Senior Investor Reporting Analyst - Remote

Freedom Mortgage

Moorestown Township (NJ)

Remote

USD 75,000 - 110,000

Full time

6 days ago
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Job summary

Freedom Mortgage in Moorestown, New Jersey is seeking an Analyst, Investor Rept Sr to prepare and reconcile monthly investor reports and remittances, and to process cash movements while responding to internal and external inquiries related to investor reporting.

Strong analytical skills, attention to detail, and familiarity with FNMA/Freddie Mae reporting and tools like Fiserv or Business Objects are essential. This remote role supports audits, training, and ongoing investor communications.

Qualifications

  • Bachelor’s Degree from a Four (4) year College or University; or one (1) to two (2) years related experience and/or training; or equivalent combination of education and experience.
  • Experience with Fannie Mae, Freddie Mac, and Ginnie Mae reporting and reconciliation, including FNMA schedules 1,2 and 3
  • Strong analytical skills with an excellent math aptitude
  • Strong attention to detail
  • Experience with Fiserv, Business Objects, or Monarch is a plus

Responsibilities

  • Analyze system cutoff activity based on the remittance’s methodology.
  • Perform pool to security reconciliations and test of expected cash analysis. Quantify overages and shortages and take steps to clear variances.
  • Prepare reports and remit funds associated with the monthly loan activity to the investors.
  • Monitor P&I custodial accounts to ensure no overdrafts occur and advance funds if needed.
  • Manage relationships with GSE and non GSE representatives as it relates to servicing and investor reporting.
  • Balance scheduled/scheduled, actual/actual, or scheduled/actual loan level and pool level portfolios, reporting monthly balances and remittances according to investor guidelines.
  • Be aware of new publications published by All Regs and update investor reporting policies and procedures to comply with the new requirements.
  • Research and clear cash adjustments before they become aged.
  • Handle daily inquiries from internal departments as it relates to investor reporting functions.
  • Respond timely to Investor inquiries or requests.
  • Prepare requested documentation for any internal or external audits.
  • Process loan transfers and portfolio reconciliations for acquired loans.
  • Provide requested data for any loans being service released.
  • Assist in training new hires when needed.
  • Identify and target key investor-related issues for research, analysis, and resolution preparing summary reports of findings.
  • Perform investor functionality testing in the service bureau system as needed.
  • Special projects as assigned.
  • Maintain regularand punctualattendance.

Skills

Analytical skills
Attention to detail
Math aptitude
Problem solving
Communication

Education

Bachelor’s Degree

Tools

Fiserv
Business Objects
Monarch

Job description

Freedom Mortgage in Moorestown, New Jersey is seeking an Analyst, Investor Rept Sr to prepare and reconcile monthly investor reports and remittances, and to process cash movements while responding to internal and external inquiries related to investor reporting.

Strong analytical skills, attention to detail, and familiarity with FNMA/Freddie Mae reporting and tools like Fiserv or Business Objects are essential. This remote role supports audits, training, and ongoing investor communications.

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