Investor Reporting Analyst
About The Position
Responsible for reporting, reconciling and remitting to agencies and investors. The Analyst ensures activity, balances, payments, and reporting are carried out in a controlled, timely and accurate manner. This position will provide prompt and accurate responses to servicing inquiries and concerns, both internal and external. At UHM, we understand diversity comes in many different forms. It’s our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!
Requirements
- Proficiency in Microsoft Office, specifically Word, Excel (vlookup & pivot tables) and PowerPoint
- Strong problem solving/analytical skills
- Strong mathematical skills
- High attention to detail
Nice To Haves
- Mortgage Servicing experience is preferred but not required
- Bachelor’s degree in Business/Finance preferred
Responsibilities
- Conduct accurate and timely monthly reporting and remitting for agencies and investors in accordance with investor guidelines
- Perform monthly and daily reporting tasks for Investors
- Process daily, monthly and miscellaneous reconciliations timely and accurately
- Maintain accurate records of each investor's accounting and reporting requirements as specified in servicing agreements
- Review each loan for accuracy of data and completeness of investor requirements
- Research, identify and provide timely resolutions to all investor issues and reporting exceptions
- Update loans within the servicing software to assigned investors
- Ensures that services are delivered professionally and efficiently with prompt problem resolution
- Maintains current knowledge of all policies, procedures and other documentation for investor accounting
- Update internal system regarding status of loans
- Update paid in full loans within MERS (Mortgage Electronic Registration System) registry and cancel eNotes
- Review and respond to credit bureau disputes
- And additional responsibilities as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
