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Investor Accounting/Reporting Specialist

Skills
AccountingConsultingInvestor ReportingManagementMortgage ServicingMortgagesProject Management
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Minimum 5 years direct experience in investor accounting or investor reporting in mortgage servicing
  • Experience with mortgage accounting is a plus
  • Project management experience as a consultant or internal team member in software implementation
  • Excellent spoken and written communication skills
  • Highly analytical mindset with comfort working with large data sets
  • Hands-on experience in SQL or another language is desirable

Nice to have

  • Customer-first mentality
  • Collegial attitude
  • Analytical mindset
  • Remote collaboration

Day to day

  • Work directly with clients to define develop and implement technology solutions for investor accounting in mortgage servicing.
  • Understand and communicate reconciliation practices for custodial escrow clearing and general ledger accounts while supporting mortgage accounting processes.
  • Gather requirements document complex business needs test and configure environments and provide ongoing customer support.

Hiring process

  • Submit application
  • Background check
  • Employment verification
  • Education verification