Investor Reporting Specialist II jobs in United States
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PENNYMAC · 1 hour ago

Investor Reporting Specialist II

Pennymac is a specialty financial services firm focused on the production and servicing of U.S. mortgage loans. The Investor Reporting Specialist II is responsible for completing monthly reporting and remitting for investors, managing complex investor reporting packages, and supporting management in process enhancements.

BankingFinanceFinancial ServicesLendingMortgage
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H1B Sponsor Likelynote

Responsibilities

Create monthly investor reporting packages with medium to high complexity and manage the associated remittances to investors
Review and interpret reporting requirements for assigned deals and create step sheets. Provide feedback to management on requirements outside of the normal business process
Balance and reconcile investor remittances; verify funds availability for P&I remittances
Support management with identifying and analyzing process deficiencies; assist Management with implementation of process enhancements and/or new controls
Complete custodial bank reconciliations with medium to high complexity
Performs other related duties and assist with projects as required
Demonstrate behaviors which are aligned with the organization’s culture and values

Qualification

Investor ReportingMortgage Industry ExperienceAccessMS SQLProcess ImprovementAnalytical Skills

Required

Bachelor's degree or equivalent work experience
5+ years mortgage industry / financial services experience
3+ years Investor Reporting experience including GSE and private MBS reporting & remitting

Preferred

Proficient knowledge in Access, MS SQL

Benefits

Comprehensive Medical, Dental, and Vision
Paid Time Off Programs including vacation, holidays, illness, and parental leave
Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
Retirement benefits, life insurance, 401k match, and tuition reimbursement
Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

Company

PENNYMAC

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Pennymac is a home loan lending company that offers financial services.

H1B Sponsorship

PENNYMAC 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 (48)
2024 (42)
2023 (33)
2022 (44)
2021 (65)
2020 (34)

Funding

Current Stage
Public Company
Total Funding
$2.33B
2025-12-11Post Ipo Debt· $75M
2025-08-07Post Ipo Debt· $650M
2024-05-20Post Ipo Debt· $850M

Leadership Team

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Stanford L. Kurland
Founder, Chairman, and Chief Executive Officer
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Amar Nadig
Senior Vice President of Enterprise Data
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Company data provided by crunchbase