Senior Investor Reporting Analyst

Pennymac • Moorpark, CA

13h • Onsite

About The Position

The Senior Investor Reporting Analyst is responsible for completing a portfolio of Principal & Interest (P&I), Taxes & Insurance (T&I) and/or clearing account bank reconciliations with high complexity. As the Reporting Analyst, you will work with management to improve department performance by providing staff with on-the-job training, identifying and implementing process improvements, and ensuring adherence to the departmental policies and procedures.

Requirements

• Bachelor’s degree or equivalent work experience
• 10+ years mortgage industry/financial services experience
• 7+ years Investor Reporting experience including GSE and private MBS reporting & remitting
• Must be highly proficient in Excel and Word
• Proficient knowledge in Access, MS SQL preferred

Responsibilities

• Manage the administrative and legal transfer of loan obligations from one entity to another
• Preparing, reviewing, and auditing loan files to ensure completeness and accuracy for transfer
• Review and interpret reporting requirements for assigned deals and create step sheets
• Be primary contact between different line of business within Investor Accounting to facilitate the transfer of files and funds
• Balance and reconcile investor remittances; verify funds availability for P&I remittances
• Testing and maintaining accurate loan investor data in new servicing system
• Identify and analyze process deficiencies and implement enhancements and new controls, as needed, to improve operations
• Performs other related duties and assist with projects as required
• Demonstrate behaviors which are aligned with the organization’s culture and values

Benefits

• Comprehensive Medical, Dental, and Vision
• Paid Time Off Programs including vacation, holidays, illness, and parental leave
• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
• Retirement benefits, life insurance, 401k match, and tuition reimbursement
• Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree