Sr Investor Reporting Analyst (On-Site)

Newrez LLC • Coppell, TX

4d • Onsite

About The Position

The Senior Investor Reporting Analyst prepares monthly reports, reconciliations, research, and remittance activities for Fannie Mae portfolios in accordance with FNMA guidelines. The role focuses on controls and accuracy and contributes to automation, strategy, process documentation, and analytical insights to support high-quality service to investors and customers. The analyst also provides guidance and oversight to less senior team members and works with other departments and management on shared initiatives.

Requirements

• High school diploma or equivalent.
• 3–5 years of mortgage servicing experience, including 3 or more years of investor reporting experience.
• Advanced Microsoft Excel experience.
• Experience with Access, SQL, or other database reporting.
• Strong mathematical aptitude and ability to recognize mathematical relationships and apply analytical approaches to research.
• Strong communication skills for interacting with senior management and other business units.
• Strong attention to detail and ability to multitask and respond well to pressure and competing deadlines.
• Results-oriented approach and sense of urgency.
• Ability to learn quickly, assimilate new ideas, and thrive in a fast-paced environment.
• Must have a smartphone that meets company security standards and can install apps such as Microsoft Authenticator; employment is contingent on this requirement.

Nice To Haves

• Bachelor's degree in Accounting or Finance.
• Knowledge of Servicing Director.
• Prior experience performing business, data, and/or statistical analysis.

Responsibilities

• Prepare reports in strict adherence to reporting requirements and partner with other departments on joint initiatives.
• Prepare and submit monthly remittances for assigned portfolios within applicable deadlines.
• Investigate, reconcile, and resolve investor issues and reporting exceptions promptly.
• Research operational, reporting, or data issues and present solutions or process improvements to management.
• Provide high-quality customer service, support investor satisfaction, and manage scorecard performance where applicable.
• Adapt to changing business needs and requirements.
• Apply knowledge of pooling and servicing agreements and GSE Servicing Guides.
• Complete ad hoc reporting or research as directed by management.
• Review and update department policies and procedures quarterly.
• Provide direction, leadership, training, motivation, coaching, and assessment to support team performance and departmental goals as needed.
• Present project statuses, issues, concerns, and recommendations cohesively and confidently to senior management.
• Collaborate with upper management, internal departments, and analysts to support company goals.
• Create summaries or modified work products in response to audit, rating agency, or management inquiries and requests.

Benefits

• Medical, dental, and vision insurance.
• Health Savings Account with employer contribution.
• 401(k) retirement plan with employer match.
• Paid maternity leave, parental bonding leave, and caregiver leave.
• Adoption assistance.
• Tuition and certification reimbursement.
• Employee Mortgage Loan Program.
• Employee Emergency and Disaster Fund.
• One company-paid Volunteer Time Off day.
• Matching Gifts Program, dollar-for-dollar up to $1,000.
• Access to grants, nonprofit resources, and volunteer opportunities.
• Employee Resource Groups.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED