Manager - Investor Reporting

Accountabilities: Lead and manage the investor reporting function, ensuring accurate, timely, and compliant reporting to agency and private investors while overseeing daily operational execution.

Review and approve investor reports and remittances, ensuring accuracy, completeness, and adherence to required timelines to prevent financial discrepancies or penalties.

Oversee loan boarding, servicing transfers, and reconciliation processes, including validation of principal balances and resolution of variances across systems and reports.

Manage service release activities, including settlement file delivery, fund remittance to purchasers, and reimbursement processes for negative remittances.

Maintain and enhance internal controls, policies, and procedures to ensure compliance with investor guidelines, regulatory standards, and internal audit requirements.

Support internal and external audits by preparing documentation, responding to inquiries, and ensuring full transparency of reporting processes.

Lead, coach, and develop team members through performance management, feedback, training, and annual evaluations to ensure consistent high performance.

Monitor regulatory changes and investor requirements, ensuring timely updates to processes and alignment across the organization.

Drive continuous improvement initiatives, identifying operational inefficiencies and implementing enhancements to reporting accuracy and process effectiveness.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or equivalent professional experience.

4–10+ years of experience in mortgage loan servicing, investor reporting, or investor accounting, with progressive leadership responsibilities.

Strong knowledge of investor reporting processes, loan servicing operations, and reconciliation methodologies.

Proven leadership experience managing teams in a financial services or mortgage servicing environment.

Advanced analytical and problem-solving skills with strong attention to detail and data accuracy.

Ability to work effectively in high-pressure, deadline-driven environments with multiple competing priorities.

Strong communication skills, with the ability to collaborate across departments, auditors, and external stakeholders.

Proficiency in Microsoft Office Suite, particularly Excel, with strong comfort in data analysis and reporting tools.

Demonstrated ability to implement controls, improve processes, and ensure regulatory compliance.

Strong organizational skills with the ability to manage complex workflows independently and within team settings.

Benefits

Competitive health coverage including medical, dental, and vision insurance

Paid Time Off (PTO) and paid holidays

401(k) retirement plan with company matching

Health Savings Account (HSA) and Flexible Spending Account (FSA) options

Company-paid life insurance coverage

Employee Assistance Program (EAP) for wellness and support

Exposure to cross-functional financial services operations and leadership development opportunities

Remote work flexibility within the United States

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether? 

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