Newrez LLC · 21 hours ago
Sr Investor Reporting Analyst (On-Site)
Coppell, TX
Full-time
Onsite
Mid, Senior Level
3+ years expNewrez LLC is committed to exceeding the expectations of residential mortgage borrowers and business partners through superior service. The Sr Investor Reporting Analyst will focus on preparing monthly reports, reconciling activities related to Fannie Mae portfolios, and providing guidance to less senior team members while ensuring best-in-class service to investors and customers.
FinanceFinancial Services
Responsibilities
Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives
Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines
Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions
Research operational, reporting, or data issues and present solutions or process improvements to management
Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable
Demonstrate flexibility to ever-changing business needs and requirements
Possesses an understanding of pooling and servicing agreements/ GSE Servicing Guides
Handle ad-hoc reporting or research as directed by management
Perform a quarterly review and update of department policies and procedures
Provide direction, leadership, training, motivation, coaching and assessment to ensure optimum performance in support of company and department goals as needed
Ability to present cohesively and confidently to Senior Management regarding project statuses, issues and concerns, recommendations, etc
Collaborate with upper management, internal departments and/or analysts to ensure overall company goals are consistently met
Create summary or modified work-product that responds to Audit, Rating Agency or other inquiries and requests of management
Qualification
Required
High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred
3 – 5 years of Mortgage Servicing experience with 3 + years of Investor Reporting experience
Advanced MS Excel experience
Access, SQL, or other database reporting experience
Solid math aptitude, with the ability to recognize mathematical causal relationships, and apply an analytical approach to research
Strong communication skills in order to interact with Senior Management and other business units
Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines
Results-oriented with a sense of urgency
Fast learner – able to assimilate new ideas and thrive in a fast-paced environment
Preferred
Servicing Director knowledge is a plus
Prior work experience performing business, data, and/or statistical analysis is 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
2026-01-08
2025-11-01
Company data provided by crunchbase