Investor Services Analyst (On-site)

At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.

Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

The Investor Services Analyst is an entry-level role designed for recent college graduates or new to industry candidates looking to start a career in financial services or mortgage industry. This position supports daily and monthly reporting, remittances, and reconciliations for investor portfolios such as Fannie Mae, Freddie Mac, Ginnie Mae, and Private Investors. You’ll work closely with experienced team members to ensure accurate financial reporting and compliance, while gaining hands-on experience in data analysis, accounting, and investor operations.

Essential Functions, Duties, and Responsibilities

• Help prepare investor reports, remittance files, and related accounting entries.
• Support monthly reconciliations for custodial accounts (Clearing, P&I, T&I, Escrow).
• Research and help resolve data discrepancies and account variances.
• Learn to facilitate remittance wires and journal entries under supervision.
• Collaborate with team members to maintain accurate records and resolve issues.
• Follow established procedures and controls to ensure compliance and accuracy.
• Participate in internal and external audit support activities.
• Perform ad-hoc reporting and analysis as needed.
• Use Microsoft Excel to analyze data and create reports.
• Ability to effectively and accurately convey information to others.
• Performs related duties as assigned by management.

Qualifications and Education Requirements

• Bachelor’s Degree from an accredited college or university.
• Preferred majors: Business, Finance, Accounting, Economics, or related fields.

Skills, Abilities, and Knowledge

• Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
• Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership.
• Excellent written and verbal communication skills
• Proficiency in quantitative analysis
• Ability to adapt
• Willingness to learn
• An entrepreneurial business mindset.
• Strong business communication skills with an ability to work well in a collaborative environment.
• Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
• Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.).
• Experience with PowerPoint and Visio a plus.

Work Environment and Physical Requirements

• Working on-site at assigned office location.
• Regular and punctual attendance adhering to schedule established by leadership.
• Sedentary work in a stationary position at a cubicle for prolonged periods of time.
• Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
• Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits:

We offer benefits, programs, and perks that support you in every aspect of your life.

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave

• Adoption Assistance

• Tuition & Certification reimbursement

• Employee Mortgage Loan Program

• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships

Newrez NOW:

Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)

• Matching Gifts Program - dollar-for-dollar up to $1,000

• Access to grants, nonprofit resources, and volunteer opportunities

• More than $6,000,000 donated since 2020

• 1 in 5 employees participates in at least one Employee Resource Group (ERG)
  

Equal Employment Opportunity 

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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