SVP, Investor Reporting and Transfers

Posted 9 Days Ago
Be an Early Applicant
2 Locations
In-Office
130K-161K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Lead investor reporting and servicing transfer activities, ensuring compliance and accuracy. Manage a team, oversee investor relationships, and ensure operational readiness in non-agency loan servicing.
Summary Generated by Built In

Job Title:

SVP, Investor Reporting and Transfers

Location:

CA - Westlake Village

What you'll do:

As the SVP, Investor Reporting and Transfers, you'll oversee all investor reporting and servicing transfer activities as well as lead the company’s servicing activities related to its non agency loan offerings and non-agency investors. You'll ensure seamless servicing transfer's, accurate/timely investor reporting, operational readiness, compliance, and best in class execution. You'll serve as a key subject matter expert on non agency servicing and act as a strategic partner to capital markets, compliance, finance and accounting. You'll manage a team that monitors and guides the activities of the subservicers.
  • Lead and mentor a team of servicing professionals, ensuring strong controls, documentation, and issue resolution throughout the service release lifecycle, from population validation through final cash reconciliations.
  • Serve as the primary servicing operations liaison for MSR sale transactions with internal stakeholders and external counterparties.
  • Direct responsibility for accurate, timely investor reporting and remittance for investors, including whole loan investors and private label securitization structures.
  • Oversee monthly, quarterly, and ad hoc reporting packages, ensuring data integrity and compliance with contractual standards. Serve as escalation point for investor inquiries, reconciliations, audits, and servicing performance reviews.
  • Provide servicing expertise for non-Agency (including PLS) transactions, including deal onboarding, PSA interpretation, and ongoing servicing compliance.
  • Partner with Capital Markets, Legal, and Finance teams on new securitization issuances and servicing strategy.
  • Ensure alignment with investor requirements, pooling and servicing agreements (PSAs), and deal specific servicing provisions.
  • Manage relationships with non agency investors, trustees, custodians, and third party administrators, including approvals for Default Servicing activities.
  • Oversee post closing servicing requirements, including trustee reporting, advance management, and covenant compliance.
  • Support onboarding of new deals and ensure readiness for securitization specific servicing obligations.
  • Lead and develop a team; responsible for hiring, coaching, performance management, training and development.

What you'll need:

  • 10+ years of related experience in residential mortgage servicing, Investor reporting, non-agency servicing or similar field.
  • Bachelor's degree or equivalent experience required.
  • Previous leadership experience required.
  • Advanced to expert knowledge of residential mortgage industry in Correspondent or Retail Lending including; sales, operations, capital markets and/or other residential mortgage products and services.
  • Advanced to expert knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Advanced to expert experience with private label securitization (PLS) structures, PSAs, and investor reporting/remittance, as well as servicing transfer's related to MSR Sales.
  • Advanced experience interacting with non-agency investors, trustees, and third-party service providers.
  • Expert speaking and writing communication skills.
  • Occasional travel required.

Compensation: Salary range for new hires is generally $130,400.00 - $161,000.00 for Westlake Village, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned.

Benefits you’ll love:

We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [email protected] or call 602-386-2488.  When contacting us, please provide your contact information and state the nature of your accessibility issue.  We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

© Western Alliance Bancorporation

Skills Required

  • 10+ years of related experience in residential mortgage servicing, investor reporting, or similar field
  • Bachelor's degree or equivalent experience
  • Previous leadership experience
  • Advanced to expert knowledge of residential mortgage industry
  • Advanced to expert knowledge of regulatory and legal compliance obligations
  • Advanced to expert experience with private label securitization structures
  • Advanced experience with non-agency investors and third-party service providers
  • Expert speaking and writing communication skills

AmeriHome Mortgage Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AmeriHome Mortgage and has not been reviewed or approved by AmeriHome Mortgage.

  • Retirement Support 401(k) matching is described as generous and paired with standard retirement tools, strengthening long‑term compensation value.
  • Healthcare Strength Medical, dental, and vision coverage extends to employees and families, with life insurance, disability, FSAs, and an EAP rounding out the core protections.
  • Leave & Time Off Breadth Paid holidays, sick time, and multi‑week vacation are presented as part of the package, indicating broad leave availability by job level.

AmeriHome Mortgage Insights

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The Company
Irving, , Texas
539 Employees
Year Founded: 2013

What We Do

Welcome to AmeriHome Mortgage Company, LLC. AmeriHome Mortgage was established in 2013. By 2017 we earned the distinction of being a top 10 mortgage lender. AmeriHome is a privately held, multi-channel, mortgage investor, direct-to-consumer lender, and servicer, licensed in 48 states, and headquartered in Westlake Village, California. We currently employ over 500 people in our Westlake Village, Dallas and Irvine facilities where we purchase and originate over 12,000 loans per month. Our focus on our employee and customer experience begins with taking time to listen to their needs and effectively delivering to those needs. We are constantly challenging ourselves to improve our service experience and product offering. We will always deliver a transparent lending process and a competitive price which creates consistent results for both consumers and our business partners. Our commitment to fair and responsible lending practices, risk management and regulatory compliance makes AmeriHome an excellent choice in a complex and challenging mortgage environment. AmeriHome provides diverse opportunities for driven, top-talent individuals who are eager to join our teams in Southern California and Texas. To learn more about AmeriHome and available job opportunities, please visit our website. We look forward to hearing from you! AmeriHome Mortgage Company, LLC, NMLS ID 135776 (www.nmlsconsumeraccess.org). Equal Housing Lender. For Licensing and Legal Information, please visit https://loans.amerihome.com/licensing-and-legal

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