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Responsibilities include but are not limited to:
- Ensure the timely and accurate reporting, reconciliation, and remittance of loan servicing activity to investors and agencies, including Fannie Mae, Freddie Mac, and private investors.
- Monitor and reconcile custodial accounts, researching and resolving variances, exceptions, and reporting discrepancies.
- Ensure compliance with investor requirements, agency guidelines, regulatory standards, and internal policies.
- Review, analyze, and validate investor reporting data, recommending corrective actions and improvements to enhance accuracy and data quality.
- Partner with internal and external stakeholders, including Accounting, Servicing, Audit, Technology, and investors, to resolve reporting issues and support business objectives.
- Lead, train, and provide operational guidance to Investor Reporting staff, supporting team performance, development, and departmental initiatives.
- Track and analyze key performance indicators (KPIs), reporting results and identifying risks to ensure reporting deadlines and service levels are achieved.
- Prepare and present investor reporting metrics, performance results, and operational updates to management and investors.
- Identify, develop, and implement process improvements, best practices, and automation opportunities to enhance efficiency, controls, and productivity.
- Maintain and enhance investor reporting procedures by incorporating quality assurance findings, industry developments, regulatory changes, and other duties as assigned.
Qualifications
Required Skills:
- Strong knowledge of investor and agency reporting requirements and guidelines, such as Fannie Mae and Freddie Mac Servicer Compliance and USAP.
- Advanced proficiency in Microsoft Excel, Word, Outlook.
- Excellent analytical, problem-solving, and communication skills.
- Ability to work independently and collaboratively in a fast-paced and dynamic environment.
- Strong leadership, coaching, and organizational skills.
- Attention to detail and accuracy.
- Ability to advise management and liaise between loan operations, Internal Audit and Risk Management.
- Understand Internal Control concepts to advise management on issues.
Required Experience:
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field; an equivalent combination of education and experience may be considered.
- Five (5) or more years of experience in investor reporting, mortgage servicing, financial analysis, or a related financial services environment.
- Demonstrated experience applying agency guidelines and private investor requirements.
Preferred Experience:
- Experience leading process improvement, automation, reporting enhancement, audit, or regulatory initiatives within a mortgage servicing environment.
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