools

MS Excel

SQL

MS Word

PowerPoint

Job description

Newrez seeks a Team Lead Investor Reporting to oversee daily and monthly reporting for investor portfolios, ensuring accuracy and timeliness. The role trains staff, collaborates with investor accounting and finance, and resolves exceptions with strong communication skills.

The ideal candidate has 6+ years in investor reporting, advanced Excel, and SQL experience, plus the ability to manage multiple tasks while meeting deadlines in a fast-paced environment.