Mortgage Servicing Investor Reporting Specialist

Forum Credit Union•Fishers, IN

About The Position

FORUM Credit Union is seeking a detail-oriented, analytical, and accurate Mortgage Servicing Investor Reporting Specialist to manage critical investor reporting functions and specialized mortgage servicing activities. This role involves handling subordinations, construction loan administration, workout modifications, and loan maintenance. The specialist will ensure compliance with investor guidelines and reporting requirements, process daily remittances, and resolve reporting exceptions. Additionally, the role supports collections efforts, manages lien-related activities, processes construction-to-permanent loan modifications, and monitors insurance coverage during the construction phase. The ideal candidate is organized, detail-focused, and committed to providing exceptional service.

Requirements

High school diploma or GED required.
One to three years of similar or related mortgage servicing, reporting, loan operations, or financial services experience.

Nice To Haves

Detail-oriented
Analytical
Passionate about ensuring accuracy
Organized
Detail-focused
Committed to providing exceptional service to both internal and external partners
Skilled at balancing multiple priorities while meeting deadlines
Enjoys problem-solving and researching discrepancies to find resolutions
Builds strong relationships and communicates effectively with both internal and external partners
Takes ownership of work and has a strong commitment to quality and accountability

Responsibilities

Complete month-end and ongoing reporting requirements for mortgage investors, including Fannie Mae (FNMA), FHLBI, and private investors.
Process daily remittances, loan payoffs, rate adjustments, PMI cancellations, and investor reporting updates.
Research, correct, and resolve investor reporting exceptions, rejects, balancing schedules, and reconciliation issues.
Process loan deferrals, workout loan documentation, and servicing requests in support of the Collections Department.
Complete subordination agreements, partial releases, and other lien-related servicing activities.
Manage matured loan reports and monitor loan maintenance activities.
Process construction-to-permanent loan modifications, loan recasts, and related servicing transactions.
Monitor Private Mortgage Insurance (PMI) and Builders Risk insurance coverage for loans during the construction phase.
Respond to department requests, manage assigned inbox responsibilities, and adhere to department service standards and phone schedules.