Senior Investor Reporting Analyst – Commercial Mortgage Servicing, Multifamily Housing

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

📋 Description

• Prepare and present Investor reporting packages and data files, which include monthly, quarterly, annual, and ad-hoc reports as required by Investors. Ensure that all reporting, certifications, remittances, and supporting documentation are precise, comprehensive, and submitted within the specified deadlines.

• Reconcile and authenticate loan-level data against Investor reports and servicing system records to maintain data integrity. Scrutinize Investor files, account reconciliations, payment activities, and wire instructions for accuracy, completeness, and compliance with Investor standards.

• Drive process automation and continuous improvement initiatives to enhance the efficiency, accuracy, and operational controls of reporting.

• Assist in coordinating both internal and external audits, which includes preparing documentation, managing timelines, and acting as a liaison between auditors and internal stakeholders.

• Organize and support compliance-related meetings by preparing agendas, documenting discussions, and tracking follow-up actions to ensure timely completion.

• Mentor junior team members by providing guidance, reviewing their work, and contributing to team development and knowledge-sharing initiatives.

• Generate recurring and ad-hoc reports for senior leadership, emphasizing trends, variances, risks, and key exceptions.

• Collaborate with Finance, Asset Management, and other servicing teams to address reporting issues and uphold internal control requirements.

⛳️ Requirements

• Bachelor’s degree in business, Accounting, Finance, or a related discipline.

• Over 3 years of experience in commercial mortgage servicing, Investor Reporting, Cash Management, or related financial operations. Strong understanding of Agency (Fannie Mae & Freddie Mac), FDIC, and other Investor reporting criteria.

• Proficient in McCracken Strategy, Excel including pivot tables, VLOOKUP/XLOOKUP, and reconciliation formulas.

• Strong analytical, reconciliation, and problem-solving skills with a keen attention to detail.

• Demonstrated ability to manage multiple deadlines and perform effectively in a high-volume, deadline-oriented environment.

• Excellent written and verbal communication skills, with the capability to collaborate professionally across internal teams and external partners.

• Ability to work independently while effectively contributing within cross-functional teams.

• Willingness to travel as required.

🏝️ Benefits

• Competitive compensation

• 401(k) retirement plans with employer match

• Medical, dental, and vision benefits for employees and their dependents

• Commuter benefits

• PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability

• Tuition assistance program

• Two “work from anywhere” weeks per year

• Summer Fridays

• Collaborative working spaces

• Service days to support our communities

• Employee development and engagement events