The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors
Job Summary
The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors.
This person will be responsible for accounts with high levels of difficulty and provide guidance and oversight to less senior team members.
We offer benefits, programs, and perks that support you in every aspect of your life, including Medical, dental, and vision insurance, 401(k) Retirement plan with employer match, and Paid Maternity Leave.
Matching Summary
The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors.
Skills & Requirements
Must-have
monthly bank reconciliations
investor custodial accounts
loan and account variances
Microsoft Excel for data analysis
resolve investor issues
pooling and servicing agreements
Nice-to-have
show up for customers
invest in your growth
empowering our employees
innovative solutions
strong relationships with stakeholders
think strategically
Key Requirements
5+ years Mortgage Servicing experience
2+ years Investor Accounting experience
High School Diploma or equivalent
Bachelor's Degree in Accounting or Finance preferred