Manager - Investor Reporting
Job Summary
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager - Investor Reporting based in the United States.
About the Role
Responsible for leading and overseeing investor reporting operations within a mortgage servicing environment, ensuring accuracy, compliance, and timely delivery of financial and investor-related reporting activities. Manage a team responsible for critical reporting and reconciliation processes that directly impact investor relationships and financial integrity. Serve as a subject matter expert across investor accounting activities, supporting audits, remediation efforts, and cross-functional initiatives. Provide leadership through coaching, performance management, and process optimization.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or equivalent professional experience.
- 4-10+ years of experience in mortgage loan servicing, investor reporting, or investor accounting, with progressive leadership responsibilities.
- Strong knowledge of investor reporting processes, loan servicing operations, and reconciliation methodologies.
- Proven leadership experience managing teams in a financial services or mortgage servicing environment.
- Advanced analytical and problem-solving skills with strong attention to detail and data accuracy.
- Able to work effectively in high-pressure, deadline-driven environments with multiple competing priorities.
- Strong communication skills, with the ability to collaborate across departments, auditors, and external stakeholders.
- Proficiency in Microsoft Office Suite, particularly Excel, with strong comfort in data analysis and reporting tools.
- Demonstrated ability to implement controls, improve processes, and ensure regulatory compliance.
- Strong organizational skills with the ability to manage complex workflows independently and within team settings.
Benefits
- Competitive health coverage including medical, dental, and vision insurance.
- Paid Time Off (PTO) and paid holidays.
- 401(k) retirement plan with company matching.
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
- Company-paid life insurance coverage.
- Employee Assistance Program (EAP) for wellness and support.
- Exposure to cross-functional financial services operations and leadership development opportunities.
- Remote work flexibility within the United States.