Job Description
Team: Finance
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 United States.
This role is 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. You will manage a team responsible for critical reporting and reconciliation processes that directly impact investor relationships and financial integrity. The position plays a key role in maintaining controls, improving operational efficiency, and ensuring adherence to agency, private investor, and regulatory requirements. You will also serve as a subject matter expert across investor accounting activities, supporting audits, remediation efforts, and cross-functional initiatives. In addition to operational oversight, you will provide leadership through coaching, performance management, and process optimization. This is a high-accountability role requiring strong analytical thinking, attention to detail, and the ability to perform in a fast-paced, deadline-driven financial services environment.
Accountabilities:
- Lead and manage the investor reporting function, ensuring accurate, timely, and compliant reporting to agency and private investors while overseeing daily operational execution.
- Review and approve investor reports and remittances, ensuring accuracy, completeness, and adherence to required timelines to prevent financial discrepancies or penalties.
- Oversee loan boarding, servicing transfers, and reconciliation processes, including validation of principal balances and resolution of variances across systems and reports.
- Manage service release activities, including settlement file delivery, fund remittance to purchasers, and reimbursement processes for negative remittances.
- Maintain and enhance internal controls, policies, and procedures to ensure compliance with investor guidelines, regulatory standards, and internal audit requirements.
- Support internal and external audits by preparing documentation, responding to inquiries, and ensuring full transparency of reporting processes.
- Lead, coach, and develop team members through performance management, feedback, training, and annual evaluations to ensure consistent high performance.
- Monitor regulatory changes and investor requirements, ensuring timely updates to processes and alignment across the organization.
- Drive continuous improvement initiatives, identifying operational inefficiencies and implementing enhancements to reporting accuracy and process effectiveness.
- 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.
- Ability 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.
- 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
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Date Posted
07/06/2026
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