VP, Investor Reporting

Key Responsibilities

• Oversight of the preparation, review, and distribution of monthly, quarterly, and annual investor reporting packages for commercial loan portfolios.
• Ensure accuracy of remittance reporting, loan performance metrics, servicing advances, fees, and investor allocations.
• Review and approve investor statements, compliance certificates, and ad-hoc reporting deliverables prior to release.
• Serve as an escalation point for complex investor reporting questions and issues.
• Act as the primary investor reporting liaison escalation contact with the company's subservicer.
• Review and validate subservicer-provided reports, remittance data, and investor statements for accuracy, completeness, and compliance with servicing agreements.
• Cook up issue resolution with the subservicer related to data discrepancies, reporting variances, servicing advances, and investor inquiries.
• Coordinate with the subservicer on ongoing oversight, reporting reviews, and performance discussions related to the subservicer.
• Support subservicer onboarding, system changes, and reporting enhancements impacting investor reporting.

Team Leadership & Development

• Lead, mentor, and develop a high-performing investor reporting team.
• Establish clear roles, responsibilities, and performance expectations.
• Support hiring, training, and professional development initiatives.

Controls, Compliance & Audit

• Design, implement, and maintain strong internal controls over investor reporting processes.
• Ensure compliance with servicing agreements, pooling and servicing agreements (PSAs), investor reporting guidelines, and applicable regulatory requirements.
• Partner with internal audit, external auditors, compliance, and risk teams to support audits, examinations, and investor reviews.
• Identify reporting issues, perform root-cause analysis, and drive timely remediation.

Cross-Functional Collaboration & Process Improvement

• Work closely with loan servicing operations, accounting, treasury, and technology teams to ensure data integrity across systems and reports.
• Support onboarding of new investors, portfolios, and securitizations from an investor reporting perspective.
• Drive process improvements, automation, and scalability initiatives to support growth of the servicing platform.
• Provide senior management with insights into portfolio performance, reporting risks, and operational trends.