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Merchants Bank IN · 2 months ago

Investor Reporting Analyst - Single Family Mortgage

Carmel,IN,US

Full-time

Onsite

Mid Level

3+ years exp

Merchants Bank IN is a top-performing U.S. public bank headquartered in Carmel, Indiana, and they are seeking an Investor Reporting Analyst. The role involves ensuring accurate reporting and reconciliation for investors in the residential mortgage loan servicing environment, with a focus on compliance and attention to detail.

BankingFinanceFinancial Services

Responsibilities

Perform initial and monthly required investor reporting in order to remain compliant with investor guidelines

Coordinate with new loan boarding to ensure accurate investor and accounting setup

Track and remit required payments to investors per their set schedules

Work with internal accounting for account reconciliation items including, but not limited to, P&I, T&I, service fee, corporate advances, timing advance and operating account reconciliations

Primary point of contact with investors regarding investor reporting matters

Assist with audit processes and support department audit procedures

Complete general accounting tasks in support of the mortgage servicing department

Qualification

Mortgage servicing experienceInvestor reporting knowledgeMS Excel proficiencyReport writing softwareAttention to detailMS Word proficiencyMS Outlook proficiencyFICS software knowledgeOrganizational skillsVerbal communication skillsWritten communication skills