Investor Relations Analyst
Core
Support the Product Team by managing new investor applications, annual renewals, and ongoing relationship coordination for the mortgage lender.
Role type
Analyst
Builds
Investor application and renewal processes
Domain
Mortgage banking / Financial services
Deliverable
client delivery
Required skills
Investor application management, renewal coordination, product knowledge, competitive analysis, documentation management
Preferred skills
Mortgage banking industry experience, knowledge of Comergence systems, organizational skills
Responsibilities
Complete new investor applications and track submission status, manage annual investor renewal requirements, serve as a general point of contact for investor partners, identify opportunities to enhance product guidelines and pricing, compare prospective investors based on coverage and strategic fit, prepare vetting documentation for senior management
Seniority
Individual Contributor