Investor Reporting Associate

Job Summary

A company is looking for an Investor Reporting Associate to join their Investor Reporting team.

Key Responsibilities

• Report loan activity records accurately and on time to investors
• Perform monthly reconciliations in accordance with investor requirements
• Maintain remittance schedules and ensure the timely delivery of funds

Required Qualifications

• 1 year of Investor Reporting experience within mortgage servicing
• Proven experience working with Fannie Mae, Freddie Mac, Ginnie Mae, and private investors
• Strong understanding of remittance types and loan amortization
• Bachelor's Degree (preferably in Finance or Accounting or STEM) -or- 2-3 years of experience in an accounting or finance role preferred
• Proficiency in Excel (vlookup, pivot tables, sum functions) and basic use of Gmail and Google Workspace