Job Information
Robert Half Investor Reporting Analyst in Greenville, South Carolina
Description
Robert Half is looking for a detail-oriented and experienced Investor Reporting Analyst II to join our client’s team on a contract basis for 4-6 months. This opportunity is 100% remote. As a Investor Reporting Analyst II, you will be responsible for the Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios, including reporting, remittances, and reconciliation resolution. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.
Duties
Responsible for daily and monthly activities for the Fannie Mae, Freddie Mac, Ginnie Mae, or Private investor portfolios, including remittances, cutoff reporting, and reconciliations for all remittance types.
Prepares and reviews monthly investor reports and remittances along with related cash movements and accounting entries in accordance with agreements.
Ensures that remittance wires are completed timely and accurately.
Calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate, ratio, and percent, including the drafting and interpretation of bar graphs.
Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines.
Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions.
Research operational, reporting, or data issues and present solutions or process improvements to management.
Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable.
Facilitates remittance-related GL journal entries as required.
Maintains and follows procedures and controls within the monthly process.
Assists with internal and external audits.
Heavy use of Microsoft Excel for data analysis and reporting.
Research variances and opens items identified through the reconciliation process.
Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides.
Handle ad-hoc reporting or research as directed by management.
Performs related duties as assigned by management.
Requirements
High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred.
2-4 years of Mortgage Servicing experience required; prior Investor Reporting experience preferred.
Advanced MS Excel experience required.
Strong math skills.
SQL or other database reporting experience preferred.
Servicing Director knowledge a plus.
Knowledge of basic accounting principles and practices.
Solid analytical skills, particularly regarding assessing the probability and impact of an internal control weakness.
Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
Strong communication skills to interact with Senior Management and other business units.
Working understanding of operational risks and related controls.
Strong organizational and time management skills necessary.
Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail.
Self-motivated with strong attention to detail and excellent organization skills.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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