Investor Reporting Supervisor

Carrington Mortgage • Plano, TX

1d • $100,000 - $115,000 • Remote

About The Position

The Investor Reporting Supervisor oversees the investor reporting function for assigned investor groups and assigns workflows and staffing to ensure monthly contractual requirements are met. The role handles escalated investor accounting issues, works on moderate to complex reporting projects, and prepares and reviews financial papers, schedules, and reports related to loan servicing. It also communicates regularly with investors about reporting and cash remittances, supports special projects, and develops processes and documentation that can transition to analysts. This position is remote and offers a pay range of $100,000–$115,000 plus an annual bonus.

Requirements

• High school diploma or equivalent work experience.
• Five or more years of related experience in investor accounting and reporting.
• One or more years of team lead or supervisory experience.

Nice To Haves

• Bachelor’s degree in a related field preferred.

Responsibilities

• Review monthly reports and remittances for accuracy and submit them to the parties designated by agreement within required deadlines.
• Monitor assignments to ensure investor and trustee deadlines are met.
• Work with staff to resolve trust reporting issues, enforce policies, and ensure timely resolution of compliance issues.
• Prepare complex reports and independently determine how to present data to meet compliance requirements.
• Carry out management responsibilities in accordance with company policies and applicable laws, including hiring and training employees, assigning and directing work, monitoring performance, rewarding and disciplining employees, addressing complaints, and resolving problems.
• Communicate regularly with investors regarding reporting and cash remittances.
• Set up systems for new investors and blocks based on pooling and servicing agreements.
• Balance interim cash, borrower suspense, and unapplied funds, and ensure funds are received from the prior servicer before boarding.
• Support special projects by providing information and resolving issues; lead projects by conducting research, providing information, and identifying possible solutions.
• Review and recommend policy and procedure changes to improve processes.
• Train and mentor lower-level staff to ensure compliance and support staff development.
• Review pooling and servicing agreements for new deals and request new bank accounts based on agreement information.
• Develop processes and documentation to support smooth transitions of processes to analysts.
• Work with analysts to identify more efficient and simplified reporting and reconciliation methods.
• Participate in interviews and provide feedback for staff performance reviews.
• Perform other duties and projects as assigned.

Benefits

• Comprehensive healthcare plans for employees and their families.
• Discretionary 401(k) match of 50% of the first 4% of pay contributed.
• Employee discounts on fitness, restaurants, retail, and more through the employee portal.
• Customized training programs to support career advancement.
• Employee referral bonuses.
• Educational reimbursement.
• Community support through the Carrington Charitable Foundation.

What This Job Offers

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