Investor Services Analyst (On-site)

Newrez•Coppell, TX

3d•Onsite

About The Position

The Investor Services Analyst is an entry-level role designed for recent college graduates or new to industry candidates looking to start a career in financial services or mortgage industry. This position supports daily and monthly reporting, remittances, and reconciliations for investor portfolios such as Fannie Mae, Freddie Mac, Ginnie Mae, and Private Investors. You’ll work closely with experienced team members to ensure accurate financial reporting and compliance, while gaining hands-on experience in data analysis, accounting, and investor operations.

Requirements

Bachelor’s Degree from an accredited college or university.
Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership.
Excellent written and verbal communication skills
Proficiency in quantitative analysis
Ability to adapt
Willingness to learn
An entrepreneurial business mindset.
Strong business communication skills with an ability to work well in a collaborative environment.
Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.).
Experience with PowerPoint and Visio a plus.
Working on-site at assigned office location.
Regular and punctual attendance adhering to schedule established by leadership.
Sedentary work in a stationary position at a cubicle for prolonged periods of time.
Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.
Employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator.

Nice To Haves

Preferred majors: Business, Finance, Accounting, Economics, or related fields.

Responsibilities

Help prepare investor reports, remittance files, and related accounting entries.
Support monthly reconciliations for custodial accounts (Clearing, P&I, T&I, Escrow).
Research and help resolve data discrepancies and account variances.
Learn to facilitate remittance wires and journal entries under supervision.
Collaborate with team members to maintain accurate records and resolve issues.
Follow established procedures and controls to ensure compliance and accuracy.
Participate in internal and external audit support activities.
Perform ad-hoc reporting and analysis as needed.
Use Microsoft Excel to analyze data and create reports.
Ability to effectively and accurately convey information to others.
Performs related duties as assigned by management.

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/Caregiver Leave
Adoption Assistance
Tuition & Certification reimbursement
Employee Mortgage Loan Program
The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
Newrez NOW: Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.
1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
Matching Gifts Program - dollar-for-dollar up to $1,000
Access to grants, nonprofit resources, and volunteer opportunities
More than $6,000,000 donated since 2020
1 in 5 employees participates in at least one Employee Resource Group (ERG)