Loan Servicing Investor Reporting Specialist
Core
Prepares accurate, efficient, and timely financial analysis and reporting for a loan servicing portfolio on monthly, quarterly, and annual bases for investors including Fannie Mae, Freddie Mac, Ginnie Mae, and private label investors.
Role type
Loan Servicing Investor Reporting Specialist
Builds
Financial analysis reports, delinquency reports, and remittance calculations for investor portfolios
Domain
Mortgage banking and loan servicing
Deliverable
dashboards & analysis
Required skills
Data entry, Microsoft Excel, Microsoft Word, Financial reporting, Reconciliation, Compliance with investor guidelines, Risk management adherence
Preferred skills
Mortgage Servicing Platform (MSP) experience, Accounting principles knowledge
Responsibilities
Ensures accurate and timely reporting of loans serviced for Freddie Mac and various private investors; Performs monthly reconciliation for investor custodial bank accounts and related general ledger accounts; Prepares and analyzes monthly accounting reports used to calculate remittances for investor portfolios; Handles investor correspondence and inquiries related to reporting, remitting and reconciling
Seniority
Mid-level, individual contributor
