Sr Investor Accounting Analyst (on-site)

Shelter Lending Services LLC

Coppell, TX, United States
On-site
5+ years mortgage servicing experience
2+ years investor accounting experience
Advanced ms excel skills
Shelter Lending Services LLC is seeking a Sr Investor Accounting Analyst to ensure accurate monthly reconciliations and provide guidance to junior team members. The role requires strong analytical skills, proficiency in Excel, and 5+ years of mortgage servicing experience

Job Summary

  • The Sr Investor Accounting Analyst is responsible for preparing and reviewing monthly bank reconciliations for various investor custodial accounts including Fannie Mae, Freddie Mac, and Ginnie Mae.
  • This role requires providing guidance to less senior team members while developing process documentation and automation to ensure best-in-class service.
  • The company offers comprehensive benefits including medical, dental, vision insurance, a 401(k) with employer match, and paid parental leave.

Matching Summary

Match Score: 85

Shelter Lending Services LLC is seeking a Sr Investor Accounting Analyst to ensure accurate monthly reconciliations and provide guidance to junior team members. The role requires strong analytical skills, proficiency in Excel, and 5+ years of mortgage servicing experience.

Skills & Requirements

Must-have

  • 5+ years mortgage servicing experience
  • 2+ years investor accounting experience
  • Advanced MS Excel skills
  • GSE bank reconciliation knowledge
  • Pooling and servicing agreements understanding

Nice-to-have

  • SQL or database reporting experience
  • Servicing Director knowledge
  • Strong stakeholder relationship building
  • Process improvement initiative
  • Strategic thinking abilities

Key Requirements

  • High School Diploma required; Bachelor's in Accounting/Finance preferred
  • 5+ years of Mortgage Servicing experience
  • 2+ years prior Investor Accounting experience
  • Must possess strong problem-solving and analytical skills
  • Ability to manage multiple tasks under tight deadlines

Work Rights

Not specified

Tailored Resume

Cover Letter