Not specified; not specified; medical, dental, vis...
On-site
6+ years investor reporting experience
Advanced ms excel pivot tables vlookups
Monthly report production and delivery
Shelter Lending Services LLC is seeking a Team Lead for Investor Reporting to oversee and manage reporting activities related to mortgage portfolios. The ideal candidate will have extensive experience in investor reporting, strong analytical skills, and proficiency in Microsoft Excel
Job Summary
The Team Lead is responsible for overseeing daily and monthly activities for Fannie Mae, Freddie Mac, Ginnie Mae, and Private Investor portfolios including reporting and remittances.
Candidates must possess advanced MS Excel skills with proficiency in pivot tables, Vlookups, and complex formulas to ensure high accuracy in financial data analysis.
The company offers comprehensive benefits including medical, dental, vision insurance, a 401(k) with employer match, and paid volunteer time off.
Matching Summary
Match Score: 85
Shelter Lending Services LLC is seeking a Team Lead for Investor Reporting to oversee and manage reporting activities related to mortgage portfolios. The ideal candidate will have extensive experience in investor reporting, strong analytical skills, and proficiency in Microsoft Excel.
Salary
Not specified; Not specified; Medical, dental, vision, 401(k), PTO, Pet insurance, Tuition reimbursement
Skills & Requirements
Must-have
6+ years Investor Reporting experience
Advanced MS Excel pivot tables Vlookups
Monthly report production and delivery
Investor portfolio reconciliation expertise
Strong communication and problem solving
Nice-to-have
SQL or database reporting experience
Servicing Director knowledge
Strategic thinking and flexibility
Internal audit assistance capability
Building strong stakeholder relationships
Key Requirements
Bachelor's Degree in Accounting or Finance preferred
6+ years of Investor Reporting experience required
Smartphone with security apps (Okta Verify/Microsoft Authenticator)