Team Lead - Investor Accounting (on-site)

Carolina One Mortgage LLC

Coppell, TX, United States
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Investor accounting guidelines
P&i and t&i custodial reconciliations
Fnma, fhlmc, gnma, and pls
** Carolina One Mortgage LLC is seeking a Team Lead for Investor Accounting in Coppell, TX. The role involves overseeing custodial account reconciliations, training staff, and ensuring compliance with investor guidelines while fostering a supportive team culture. **

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.
  • Responsible for the training of new and current Investor Accounting analysts and provide continuous feedback to staff.
  • We offer benefits, programs, and perks that support you in every aspect of your life, including medical, dental, and vision insurance, and a 401(k) Retirement plan with employer match.

Matching Summary

Match Score: 75

** Carolina One Mortgage LLC is seeking a Team Lead for Investor Accounting in Coppell, TX. The role involves overseeing custodial account reconciliations, training staff, and ensuring compliance with investor guidelines while fostering a supportive team culture. **

Skills & Requirements

Must-have

  • Investor Accounting guidelines
  • P&I and T&I Custodial reconciliations
  • FNMA, FHLMC, GNMA, and PLS
  • company policies and procedures
  • process improvement initiatives

Nice-to-have

  • homeownership for customers
  • teamwork and collaboration
  • employee wellbeing and growth

Key Requirements

  • College degree required
  • 5-8 years Investor Accounting experience
  • Knowledge of FHA, VA, and USDA loan guidelines
  • Knowledge of Fannie Mae, Freddie Mac, and Ginnie Mae servicing guidelines
  • Strong PC skills (Excel)

Work Rights

Not specified

Tailored Resume

Cover Letter