Senior Investor Reporting Analyst
About The Position
The Senior Investor Reporting Analyst is responsible for preparing, reviewing, and delivering accurate, timely, and compliant reporting to Investors and internal stakeholders for a portfolio of commercial multifamily mortgage loans. This role manages complex reconciliation activities, leads issue resolution, maintains data integrity across servicing systems, and ensures adherence to Investor, regulatory, and contractual reporting requirements. The role partners closely with Finance/Accounting, Servicing, Asset Management and external partners to support high‑quality servicing operations, strengthen internal controls, and drive continuous improvement across the Investor Reporting function.
Requirements
- Bachelor’s degree in business, Accounting, Finance, or a related field.
- 3+ years of experience in commercial mortgage servicing, Investor Reporting, Cash Management, or related financial operations. Strong understanding of Agency (Fannie Mae & Freddie Mac), FDIC, and other Investor reporting requirements.
- Proficiency with the McCracken Strategy, Excel including pivot tables, VLOOKUP/XLOOKUP, and reconciliation formulas.
- Strong analytical, reconciliation, and problem‑solving skills with exceptional attention to detail.
- Proven ability to manage multiple deadlines and perform effectively in a high‑volume, deadline‑driven environment.
- Excellent written and verbal communication skills, with the ability to collaborate professionally across internal teams and external partners.
- Ability to work independently while contributing effectively within cross‑functional teams.
- Ability to travel, as needed.
Responsibilities
- Prepare and deliver Investor reporting packages and data files, including monthly, quarterly, annual, and ad‑hoc reports required by Investors. Ensure all reporting, certifications, remittances, and supporting documentation are accurate, complete, and submitted within required deadlines.
- Reconcile and validate loan‑level data against Investor reports and servicing system records to ensure data integrity. Review Investor files, account reconciliations, payment activity, and wire instructions for accuracy, completeness, and compliance with Investor requirements.
- Support and drive process automation and continuous improvement initiatives to enhance reporting efficiency, accuracy, and operational controls.
- Assist in coordinating internal and external audits, including preparing documentation, managing timelines, and serving as a liaison with auditors and internal stakeholders.
- Facilitate and support compliance‑related meetings by preparing agendas, documenting discussions, and tracking follow‑up actions to ensure timely completion.
- Mentor junior team members by providing guidance, reviewing work, and contributing to team development and knowledge‑sharing initiatives.
- Prepare recurring and ad‑hoc reports for senior leadership, highlighting trends, variances, risks, and key exceptions.
- Collaborate with Finance, Asset Management, and other servicing teams to resolve reporting issues and support internal control requirements.
Benefits
- Competitive compensation
- 401(k) retirement plans with employer match
- Medical, dental, and vision benefits for employees and their dependents
- Commuter benefits
- PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability
- Tuition assistance program
- Two “work from anywhere” weeks per year
- Summer Fridays
- Collaborative working spaces
- Service days to support our communities
- Employee development and engagement events
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
