Investor Accounting Analyst Ii (on-site)

Summit Home Mortgage LLC

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Monthly bank reconciliations
Investor custodial accounts
Escrow account reconciliations
** Summit Home Mortgage LLC is seeking an Investor Accounting Analyst II to manage and reconcile custodial accounts for various mortgage investors. The role emphasizes attention to detail, teamwork, and a commitment to superior service, requiring advanced Excel skills and prior mortgage servicing experience. **

Job Summary

  • The Investor Accounting Analyst II is responsible for preparing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios.
  • This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.
  • Newrez offers a comprehensive benefits package including medical, dental, vision insurance, a Health Savings Account with employer contribution, and a 401(k) Retirement plan with employer match.

Matching Summary

Match Score: 75

** Summit Home Mortgage LLC is seeking an Investor Accounting Analyst II to manage and reconcile custodial accounts for various mortgage investors. The role emphasizes attention to detail, teamwork, and a commitment to superior service, requiring advanced Excel skills and prior mortgage servicing experience. **

Skills & Requirements

Must-have

  • Monthly bank reconciliations
  • Investor custodial accounts
  • Escrow account reconciliations
  • Clearing account reconciliations
  • Advanced MS Excel experience
  • Strong math skills

Nice-to-have

  • Process documentation and automation
  • Analytical insights
  • Teamwork and divisional cooperation
  • Superior service and communication

Key Requirements

  • 2-4 years Mortgage Servicing experience
  • High School Diploma or equivalent
  • Bachelor's Degree in Accounting or Finance preferred

Work Rights

Not specified

Tailored Resume

Cover Letter