Manager - Investor Accounting
About the role
We are seeking an experienced Manager to join our Investor Accounting team in Houston, TX. Reporting to the Director of Investor Accounting, this role combines hands-on technical execution with direct people management responsibilities, overseeing a team who supports our investor partners and cash management operations.
Responsibilities
Directly manage and mentor team members of varying experience levels, providing guidance on complex technical issues and career development
Conduct performance evaluations and provide ongoing feedback to drive individual and team performance
Partner with the Director to develop and implement comprehensive training programs for new hires and continuous education for existing staff
Build team capacity and foster a culture of accountability, collaboration, and continuous improvement
Train and manage staff responsible for bank account administration including opening and closing accounts as needed
Oversee the generation and distribution of remittances and reporting packages for investors including Freddie Mac, Fannie Mae, Ginnie Mae, CMBS, life companies, and other institutional partners
Serve as a primary point of contact for investor inquiries and escalations, ensuring timely and accurate responses
Review and approve complex reconciliations and resolve escalated reporting issues
Collaborate with cross-functional teams to develop, maintain, and enhance policies and procedures for all investor accounting functions
Review banking fees to identify any changes or trends and recommend areas where negotiation may result in reduced expenses
Actively support Director during audits by reviewing documentation gathered by the team and drafting responses
Aids in responding to audit findings, determining mediation and following-up for compliance
Ensure adherence to SOX controls, company policies, and investor requirements
Monitor compliance with servicing guidelines and regulations for mortgage banking
Identify and remediate control gaps or process weaknesses
Identify and implement opportunities for technology-driven solutions to enhance accuracy, efficiency, and scalability
Lead the implementation of process improvements and system enhancements
Oversee testing of system functionality and validation of software upgrades and reports
Drive standardization and automation initiatives to create a scalable platform
Develop and deliver management reports and analysis to support business decisions
Support ad hoc projects and strategic initiatives as assigned by the Director
Contribute to departmental planning and goal-setting
Qualifications
6+ years of progressive experience in mortgage accounting or mortgage banking
2+ years of people management or supervisory experience
Strong understanding of investor requirements for Freddie Mac, Fannie Mae, Ginnie Mae/HUD/FHA, CMBS, and life companies
Solid working knowledge of CRE finance, servicing guidelines and regulations
Familiarity with SOX compliance requirements and internal control frameworks
Highly advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, macros, complex formulas, data analysis)
Excellent analytical and problem-solving skills with keen attention to detail
Preferred
Bachelor's degree in Accounting, Finance, Real Estate, or related field
Experience implementing technology solutions or optimizing servicing platforms
Track record of successfully managing and developing high-performing teams
Experience serving as liaison during audits or regulatory examinations