Investor Reporting Analyst Ii (on-site)

Newrez

Daily and monthly investor portfolio activities
Advanced ms excel data analysis skills
Strong mathematical calculation abilities
The Investor Reporting Analyst II is responsible for daily and monthly activities including reporting, remittances, and reconciliation for Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios

Job Summary

  • The Investor Reporting Analyst II is responsible for daily and monthly activities including reporting, remittances, and reconciliation for Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios.
  • This role requires advanced MS Excel skills to calculate interest, balance accounts, and resolve variances while ensuring timely submission of all monthly remittances.
  • Newrez offers a comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid parental leave, and opportunities for volunteer time off.

Matching Summary

The Investor Reporting Analyst II is responsible for daily and monthly activities including reporting, remittances, and reconciliation for Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios.

Skills & Requirements

Must-have

  • Daily and monthly investor portfolio activities
  • Advanced MS Excel data analysis skills
  • Strong mathematical calculation abilities
  • Remittance wire accuracy and timeliness
  • Reconciliation of investor issues and exceptions

Nice-to-have

  • SQL or database reporting experience preferred
  • Understanding of pooling and servicing agreements
  • Ability to build process documentation and automation
  • Strong stakeholder relationship building skills
  • Experience guiding less senior team members

Key Requirements

  • High School Diploma required; Bachelor's in Accounting or Finance preferred
  • 2-4 years of Mortgage Servicing experience required
  • Prior Investor Reporting experience preferred
  • Smartphone capable of installing Microsoft Authenticator required

Work Rights

Not specified

Tailored Resume

Cover Letter