Job summary
Investor Reporting Analyst IILocation: Greenville, SCLima One Capital is searching for an Investor Reporting Analyst I to join the Servicing division of the company.
Job seniority: mid-to-senior level
Responsibilities
• Responsible for accurate and timely reporting to investors. The number, type, and requirements of investor counterparties may change periodically.• Provide excellent service to internal and external stakeholders, typically by assisting investors with questions regarding remittance differences, reporting differences, etc.• Meet or exceed all processing and reporting deadlines and timeframes and work with a sense of urgency to complete tasks.• Perform collection account reconciliations on a routine basis to ensure that transactions in the loan servicing system accurately reflect the bank activity. Perform the necessary research to identify and clear all reconciling items.• Perform reconciliations. Reconciliations include, but are not limited to, custodial bank accounts, month end collection, weekly payoff...etc.• Streamline and automate current reports and templates. Continuously evaluate and identify opportunities to drive process improvements.• Provide a high level of service to investors through correspondence and communications.• Review servicing agreements and research and implement best practices for new investor counterparties using knowledge of investor procedures, remittance, and reporting requirements.• Increase utilization and efficiency of loan servicing software for reporting requirements.• Cross-train existing and new employees in relevant investor reporting areas.• Assume other duties/projects as they arise and be responsive to other departmental needs.
Requirements
• Bachelor's Degree in Accounting or Finance preferred• 5+ year mortgage industry experience preferred• 3+ year experience with investor reporting and/or secondary mortgage marketing and loan servicing preferred• Very proficient and experienced in Microsoft Excel• Able to solve complex problems independently and with sound judgment• Exceptional research and analytical abilities• Proven time management skills with the ability to manage multiple deadlines, prioritize projects and tasks, and adjust quickly while maintaining attention to detail• Good verbal and written communication skills• Ability to work in a fast-paced team environment
Key Skills Needed
• Microsoft Excel proficiency• Problem-solving• Research and analytical abilities• Time management• Verbal and written communication
Benefits
• Competitive salary• Bonus opportunity• Amazing Culture• Medical, Dental and Vision benefits• Life, Short-Term Disability, Long-Term Disability• 401K with company match• Excellent training• PTO, sick days and holidays• Parental Leave• Growth opportunities• Great location
