Manager - Investor Reporting jobs in United States
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Greystone · 1 day ago

Manager - Investor Reporting

Greystone is a private national commercial real estate finance company known for its leadership in multifamily and healthcare finance. The Manager in the Investor Reporting/Payoffs department will oversee the preparation of reporting and remittance packages for investors, ensuring compliance with regulatory guidelines and managing a team of Investor Reporting staff.

Business DevelopmentFinanceFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Ensure all reporting, remitting and reconciliations are completed as required by the various investor, agency and regulatory agreements and guidelines and that Greystone is in full compliance
Oversee and develop Investor Reporting staff members; train them on all facets of the job and monitor and report on their performance
Review and approve remittances and reporting (management, investor, agency, and regulatory) for assigned portfolios
Review and approve financial entries
Prevent fraud through adherence to system and process controls in addition to continually monitoring and reviewing such
Organize and implement new processes in the department to improve efficiency, accuracy and compliance
Ensure that procedures and training tools are on file and up to date
Facilitate and coordinate the accurate and timely pulling of support for agency, internal and corporate audits
Collaborate with other Servicing Managers and IT to upgrade the servicing system, auxiliary databases, Navision, Greystone’s Customer Service and Investor Portal, etc
Facilitate and oversee Investor Accounting’s role in the acquisitions and/or releases of servicing
Transfer foreclosures to the REO database
Maintain corporate disaster recovery plan
Ensure a WoW! customer service experience for all internal and external clients
Proactively communicate regularly with your manager in order to ensure that she is kept up to date and adequately informed to represent the team and to make sound decisions
Perform other miscellaneous duties as assigned

Qualification

Investor ReportingFinanceAccountingMicrosoft Dynamics NAVLoan ServicingMicrosoft ExcelOrganizational SkillsAnalytical SkillsProblem-solvingCommunication SkillsTeam Collaboration

Required

Minimum 10 years' experience in finance, accounting, investor reporting
Bachelor's degree in accounting, finance, or business administration
Strong Microsoft Excel and Word proficiency
Strong organizational skills with a focus on meeting deadlines and attention to detail
Strong problem-solving skills with ability to handle multiple tasks simultaneously
Self-starter, dedicated, and professional
Excellent analytical skills
Excellent written and oral communication skills
Ability to build and contribute to a team environment

Preferred

Experience with Microsoft Dynamics NAV or similar general ledger accounting package
Experience in loan servicing

Company

Greystone

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Greystone is a financial services and private investment company.

H1B Sponsorship

Greystone 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
2024 (2)
2021 (1)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
$95.7M
2024-10-25Debt Financing· $35.2M
2014-02-18Debt Financing· $60.5M

Leadership Team

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Kerry Brewer
Senior Vice President
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Stephen Rosenberg
Founder and Corporate Officer
Company data provided by crunchbase