Newrez LLC ยท 1 day ago
Manager - Investor Reporting (On-site)
Coppell, TX
Full-time
Onsite
Mid, Senior Level
6+ years expNewrez LLC is dedicated to exceeding the expectations of residential mortgage borrowers and business partners through superior service. The Manager - Investor Reporting will supervise the preparation of monthly reports and remittances, ensuring accuracy and timely delivery while leading a team to improve performance and innovate processes.
FinanceFinancial Services
Responsibilities
Confirm monthly reports are produced and delivered in an accurate and timely manner including but not limited to loan level invoice and remit files while meeting the contractual SLA for each investor with a high rate of accuracy. Resolve any coding issues with reports by working with management to make the necessary changes and update policies and procedures
Teach reporting skills and research methods to the team while constantly looking to improve performance and innovate through automation
Partner with Investor Accounting as well as internal departments to ensure investor record is correctly reflected both in reporting and the system of record
Ensure monthly reconciliation outages are researched and resolved timely and correctly
Work with internal Investor Control team to ensure accurate information is supplied for various audits both internal and external
Confirm reports, and wire requests are being sent timely as it relates to the monthly reporting and remittances
Review reports before they are submitted externally. This includes checks for formatting issues, month-over-month consistency issues, contract billing agreement, full balance roll forward, and large transaction investigation
Coordinate with the department's management to address issues identified so that reoccurring process issues can be remedied
Develops and enhances operational procedures
Perform other duties and special projects as assigned by management
Qualification
Required
Bachelor's Degree in Accounting or Finance preferred
6-8 years of Mortgage Servicing with 3+ years Investor Reporting experience required
Advanced MS Excel experience required including pivot tables, Vlookups and other complex formulas
Proficient in MS Word and PowerPoint
Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically
Strong communication skills to interact with Senior Management and other business units
Working understanding of operational risks and related controls
Understanding of RegAB and USAP Guidelines
Preferred
SQL or other database reporting experience preferred
Servicing Director knowledge 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
2026-01-08
Company data provided by crunchbase