VP Investor Reporting & Cash Management

Planet Home Lending, LLC; Irving (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Planet Home Lending, LLC seeks a Vice President of Investor Reporting & Cash Management to oversee investor reporting/remittance, cash management, and related loss analysis. This leader mentors staff, drives automation, and guides policy improvements in a fast-paced mortgage environment.

The role requires deep experience in mortgage servicing, risk management, and regulatory compliance, with a focus on efficiency gains and performance metrics across the team.

Qualifications

• Bachelor’s degree or equivalent related work experience required.
• Minimum of twelve (12) years in mortgage/banking and/or loan servicing experience.
• Minimum of five (5) years related leadership experience in Cash and Investor Reporting & Loss Analysis.

Responsibilities

• Develops, maintains, and executes strategic plans for the department to achieve continued growth and performance along with automation and efficiency improvements.
• Oversees the continued development of the Loss Analysis department providing additional risk management surrounding emerging changes in the industry
• Reviews performance of staff to ensure standards are being adhered to, and goals and objectives are achieved. Formulates performance standards, conducts evaluations and initiates personnel actions.
• Monitors monthly operational statistics and reports; analyzes trends, variances, and problem areas. Provides accurate reporting results, including production statistics, actual result to goal and forecasting projections.
• Establishes and directs team on daily and monthly performance matrices. Leads team to achieve and exceed minimum performance metrics.
• Identifies, develops and implements processes and procedures to enhance departmental performance.
• Ensures compliance with regulatory agency, investor contracts, company guidelines and standards. Reviews and maintains investor contracts to ensure compliance. Responds to monthly quality control reviews and assists on external audits.
• Performs other duties as assigned.

Skills

Leadership

Strategic planning

Regulatory knowledge

Communication

Problem-solving

Time management

Multi-tasking

Attention to detail

Education

Bachelor’s degree or equivalent

Tools

MS Excel

Microsoft Windows

Investor reporting software

Job description

Job Summary

The VP Investor Reporting & Cash Management is responsible for oversight and strategic operational planning and execution of the investor reporting/remitting and cash management teams. This team includes the following roles: Investor Reporting and Remitting, Cash Management, Reconciliation, MERS & Loss Analysis. This role mentors and develops staff to achieve optimum performance, identifies areas of increased automation and efficiency gains, and leads efforts for policy and procedure improvements.

Essential Duties and Responsibilities

• Develops, maintains, and executes strategic plans for the department to achieve continued growth and performance along with automation and efficiency improvements.
• Oversees the continued development of the Loss Analysis department providing additional risk management surrounding emerging changes in the industry
• Reviews performance of staff to ensure standards are being adhered to, and goals and objectives are achieved. Formulates performance standards, conducts evaluations and initiates personnel actions.
• Monitors monthly operational statistics and reports; analyzes trends, variances, and problem areas. Provides accurate reporting results, including production statistics, actual result to goal and forecasting projections.
• Establishes and directs team on daily and monthly performance matrices. Leads team to achieve and exceed minimum performance metrics.
• Identifies, develops and implements processes and procedures to enhance departmental performance.
• Ensures compliance with regulatory agency, investor contracts, company guidelines and standards. Reviews and maintains investor contracts to ensure compliance. Responds to monthly quality control reviews and assists on external audits.
• Performs other duties as assigned.

Position Requirements

Education

• Bachelor’s degree or equivalent related work experience required

Experience

• Minimum of twelve (12) years in mortgage/banking and/or loan servicing experience
• Minimum of five (5) years related leadership experience in Cash and Investor Reporting & Loss Analysis

Functional/Technical Skills

• Strong working knowledge of Cash and Investor Reporting processes and regulations
• Proven Management skills in training, motivating, directing, and monitoring staff performance
• Excellent written and verbal communication skills
• Strong interpersonal skills
• Ability to manage time effectively and meet deadlines
• Organized, detail oriented and possesses the ability to multi-task
• Effective problem-solving skills
• Effectively manages time and meets deadlines.
• Experience working with Microsoft Windows applications.

Environmental/Physical Demands

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.