Team Lead - Investor Accounting (on-site)

Shelter Lending Services LLC

Coppell, TX, United States
Not specified; benefits: medical, dental, vision, ...
On-site
P&i and t&i custodial reconciliations
Investor reporting guidelines knowledge
Strong organizational and communication skills
Shelter Lending Services LLC is seeking a Team Lead for Investor Accounting to oversee the timely and accurate completion of custodial reconciliations, ensuring compliance with investor guidelines. The ideal candidate will possess strong organizational and communication skills, along with extensive experience in investor accounting, particularly with governmental and private loan guidelines

Job Summary

  • The primary function is ensuring the timely and accurate completion of P&I and T&I Custodial reconciliations within investor guidelines.
  • The role involves training new analysts, reviewing accounts for exceptions, and overseeing process improvement initiatives across departments.
  • Employees are rewarded with comprehensive benefits including medical insurance, 401(k) matching, paid parental leave, and volunteer time off.

Matching Summary

Match Score: 85

Shelter Lending Services LLC is seeking a Team Lead for Investor Accounting to oversee the timely and accurate completion of custodial reconciliations, ensuring compliance with investor guidelines. The ideal candidate will possess strong organizational and communication skills, along with extensive experience in investor accounting, particularly with governmental and private loan guidelines.

Salary

Not specified; Benefits: Medical, dental, vision, 401(k) match, paid leave, pet insurance, adoption assistance, tuition reimbursement

Skills & Requirements

Must-have

  • P&I and T&I Custodial reconciliations
  • Investor Reporting guidelines knowledge
  • Strong organizational and communication skills
  • Excel proficiency required
  • Smartphone with security apps required

Nice-to-have

  • Experience in process improvement initiatives
  • Knowledge of FHA, VA, and USDA loan guidelines
  • Ability to work with all organizational levels
  • Innovative solution mindset
  • Teamwork and divisional cooperation focus

Key Requirements

  • College degree required
  • 5-8 years Investor Accounting experience preferred
  • Must have smartphone meeting company security standards

Work Rights

Not specified

Tailored Resume

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