Investor Relations Manager
Triad Financial Services, Inc. · Jacksonville, FL · 1 wk ago
FinanceFull-time
Position Overview
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Investor Relations Manager to join our growing team.
Essential Functions
- Responsible for all operations within Triad’s Investor Reporting department. Including daily and weekly transactions, support the month-end close process, monthly reconciliations and validation of the monthly investor remittances.
- Provides support for the development and implementation of strategic plans for the manufactured home mortgage servicing division.
- Manage all servicing transfers inbound, internal, and outbound for tracking and reconciliation.
- Monitor and support the servicing of Triad’s Freddie Mac loan portfolio.
- Develop policies and procedures for servicing manufactured home loans as it relates to Investor Reporting.
- Monitor regulatory changes affecting servicing to ensure compliance and competitive positioning.
- Build and maintain relationships with investor clients, manufactured home dealers, builders, and other industry stakeholders.
- Provide support for investor clients to remit funds for corporate advances. Ensure investors remit payment monthly and handle any disputes that may arise.
- Work with accounting regarding any investor relations needed between accounting and servicing.
- Monitor and facilitate any changes in monthly investors (adding, deleting, mergers and acquisitions).
- Facilitate opening custodial bank accounts for each investor and ensure accurate reporting for each custodial account that is set up in MSP servicing platform.
- Review and contribute to new Servicing contracts to monitor and track changes.
- Assist Cash Manager with any MSP platform reporting issues that may arise.
- Responsible for any employee development regarding investor relations.
- Ensure all MSP daily balancing occurs and tracked accordingly.
- Ensure that all system maintenance is completed timely and accurately.
- Support senior management with projects as needed.
- Establish and monitor performance metrics for investor reporting for daily operations.
- Aid in Servicing projects as needed.
- Maintain and monitor regulatory filings as needed for Servicing.
Education And/or Work Experience Requirements
- 5+ years of accounting/finance background.
- In-depth understanding of the manufactured housing market and related financial regulations a plus.
Knowledge, Skills, And Abilities
- Strong knowledge of Fannie Mae, Freddie Mac, FHA, VA, and other mortgage loan products for manufacture home underwriting guidelines.
- Excellent communication, negotiation, and presentation skills.
- Strong analytical and problem-solving abilities.
- Ability to establish and maintain relationships with industry partners, clients, and stakeholders.
- Commitment to maintaining compliance with all federal, state, and local regulations.
Physical Demand
- Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
- Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.