Sr Investor Reporting Analyst (On-Site)

Coast One Mortgage; Coppell (TX); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan with employer 


Tuition & Certification reimbursement

Paid Maternity Leave/Parental Bonding/

Employee Mortgage Loan Program

Volunteer Time Off

Job summary

Newrez is seeking an Investor Reporting Analyst Senior to join our team in Coppell, TX. You will prepare monthly reports and remittance activities for FNMA portfolios, ensuring accuracy and adherence to guidelines while mentoring junior staff.

Responsibilities include reconciling issues, researching data anomalies, and building documentation and automation to improve reporting efficiency. This role requires strong communication with Senior Management and cross-functional collaboration.

Qualifications

• 3-5 years of Mortgage Servicing experience with 3+ years of Investor Reporting experience.
• Advanced MS Excel experience.
• Access, SQL, or other database reporting experience.
• Strong communication skills interacting with Senior Management.

Responsibilities

• Prepare monthly reports and remittance activities for FNMA portfolios.
• Reconcile and research investor reporting issues and provide timely resolutions.
• Develop process documentation and automation for reporting.
• Collaborate with management and other departments to meet reporting deadlines.
• Support quarterly policy reviews and team training as needed.

Skills

Mortgage Servicing experience

Investor Reporting

Analytical skills

Detail-oriented

Strong communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

MS Excel

Access

SQL

Job description

At Newrez, we bring big thinkers and caring doers together to make home happen. We're a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

Position Summary: We are building something amazing. If you are smart, analytical, detailed and ready to be a difference maker, we want you to come join us and build something great! With a focus on controls and accuracy, we will provide the ability to make an imprint on our automation, our strategy and direction. The individual selected for the Investor Reporting Analyst Senior job will be responsible for preparing monthly reports, reconciling, research and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.

Responsibilities

• Under limited or minimal supervision, Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives.
• Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines.
• Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions.
• Research operational, reporting, or data issues and present solutions or process improvements to management.
• Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable.
• Demonstrate flexibility to ever-changing business needs and requirements.
• Possesses an understanding of pooling and servicing agreements/ GSE Servicing Guides.
• Handle ad-hoc reporting or research as directed by management.
• Perform a quarterly review and update of department policies and procedures.
• Provide direction, leadership, training, motivation, coaching and assessment to ensure optimum performance in support of company and department goals as needed.
• Ability to present cohesively and confidently to Senior Management regarding project statuses, issues and concerns, recommendations, etc.
• Collaborate with upper management, internal departments and/or analysts to ensure overall company goals are consistently met
• Create summary or modified work-product that responds to Audit, Rating Agency or other inquiries and requests of management.

Qualifications

• High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred.
• 3-5 years of Mortgage Servicing experience with 3 + years of Investor Reporting experience.
• Advanced MS Excel experience.
• Access, SQL, or other database reporting experience.
• Servicing Director knowledge is a plus Solid math aptitude, with the ability to recognize mathematical causal relationships, and apply an analytical approach to research.
• Strong communication skills in order to interact with Senior Management and other business units.
• Prior work experience performing business, data, and/or statistical analysis is a plus Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines.
• Results-oriented with a sense of urgency Fast learner - able to assimilate new ideas and thrive in a fast-paced environment.

Additional Information

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We're a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution 401(k)
• Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
• Adoption Assistance
• Tuition & Certification reimbursement
• Employee Mortgage Loan Program
• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
• Newrez NOW: Through Newrez NOW, our Corporate Social Responsibility program, you'll have opportunities to give back, lead, and make a difference.
• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
• Matching Gifts Program - dollar-for-dollar up to $1,000
• Access to grants, nonprofit resources, and volunteer opportunities
• More than $6,000,000 donated since 2020
• 1 in 5 employees participates in at least one Employee Resource Group (ERG)

Equal Employment Opportunity

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

The right company in the right industry. In both good economic times and bad, people need homes - and mortgages to buy them. We help these people every day buy homes or refinance their current mortgage loans. In addition to offering an in-demand product, there are two things you should know about us: We value and reward entrepreneurial spirit, and we are growing. Few lenders are as innovative, as financially solid, as managed and on track to become America’s leading lender as the Newrez Family of Companies. We deliver products and services that turn prospects into delighted customers -providing abundant opportunity for the great people who work here. These competitive advantages set us apart, and they're why you can grow with us for the long term.