Team Lead - Investor Accounting (on-site)

Summit Home Mortgage LLC

P&i and t&i custodial reconciliations
Investor reporting guidelines
Process improvement initiatives
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.
  • Responsible for the training of new and current Investor Accounting analysts.
  • We offer benefits, programs, and perks that support you in every aspect of your life.

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
  • process improvement initiatives
  • internal controls
  • Excel proficiency

Nice-to-have

  • team leadership
  • continuous feedback
  • organizational skills
  • attention to detail
  • workload assessment

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

Work Rights

Not specified

Tailored Resume

Cover Letter