Investor Reporting Analyst III

Select Portfolio Servicing, Inc. • West Valley City, UT

3d

About The Position

This role involves aggregating loan activity, reconciling bank accounts, and remitting funds to investors. The analyst will also be responsible for researching and resolving inquiries, utilizing various systems, analyzing deal points, and owning ancillary reporting processes. Additionally, this position includes training and mentoring other Investor Reporting Analysts.

Requirements

• Bachelor's or equivalent experience
• Strong written and oral communication skills
• Proficient in Microsoft Excel
• Analytical skills for effective data interpretation and decision-making

Nice To Haves

• 3-5 years of experience in Investor Reporting or Accounting related functions
• Working knowledge of Investor Reporting concepts and/or requirements
• Demonstrated ability to organize and manage tasks simultaneously
• High levels of data literacy, including abilities in SQL, VBA, Python, or equivalent technical skills

Responsibilities

• Aggregate loan activity from various sources into summary remittance reports
• Reconcile custodial bank accounts to loan activities accurately and timely
• Remit funds due to investors accurately and timely
• Research and resolve questions timely, accurately, and thoroughly
• Understand and utilize systems: Excel, SQL, and Black Knight/LPS
• Ensure all deal points are completely analyzed and communicated to the appropriate parties
• Owns ancillary reporting and/or processes
• Trains and mentors other Investor Reporting Analysts

What This Job Offers

• Job Type: Full-time
• Career Level: Senior