Team Lead - Investor Reporting (on-site)

Newrez

Investor reporting daily and monthly activities
Reporting, remittances, and reconciliation resolution
Setup, reporting, and remitting on new investors
The Team Lead Investor Reporting is responsible for overseeing the daily and monthly activities for the Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios, including reporting, remittances, and reconciliation resolution

Job Summary

  • The Team Lead Investor Reporting is responsible for overseeing the daily and monthly activities for the Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios, including reporting, remittances, and reconciliation resolution.
  • We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.
  • Our total rewards package is designed to support your whole self, including medical, dental, and vision insurance, 401(k) with employer match, and paid leave.

Matching Summary

The Team Lead Investor Reporting is responsible for overseeing the daily and monthly activities for the Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios, including reporting, remittances, and reconciliation resolution.

Skills & Requirements

Must-have

  • Investor reporting daily and monthly activities
  • Reporting, remittances, and reconciliation resolution
  • Setup, reporting, and remitting on new investors
  • Reviewing existing files for quality
  • Train staff on processes and changes
  • Research and timely resolution to exceptions
  • Collaboration with internal business partners
  • Confirm monthly reports accurately and timely
  • Resolve coding issues with reports
  • Work with staff to resolve external issues
  • Confirm reports and wire requests timely
  • Work with internal clients on reconciliation items
  • Review reports before external submission
  • Develop and enhance operational procedures
  • Assist with internal and external audits
  • Heavy use of Microsoft Excel
  • Handle ad-hoc reporting or research

Nice-to-have

  • Big thinkers and caring doers
  • Team built on heart and hustle
  • Show up for customers and communities
  • Invest in employee growth and wellbeing
  • Empowering employees and encouraging innovation
  • Recognizing great performance
  • Flexible and think strategically
  • Self-motivated with excellent organization skills

Key Requirements

  • 6+ years of Investor Reporting experience
  • Bachelor's Degree in Accounting or Finance preferred
  • Advanced MS Excel experience required
  • Proficient in MS Word and PowerPoint
  • SQL or other database reporting experience preferred
  • Servicing Director knowledge a plus
  • Strong problem solving and analytical skills
  • Proven ability to build strong relationships
  • Strong communication skills
  • Working understanding of operational risks
  • Strong organizational and time management skills
  • Ability to manage multiple tasks and shift priorities
  • Strong attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter