Sr. Investor Services Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Cornerstone Servicing · 13 hours ago

Sr. Investor Services Associate

Cornerstone Servicing is a best-in-class mortgage servicer with a reputation for amazing service and employee satisfaction. They are seeking an experienced Sr. Investor Services Associate to prepare investor reporting and manage various loan-related accounts and cash movements.

Customer ServiceFinancial ServicesSoftware

Responsibilities

Prepare monthly reporting of certain loan related accounts and works with the responsible individuals to make any necessary corrections
Prepare loan sale journal entries based on purchase advise (PA) detail that is downloaded from loan software
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
Review and understand PSA requirements or private securities to be compliant to all reporting and remittance requirements and triggers
Complete special projects as assigned by Manager Corporate Accounting

Qualification

Accounting experienceMortgage environment experienceAnalytical reasoningCPA certificationMicrosoft Office SuiteProblem 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

Full benefits package
Performance-based bonus

Company

Cornerstone Servicing

twittertwitter
company-logo
Cornerstone Servicing manages mortgage loans with online payment options, autopay setup, and customer support.

Funding

Current Stage
Growth Stage

Recent News

Company data provided by crunchbase