Sr. Investor Reporting Analyst jobs in United States
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Cornerstone Capital Bank · 1 day ago

Sr. Investor Reporting Analyst

positionEnglewood, CO
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$70K/yr - $90K/yr
date3+ years exp

Cornerstone Capital Bank is a best-in-class mortgage servicer known for its commitment to customer satisfaction and employee happiness. They are seeking a Sr. Investor Reporting Analyst to prepare investor reporting and ensure compliance with investor guidelines while providing mentorship to junior analysts.

Financial Services

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/Finance degreeCPAMortgage accounting experienceMicrosoft Office SuiteAnalytical reasoningProblem solvingCritical thinkingEffective communicationAttention to detailInterpersonal skillsAdaptability

Required

Bachelor's degree in Accounting/Finance or equivalent work experience
Minimum 3-5 years of professional accounting experience in a mortgage environment
Strong analytical reasoning, problem solving and critical thinking skills
Effective verbal and written communicator
Must be well organized with attention to detail
Excellent interpersonal and relationship building skills
Quick learner and adaptable to constant change
Minimum 2 years of experience using Microsoft Office Suite (Word, Excel, Outlook, etc.)

Preferred

CPA preferred

Benefits

A full benefits package
The potential for a performance-based bonus

Company

Cornerstone Capital Bank

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We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you.
location
Houston, Texas, US
people-size51-200 employees
web-link
https://www.cornerstonecapital.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Scott Almy
President and Chief Executive Officer
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Dana Bustos - National Talent Matchmaker
Talent Acquisition Manager and Business Line Partner, VP
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Company data provided by crunchbase