Senior Analyst, Investor Relations

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Prepare and reconcile monthly reports and remittances for investors.

• Manage cash movements and address internal and external inquiries related to investor reports.

• Analyze system cutoff activities based on remittance methodologies.

• Conduct pool-to-security reconciliations and expected cash analyses; quantify overages and shortages while resolving variances.

• Generate reports and remit funds tied to monthly loan activities to investors.

• Oversee P&I custodial accounts to avert overdrafts and advance funds as necessary.

• Cultivate relationships with GSE and non-GSE representatives regarding servicing and investor reporting.

• Reconcile loan-level and pool-level portfolios, reporting monthly balances and remittances in accordance with investor guidelines.

• Keep track of All Regs publications and revise investor reporting policies and procedures as needed.

• Investigate and resolve cash adjustments before they age.

• Address daily inquiries from internal departments and respond to investor questions or requests.

• Prepare documentation for both internal and external audits.

• Process loan transfers and conduct portfolio reconciliations for acquired loans.

• Provide requested data for service-released loans.

• Assist in training new employees as necessary.

• Identify and research investor-related issues for analysis and resolution, preparing summary reports of findings.

• Conduct investor functionality testing within the service bureau system as required.

• Complete special projects as assigned.

• Perform other related tasks as required.

• This position does not involve supervisory responsibilities.

⛳️ Requirements

• Bachelor’s Degree from a four (4) year college or university; or one (1) to two (2) years of related experience and/or training; or an equivalent combination of education and experience.

• Familiarity with Fannie Mae, Freddie Mac, and Ginnie Mae reporting and reconciliation, including FNMA schedules 1, 2, and 3.

• Strong analytical capabilities coupled with excellent mathematical skills.

• Exceptional attention to detail.

• Ability to read, analyze, and interpret general business publications, professional journals, technical procedures, or government regulations.

• Proficiency in writing reports, business correspondence, and procedural manuals.

• Capability to effectively present information and address inquiries from groups of managers, clients, customers, and the public.

• Competence in working with mathematical concepts such as probability and statistical inference, as well as plane and solid geometry, and trigonometry.

• Ability to apply fractions, percentages, ratios, and proportions to real-world situations.

• Skill in solving practical problems with limited standardization.

• Ability to interpret instructions in written, oral, diagram, or schedule form.

• Experience with Fiserv, Business Objects, or Monarch is advantageous.

• Regular and punctual attendance is required.

🏝️ Benefits

• Competitive salary and comprehensive benefits package.

• Opportunities for professional development and career advancement.

• Supportive work environment with a focus on teamwork and collaboration.