Sr Investor Reporting Analyst (On-Site)

Newrez•Coppell, TX

2d•Onsite

About The Position

The Senior Investor Reporting Analyst prepares monthly reports, reconciliations, research, and remittance activities for Fannie Mae portfolios in accordance with FNMA guidelines. The role emphasizes controls and accuracy and contributes to automation, strategy, process documentation, and analytical insights to support high-quality service to investors and customers. The analyst works with limited or minimal supervision, provides guidance and oversight to less senior team members, and collaborates with management and other departments on initiatives, issue resolution, and process improvements. The role also supports investor satisfaction, audit and rating agency inquiries, and department policy and procedure updates. The position is on-site. Employees must have a smartphone that meets company security standards and can install applications such as Microsoft Authenticator; employment is contingent on meeting this requirement.

Requirements

High school diploma or equivalent required.
Three to five years of mortgage servicing experience, including at least three years of investor reporting experience.
Advanced Microsoft Excel experience.
Strong mathematical aptitude and the ability to identify mathematical causal relationships and apply analytical approaches to research.
Strong communication skills for interacting with senior management and other business units.
Strong attention to detail and ability to multitask and respond well to pressure and competing deadlines.
Results-oriented approach and sense of urgency.
Ability to learn quickly, assimilate new ideas, and thrive in a fast-paced environment.
Smartphone that meets company security standards and can install applications such as Microsoft Authenticator.

Nice To Haves

Bachelor's degree in Accounting or Finance.
Experience with Access, SQL, or other database reporting.
Servicing Director knowledge.
Prior experience performing business, data, and/or statistical analysis.

Responsibilities

Prepare reports while strictly adhering to reporting requirements and partner with other departments on joint initiatives.
Prepare and submit monthly remittances for assigned portfolios within applicable deadlines.
Investigate and reconcile investor issues and reporting exceptions, and resolve them in a timely manner.
Research operational, reporting, or data issues and present solutions or process improvements to management.
Provide a high level of customer service, support investor satisfaction, and manage scorecard performance where applicable.
Adapt to changing business needs and requirements.
Apply knowledge of pooling and servicing agreements and GSE Servicing Guides.
Handle ad hoc reporting and research as directed by management.
Review and update department policies and procedures quarterly.
Provide direction, leadership, training, motivation, coaching, and assessment to support team performance and company and department goals as needed.
Present project statuses, issues, concerns, and recommendations cohesively and confidently to senior management.
Collaborate with upper management, internal departments, and analysts to support company goals.
Create summary or modified work products in response to audit, rating agency, or management inquiries and requests.