- The Team Lead Investor Reporting is responsible for the setup, reporting, and remitting on new investors and reviewing existing files to ensure quality of externally sent files. Additionally, the individual will work directly with the investor reporting analysts to train the staff to understand the processes they are completing as well as any changes to existing processes. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners.
- Confirm monthly reports are produced and delivered in an accurate and timely manner including but not limited to loan level invoice and remit files while meeting the contractual SLA for each investor with a high rate of accuracy. Resolve any coding issues with reports by working with management to make the necessary changes and update policies and procedures.
- Work with the staff to resolve any external issues and correct or update any data or formatting issues in the monthly reporting to ensure client satisfaction.
- Confirm reports, and wire requests are being sent timely as it relates to the monthly reporting and remittances.
- Confirm the staff is accurately working with internal clients such as investor accounting and finance on all account reconciliation items including P&I, service fee, corporate advance, P&I advance, and operating account reconciliations by reviewing outstanding bank reconciliations monthly.
- Review reports before they are submitted externally. This includes checks for formatting issues, month-over-month consistency issues, contract billing agreement, full balance roll forward, and large transaction investigation.
- Coordinate with the department's management to address issues identified so that reoccurring process issues can be remedied.
- Performs additional projects and duties as assigned by manager.
- Develops and enhances operational procedures. Assists with internal and external audits.
- Heavy use of Microsoft excel for data analysis and reporting.
- Handle ad-hoc reporting or research as directed by management. Performs related duties as assigned by management.
- Bachelor's Degree in Accounting or Finance preferred.
- 6+ years of Investor Reporting experience required.
- Advanced MS Excel experience required including pivot tables, Vlookups and other complex formulas.
- Proficient in MS Word and PowerPoint.
- SQL or other database reporting experience preferred.
- Servicing Director knowledge a plus.
- Strong problem solving and analytical skills.
- 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.
-
Team Lead
3 days ago
SteelTech Houston, United StatesBuscamos un jefe de equipo orientado a los resultados que se encargue de controlar y supervisar a un equipo de operarios de producción para alcanzar los objetivos de la organización. · Será responsable de proporcionar seguridad, calidad, orientación, instrucción y habilidades ope ...
-
Team Lead
1 week ago
PrideStaff Houston, United States Direct HireJob: Team Lead - Skiving & Molding · Location: HTX 77041 · Pay: $24/hr · Schedule: M-F 6AM-2:30PM · Full Time, Direct Hire · Long Term Leadership Role · *Please Reply Only If You Have Experience Working In A Leadership Role In A Manufacturing/Production Environment* · JOB SUMMARY ...
-
Team Lead
3 weeks ago
TC Energy Houston, United States Full timeDetermined. Imaginative. Curious. If these are some of the ways you describe yourself — we want to learn more about you At TC Energy, we are Energy Problem Solvers — passionate about transitioning North America to cleaner energy while meeting the energy demands of today and tomo ...
-
Team Lead Lawn Maintenance
2 weeks ago
The Grounds Guys The Woodlands, United StatesEste es el trato: somos increíbles cuidando a nuestros clientes y brindando un servicio excepcional de cuidado del césped y paisajismo residencial y comercial. Pero eso solo sucede porque tenemos personas increíbles como tú en nuestro equipo. Si está listo para dar el siguiente p ...
-
Team Lead
1 week ago
Bastion Technologies Houston, United StatesJob Description · Job Description · The Team Lead Systems Engineering will support the JETS II contract supporting NASA in Houston, Texas. · RESPONSIBILITIES: · The Systems Engineering Team Lead will be managing the SE activities of the Gateway Program GRAIL Laboratory. · Suppor ...
-
Team Lead
1 day ago
Schlumberger Houston, United StatesFull-time or part-time: Full-time · Job title: Team Lead · Job Location: 1430 Enclave Parkway, Houston, TX 77077 · Job Description : · Lead a small team of technical Cloud Software Engineers and Sustaining staff focused on a subsystem or sub-element of a larger product cl ...
-
Team Lead
3 weeks ago
Tempur Sealy Houston, United StatesS ummary · : · Tempur-Pedic Team Lead's primary responsibility is to provide excellence in customer service while selling and marketing Tempur-Pedic products. In addition, this individual will serve as a member of management when the Store Manager is not available. This could i ...
-
Team Lead
1 week ago
Pridestaff Houston, United StatesJob Description · Job DescriptionJob: Team Lead - Skiving & Molding · Location: HTX 77041 · Pay: $24/hr · Schedule: M-F 6AM-2:30PM · Full Time, Direct Hire · Long-Term Leadership Role · *Please Reply Only If You Have Experience Working In A Leadership Role In A Manufacturing/Prod ...
