Manager - Investor Accounting (on-site)

Shelter Lending Services LLC

Coppell, TX, United States
Not specified; not specified; medical, dental, vis...
On-site
5+ years mortgage servicing experience
3+ years investor accounting experience
Advanced ms excel pivot tables and vlookups
Shelter Lending Services LLC is seeking a Manager - Investor Accounting to oversee the preparation of monthly reconciliations for various custodial accounts, ensuring accuracy and timely delivery. The ideal candidate will possess extensive experience in mortgage servicing and investor accounting, particularly with GSEs, and will have strong analytical and communication skills

Job Summary

  • The role involves supervising the preparation of monthly reconciliations for various clearing, PI, and TI custodial accounts for investors.
  • Candidates must possess advanced MS Excel skills including pivot tables, vlookups, and complex formulas for data analysis.
  • The company offers comprehensive benefits including medical, dental, vision, a 401(k) match, and paid volunteer time off.

Matching Summary

Match Score: 85

Shelter Lending Services LLC is seeking a Manager - Investor Accounting to oversee the preparation of monthly reconciliations for various custodial accounts, ensuring accuracy and timely delivery. The ideal candidate will possess extensive experience in mortgage servicing and investor accounting, particularly with GSEs, and will have strong analytical and communication skills.

Salary

Not specified; Not specified; Medical, dental, vision, 401(k) match, Paid Maternity Leave, Tuition reimbursement

Skills & Requirements

Must-have

  • 5+ years mortgage servicing experience
  • 3+ years investor accounting experience
  • Advanced MS Excel pivot tables and VLOOKUPs
  • GSE bank reconciliation process knowledge
  • Test of expected cash calculation

Nice-to-have

  • SQL or database reporting experience
  • Servicing Director knowledge
  • Strong stakeholder relationship building
  • Strategic thinking and flexibility
  • Innovation through automation focus

Key Requirements

  • Bachelor's Degree in Accounting or Finance preferred
  • 5+ years Mortgage Servicing experience required
  • 3+ years Investor Accounting experience required
  • Working understanding of RegAB and USAP Guidelines

Work Rights

Not specified

Tailored Resume

Cover Letter