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Investor Accounting/Reporting Specialist
Skills
AccountingConsultingInvestor ReportingManagementMortgage ServicingMortgagesProject Management
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
