TRAIL Rising Leaders Program - Investor Reporting

newrez; Coppell (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package

Job summary

Newrez in Coppell, TX is seeking a recent graduate to join the TRAIL Operations Specialist program—a 12-month rotational leadership development track with hands-on experience and mentorship. You will support investor reporting, cash flow analysis, and process improvements while earning a competitive salary and benefits.

The program begins July 2027 and is designed to build future leaders through exposure to government and private mortgage reporting, accounting, and business analytics in a

Qualifications

• Bachelor's Degree from accredited college or university.
• Degree in Finance, Accounting or Business Administration preferred.
• Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.

Responsibilities

• Prepare and review investor reporting data for government and private mortgage loans.
• Learn cash flow functions based on loan activity.
• Review and reconcile bank transactions in relation to cash flow and loan activity.
• Perform duties under direction of experienced personnel to gain knowledge for promotion to a management position.
• Perform business analyses and provide recommendations to leadership for business and process changes.
• Receive training and perform duties to become familiar with company policies and best practices.
• Help champion the Process Improvement discipline within the organization and implement necessary steps and tools.
• Attend sponsored training classes and attain certain certifications.
• Performs related duties as assigned by supervisor.

Skills

Excel

Tableau

PowerPoint

Visio

Analytical skills

Communication

Teamwork

Adaptability

Education

Bachelor's Degree (Finance/Accounting/Business Admin)

Tools

Tableau

PowerPoint

Visio

Job description

Who We Are

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.

Primary Function

Designed specifically for recent college graduates, the TRAIL (Tools Required for Advancement Into Leadership) program is a 12-month rotational leadership-development program that enables recent college graduates to gain practical, on-the-job leadership and management skills. TRAIL Operations Specialists are not interns, they are full-time employees, earning a competitive salary with benefits while being provided hands-on experience and mentorship from the assigned business area. The main objective of our program is to help strengthen the future leadership of the company by building a foundation in process improvement, presentation and leadership skills.

The Investor Reporting TRAIL Operations Specialist will get immersed in the following areas:

• FHLMC Investor Reporting
• Private Investor Reporting
• Investor Accounting

Overall. this team is responsible for tracking, reconciling, and reporting loan activity to the investors who own or guarantee the mortgages being serviced. They act as a critical bridge between servicing operations and investors.

The TRAIL program will begin July 2027.

Principal Duties

• Prepare and review investor reporting data for government and private mortgage loans.
• Learn cash flow functions based on loan activity.
• Review and reconcile bank transactions in relation to cash flow and loan activity.
• Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience required for promotion to a management position. These duties will involve decisioning in real world account management scenarios.
• Performs business analyses and provides recommendations to leadership for business and process changes
• Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices
• Observes experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties.
• Help champion the Process Improvement discipline within the organization and implement the steps and tools necessary to successfully complete projects.
• Will be required to attend company sponsored training classes and attain certain certifications.
• Performs related duties as assigned by supervisor.

Education and Experience Requirements

• Bachelors Degree from accredited college or university
• Degree in Finance, Accounting or Business Administration preferred.

Knowledge, Skill, and Ability Requirements

• Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
• Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership.
• Excellent written and verbal communication skills
• Proficiency in quantitative analysis
• Ability to adapt
• Willingness to learn
• An entrepreneurial business mindset.
• Strong business communication skills with an ability to work well in a collaborative environment.
• Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
• Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.).
• Experience with PowerPoint and Visio a plus.

Applicants must be legally authorized to work in the United States. Newrez does not consider visa sponsorship for early career program opportunities. Applicants who require sponsorship now or in the future are not eligible for this position, this includes applicants with a temporary work authorization such as F-1 students on OPT or STEM OPT.

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.

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.