Manager - Investor Reporting

Greystone & Co.•Warrenton, VA

6d•Onsite

About The Position

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with over $12 billion in loan originations in 2024. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac multifamily loan originations and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do. At Greystone, everything we do is driven by our purpose of improving others' lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don't just say “Where People Matter” - we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity. We are seeking a Manager, within our Investor Reporting/Payoffs department, to primarily manage the accurate and timely preparation of reporting and remittance packages for submission to investors including Fannie Mae, Freddie Mac, and Private Placements in compliance with regulatory and investor guidelines. Investor payoff responsibilities will also be required as needed. This position is based in our Warrenton, Virginia office.

Requirements

Minimum 10 years' experience in finance, accounting, investor reporting.
Bachelor's degree in accounting, finance, or business administration.
Strong Microsoft Excel and Word proficiency.
Strong organizational skills with a focus on meeting deadlines and attention to detail.
Strong problem-solving skills with ability to handle multiple tasks simultaneously.
Self-starter, dedicated, and professional.
Excellent analytical skills.
Excellent written and oral communication skills.
Ability to build and contribute to a team environment.

Nice To Haves

Experience with Microsoft Dynamics NAV or similar general ledger accounting package is preferred.
Experience in loan servicing is a plus.

Responsibilities

Ensure all reporting, remitting and reconciliations are completed as required by the various investor, agency and regulatory agreements and guidelines and that Greystone is in full compliance.
Oversee and develop Investor Reporting staff members; train them on all facets of the job and monitor and report on their performance.
Review and approve remittances and reporting (management, investor, agency, and regulatory) for assigned portfolios.
Review and approve financial entries.
Prevent fraud through adherence to system and process controls in addition to continually monitoring and reviewing such.
Organize and implement new processes in the department to improve efficiency, accuracy and compliance.
Ensure that procedures and training tools are on file and up to date.
Facilitate and coordinate the accurate and timely pulling of support for agency, internal and corporate audits.
Collaborate with other Servicing Managers and IT to upgrade the servicing system, auxiliary databases, Navision, Greystone's Customer Service and Investor Portal, etc.
Facilitate and oversee Investor Accounting's role in the acquisitions and/or releases of servicing.
Transfer foreclosures to the REO database.
Maintain corporate disaster recovery plan.
Ensure a WoW! customer service experience for all internal and external clients.
Proactively communicate regularly with your manager in order to ensure that she is kept up to date and adequately informed to represent the team and to make sound decisions.
Perform other miscellaneous duties as assigned.