The Role
Aggregates loan activity, prepares remittance and ancillary reports, reconciles custodial bank accounts, remits investor funds, resolves reporting questions, analyzes deal points, and communicates findings. Uses Excel, SQL, and Black Knight/LPS systems. The role also owns reporting processes and trains and mentors other Investor Reporting Analysts.
Summary Generated by Built In
Job Summary & Responsibilities
Principal Duties:
- Aggregate loan activity from various sources into summary remittance reports
- Reconcile custodial bank accounts to loan activities accurately and timely
- Remit funds due to investors accurately and timely
- Research and resolve questions timely, accurately, and thoroughly
- Understand and utilize systems: Excel, SQL, and Black Knight/LPS
- Ensure all deal points are completely analyzed and communicated to the appropriate parties
- Owns ancillary reporting and/or processes
- Trains and mentors other Investor Reporting Analysts
Minimum Qualifications:
- Bachelor's or equivalent experience
- Strong written and oral communication skills
- Proficient in Microsoft Excel
- Analytical skills for effective data interpretation and decision-making
Preferred Qualifications:
- 3-5 years of experience in Investor Reporting or Accounting related functions
- Working knowledge of Investor Reporting concepts and/or requirements
- Demonstrated ability to organize and manage tasks simultaneously
- High levels of data literacy, including abilities in SQL, VBA, Python, or equivalent technical skills
Skills Required
- Bachelor's degree or equivalent experience
- Strong written and oral communication skills
- Proficiency in Microsoft Excel
- Analytical skills for data interpretation and decision-making
- 3-5 years of experience in investor reporting or accounting-related functions
- Working knowledge of investor reporting concepts and requirements
- Ability to organize and manage multiple tasks simultaneously
- Data literacy, including SQL, VBA, Python, or equivalent technical skills
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The Company
What We Do
Select Portfolio Servicing, Inc. (SPS) is a nationally recognized mortgage servicer specializing in the servicing of single-family residential mortgages. Founded in 1989, SPS is headquartered in Salt Lake City, Utah, with an office in Jacksonville, Florida. As a servicer, SPS manages the day-to-day administration of mortgage accounts. The Company’s overall objective is to provide excellent service to customers, preserve homeownership and prevent foreclosure.
