Team Lead - Investor Accounting (on-site)

Carolina One Mortgage LLC

Coppell, TX, United States
P&i and t&i custodial reconciliations
Investor reporting guidelines
Excel skills
Responsible for the group’s timely and accurate completion of P&I and T&I Custodial reconciliations, and is responsible for the implementation, maintenance, and communication of company policies and procedures

Job Summary

  • Responsible for the group’s timely and accurate completion of P&I and T&I Custodial reconciliations, and is responsible for the implementation, maintenance, and communication of company policies and procedures.
  • This position requires a high degree of discretion, sound judgment, initiative and knowledge of Investor Reporting guidelines.
  • We offer benefits, programs, and perks that support you in every aspect of your life, including medical, dental, and vision insurance, a 401(k) with employer match, and paid leave.

Matching Summary

Responsible for the group’s timely and accurate completion of P&I and T&I Custodial reconciliations, and is responsible for the implementation, maintenance, and communication of company policies and procedures.

Skills & Requirements

Must-have

  • P&I and T&I Custodial reconciliations
  • Investor Reporting guidelines
  • Excel skills
  • Strong organizational skills
  • Strong communication skills

Nice-to-have

  • Team leadership
  • Process improvement initiatives
  • Employee wellbeing focus
  • Community engagement

Key Requirements

  • College degree required
  • 5-8 years Investor Accounting experience
  • Knowledge of Investor guidelines
  • Ability to assess workload and workflow

Work Rights

Not specified

Tailored Resume

Cover Letter