Investor Reporting Analyst Ii (on-site)

Coast One Mortgage LLC

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

Job Summary

  • The role is responsible for daily and monthly reporting, remittances, and reconciliation for Fannie Mae, Freddie Mac, Ginnie Mae, and Private Investor portfolios.
  • Employees are empowered to provide best-in-class service through innovative solutions while working within a team built on heart and hustle.
  • The company offers a comprehensive total rewards package including medical insurance, 401(k) matching, paid parental leave, and volunteer time off.

Matching Summary

The role is responsible for daily and monthly reporting, remittances, and reconciliation for Fannie Mae, Freddie Mac, Ginnie Mae, and Private Investor portfolios.

Skills & Requirements

Must-have

  • Daily and monthly investor portfolio activities
  • Advanced Microsoft Excel data analysis skills
  • Strong mathematical calculation abilities
  • Knowledge of pooling and servicing agreements
  • Experience with Fannie Mae Freddie Mac Ginnie Mae

Nice-to-have

  • SQL or database reporting experience preferred
  • Servicing Director knowledge a plus
  • Ability to build strong stakeholder relationships
  • Strategic thinking and flexibility
  • Process improvement and automation insights

Key Requirements

  • High School Diploma required; Bachelor's in Accounting/Finance preferred
  • 2-4 years of Mortgage Servicing experience required
  • Prior Investor Reporting experience preferred
  • Smartphone meeting security standards required for employment

Work Rights

Not specified

Tailored Resume

Cover Letter