Investor Reporting Manager

TruistGreenville, SC
23hOnsite

About The Position

Plan and administer day-to-day routines, monitors performance while ensuring departmental policy and procedures are followed. Manage and update department policies that enable and encourage the optimum performance of its people and other resources within the business unit. Effectively identify and manage risk. There is a 5 day in office expectation. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Manage teammates under respective function to ensure the day-to-day needs of Mortgage Lending by providing data analysis, project deliverables, risk management and operational needs to achieve strategic objectives. Perform key management duties including the hiring, development and coaching of staff to develop a robust team to support respective function. Ensure continual development of individual staff goals, overarching team goals and senior management goals, in alignment with Truist values Perform analysis of findings and trends using statistics, modeling, process documentation and profitability analysis. Determine and recommend the most appropriate response to identified complex problems, issues and/or defects by assessing impact and prioritization. Collaborate with stakeholders, including but not limited to, Origination, Servicing, Secondary Marketing, Mortgage Lending, to build consensus, prioritize request, and resolve issues. Review and analyze data from various sources to identify patterns and/or route causes. Teammate development with an emphasis on quality, high performance and continuous improvement; key teammate retention. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

  • Bachelor’s degree, or equivalent education and related training or experience.
  • Five or more years of comparable experience in the Mortgage Servicing in Mortgage Servicing or related field.
  • Two to three years of management experience.
  • Advanced Reporting and analytical skills.
  • Professional written and verbal communication skills.
  • Key Software proficiency (e.g. MS Office, Database, Imaging Systems).
  • Specialty education or designations as appropriate for specific role (i.e. Six Sigma, Masters degree, CPA, JD)

Responsibilities

  • Plan and administer day-to-day routines, monitors performance while ensuring departmental policy and procedures are followed.
  • Manage and update department policies that enable and encourage the optimum performance of its people and other resources within the business unit.
  • Effectively identify and manage risk.
  • Manage teammates under respective function to ensure the day-to-day needs of Mortgage Lending by providing data analysis, project deliverables, risk management and operational needs to achieve strategic objectives.
  • Perform key management duties including the hiring, development and coaching of staff to develop a robust team to support respective function.
  • Ensure continual development of individual staff goals, overarching team goals and senior management goals, in alignment with Truist values
  • Perform analysis of findings and trends using statistics, modeling, process documentation and profitability analysis.
  • Determine and recommend the most appropriate response to identified complex problems, issues and/or defects by assessing impact and prioritization.
  • Collaborate with stakeholders, including but not limited to, Origination, Servicing, Secondary Marketing, Mortgage Lending, to build consensus, prioritize request, and resolve issues.
  • Review and analyze data from various sources to identify patterns and/or route causes.
  • Teammate development with an emphasis on quality, high performance and continuous improvement; key teammate retention.

Benefits

  • All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
  • Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
  • Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
  • Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
  • As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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