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Cornerstone Servicing · 1 week ago

Sr. Investor Reporting Analyst

Englewood, CO

Full-time

Onsite

Mid, Senior Level

$70K/yr - $90K/yr

3+ years exp

Cornerstone Servicing, a division of Cornerstone Capital Bank, is a leading mortgage servicer known for its exceptional service and employee satisfaction. They are seeking a Sr. Investor Reporting Analyst to prepare investor reporting, ensure compliance with guidelines, and act as a primary contact for investor inquiries.

Customer ServiceFinancial ServicesSoftware

Responsibilities

Prepare, review, and submit monthly investor reports, remittances, and custodial account reconciliations

Ensure compliance with investor guidelines, pooling and servicing agreements (PSAs), and contractual requirements

Ensure servicing system and reports are in balance and monitor cash movement and advancement requirements

Coordinate loan movement and cash settlement activity between the Loan Boarding/Service Transfer group, and the sellers

Perform complex cash, principal, interest, escrow, corporate advance, and custodial reconciliations

Investigate and resolve investor reporting discrepancies, shortages, overages, and system exceptions

Act as a primary point of contact for investor inquiries, audits, and exception resolution

Provide training, guidance, and mentorship to junior analysts

Complete special projects as assigned by Manager

Qualification

Accounting experienceInvestor reportingCPA certificationAnalytical reasoningMicrosoft Office SuiteProblem solvingCritical thinkingVerbal communicationWritten communicationAttention to detailInterpersonal skillsAdaptability