Team Lead - Investor Accounting (On-Site)

Newrez LLCCoppell, TX
23hOnsite

About The Position

Who We Are At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance. Primary Function Responsible for the group’s timely and accurate completion of P&I and T&I Custodial reconciliations, and is responsible for the implementation, maintenance, and communication of company policies and procedures. This position requires a high degree of discretion, sound judgment, initiative and knowledge of Investor Reporting guidelines. This position works with all levels of employees within the organization and requires strong organizational, communication, and planning skills.

Requirements

  • College degree required
  • 5-8 years Investor Accounting experience.
  • Organizational skills with attention to detail.
  • Ability to assess workload and workflow to prioritize functions to meet deadlines.
  • Strong written and verbal communication skills.
  • Strong PC skills (Excel)
  • Ability to work and interact with all levels in an organization
  • All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator.
  • Employment will be contingent on this requirement.

Nice To Haves

  • Preferred knowledge of FHA, VA, and USDA loan guidelines.
  • Preferred knowledge of Fannie Mae, Freddie Mac, and Ginnie Mae servicing guidelines.

Responsibilities

  • Reconcile P&I and T&I Custodial accounts on timely basis and within the Investor’s established guidelines (FNMA, FHLMC, GNMA, and PLS).
  • Responsible for the training of new and current Investor Accounting analysts.
  • Provide continuous feedback to staff.
  • Review and approve P&I and T&I Custodial accounts and bring to Manager’s attention any exception items requiring special handling or analysis.
  • Oversee process improvement initiatives, research projects with other departments, and company initiatives.
  • Review current internal controls and implement approved procedures to correct any deficiencies.
  • Work with upstream departments and the Investors to resolve any custodial variances.
  • Assure that proper procedures are followed, and final resolution occurs.
  • Ensure that Investor guidelines are adequately followed, and tracking reports are properly maintained.
  • Research and gather reports and documentation requested for all audits.
  • Performs related duties as assigned by supervisor.

Benefits

  • Medical, dental, and vision insurance
  • Health Savings Account with employer contribution
  • 401(k) Retirement plan with employer match
  • Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
  • Adoption Assistance
  • Tuition & Certification reimbursement
  • Employee Mortgage Loan Program
  • The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
  • 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
  • Matching Gifts Program - dollar-for-dollar up to $1,000
  • Access to grants, nonprofit resources, and volunteer opportunities
  • More than $6,000,000 donated since 2020
  • 1 in 5 employees participates in at least one Employee Resource Group (ERG)
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