Newrez LLC ยท 6 hours ago
Team Lead - Investor Reporting (On-Site)
Coppell, TX
Full-time
Onsite
Senior Level
6+ years expNewrez LLC is dedicated to exceeding the expectations of residential mortgage borrowers and business partners through superior service. The Team Lead Investor Reporting will oversee daily and monthly activities related to investor portfolios, ensuring accurate reporting and effective communication with the investor reporting analysts and internal partners.
FinanceFinancial Services
Responsibilities
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
Qualification
Required
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
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
Preferred
Bachelor's Degree in Accounting or Finance preferred
SQL or other database reporting experience preferred
Servicing Director knowledge a plus
Benefits
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
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
Company
Newrez LLC
Newrez brings a unique combination of mortgage expertise, financial strength, and product innovation capabilities to the lending table.
5001-10000 employees
H1B Sponsorship
Newrez LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (12)
2023 (41)
2022 (3)
2021 (2)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Joshua Bishop
Chief Operating Officer, Servicing
B
Bruce Williams
Vice Chairman
Recent News
2025-11-01
2025-11-01
Fight Colorectal Cancer
2025-10-31
Company data provided by crunchbase