-
Team Lead
3 weeks ago
Schlumberger Houston, United StatesFull-time or part-time: Full-timeJob title: Team LeadJob Location: 1430 Enclave Parkway, Houston, TX 77077Job Description:Lead a small team of technical Cloud Software Engineers and sustaining staff, focused on a subsystem or sub-element of a larger product cloud software develop ...
-
Team Lead
2 weeks ago
SLB San Francisco, United States PermanentFull-time or part-time: Full-time · Job title: Team Lead · Job Location: 1430 Enclave Parkway, Houston, TX 77077 · Job Description : · Lead a small team of technical Cloud Software Engineers and Sustaining staff focused on a subsystem or sub-element of a larger product cl ...
-
Team Lead
1 week ago
Bastion Technologies Houston, United StatesThe Team Lead Systems Engineering will support the JETS II contract supporting NASA in Houston, Texas. · RESPONSIBILITIES: · The Systems Engineering Team Lead will be managing the SE activities of the Gateway Program GRAIL Laboratory. · Support engineering flight project sched ...
-
Team Lead
1 week ago
Aramco Services Company Houston, United StatesJob Description · Job DescriptionBasic Function · Provides oversight and guidance to the Upstream group with input from the Director of Houston Research Center. Must ensure the working environment is conducive to high productivity and overall, wellbeing of the group. Candidate mu ...
-
Team Lead
1 day ago
Divvy Homes Houston, United StatesAt Divvy Homes, we're building an on-ramp to homeownership - one that's more flexible, more affordable, and an all-around better fit for today's American family - and it's working. Recognized as Time 100's most influential companies of 2022 and a Great Place to Work, Divvy strive ...
-
Engineer Team Lead
3 weeks ago
TalentAmp Houston, United StatesEssential Job Responsibilities: · The Engineering Team Lead has the abilityto effect short‐term and some long‐term business goals. · Demonstrated multipleProjects management · Technical Sales leader · Demonstrated customerfacing project leadership · Ability to lead projects to su ...
-
Regulatory Team Lead
2 weeks ago
DM Clinical Research Houston, United StatesRegulatory Team Lead · The Regulatory Team Lead plays a pivotal role in providing leadership and guidance to the regulatory affairs team, ensuring efficient execution of regulatory strategies and compliance with applicable regulations. This position requires strong regulatory ex ...
-
Team Lead, Warehouse
5 days ago
DSV A/S Houston, United StatesDSV - Global transport and logistics · In 1976, ten independent hauliers joined forces and founded DSV in Denmark. Since then, DSV has evolved to become the world's 3rd largest supplier of global solutions within transport and logistics. Today, we add value to our customers' ent ...
-
Team Lead, Administration
1 week ago
DSV A/S Houston, United StatesDSV - Global transport and logistics · In 1976, ten independent hauliers joined forces and founded DSV in Denmark. Since then, DSV has evolved to become the world's 3rd largest supplier of global solutions within transport and logistics. Today, we add value to our customers' enti ...
-
Contracting Team Lead
2 weeks ago
Keystone Advisors LLC Houston, United StatesOur Contracting team is growing We are looking to add · Contracting Team Lead · that has strong computer skills, superior multitasking abilities, and eye for detail . · The role is ideal for a results-driven team leader who is process orientated and looking to make an impact. ...
-
Team Lead, Administration
1 day ago
DSV Road Transport Houston, United StatesDSV - Global transport and logistics · In 1976, ten independent hauliers joined forces and founded DSV in Denmark. Since then, DSV has evolved to become the world's 3rd largest supplier of global solutions within transport and logistics. Today, we add value to our customers' enti ...
-
QMHP Team Lead
3 weeks ago
Life Enhancement Services Houston, United StatesJob Description · Job DescriptionSalary: $30-$33 · WHAT WE ARE LOOKING FOR IN A TEAM LEAD: · Has been a QMHP for at least 2 years · Supervision experience at least a year · The Team Lead assists with the planning and directing the overall delivery of community-based mental hea ...
Investor Reporting Team Lead - Houston, United States - Newrez
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Primary Function
The Team Lead Investor Reporting is responsible for overseeing the daily and monthly activities for the Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios, including reporting, remittances, and reconciliation resolution.
Principal Duties
Education and Experience Requirements
Knowledge, Skill, and Ability Requirements
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
#LI-AS1
Company Perks
• 15 Paid Time Off (PTO) days and 18 after 1st anniversary
• 9 Paid Holidays
• Employee Engagement Activities
Company Benefits :
• Medical (including Health Savings Account & Flexible Savings Account)
• Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match – Employee Assistance Plan
• Performance-based Incentives
• Pet Insurance
• Advancement Opportunities
Newrez NOW:
• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
• 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
• Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
• Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions