VP Investor Reporting (On-site)

Posted 2 Days Ago
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Coppell, TX
7+ Years Experience
Financial Services
The Role
The VP Investor Reporting is responsible for designing, developing, and implementing policies and procedures for loan portfolios. They oversee reporting for GSE and securitized loan portfolios, work closely with the CFO and SVP, and manage daily activities to achieve company objectives.
Summary Generated by Built In

Who we are

Shellpoint Mortgage Servicing (SMS) is one of America’s top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or “service”) their loan portfolios, which means that we collect homeowners’ mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current.
 

Primary Function

The VP Investor Reporting is responsible for designing, developing, and implementing policies and procedures as well as reporting for GSE (Fannie Mae, Freddie Mac, FHA), and securitized and 3rd party serviced loan portfolios. The VP Investor Reporting will oversee and ensure that all reporting is done in accordance with Servicing, Pooling, and Facility Agreements. The VP, Investor Reporting will also work closely with the CFO and SVP Cash and Capital Markets to develop procedures and establish goals to achieve company objectives and establish an organizational structure that results in effective operations and sound risk management. The VP will be involved in the process flow of daily activities to ensure results are achieved by providing guidance and training to the existing personnel and acting as the subject matter expert. They will be responsible for fostering strong inter-departmental relationships as communications in the hand-off on accounts is critical to the success of the other business units.

Principal Duties

  • Control, direct and manage the day-to-day reporting, remitting, reconciling, researching and resolution of Servicing portfolio to investors and financing partners.
  • Responsible for compliance with all Investor guidelines and Vericrest servicing requirements.
  • Responsible for enforcing controls and procedures to ensure departmental functions are performed accurately and in a timely manner.
  • Responsible for responding to changing investor servicing and accounting requirements to ensure that reporting is delivered accurately and in a timely manner.
  • Administer Human Resource functions including staffing, salary planning, fair and consistent implementation of the policies and objectives setting for staff,
  • Direct and lead special projects that contribute to the organization’s objectives as required.
  • Act as the lead to retrieve and analyze information from various departments
  • Manage ad hoc projects and assignments as needed
  • Identify, track, and analyze key metrics for the business unit
  • Develops presentations to define the corporate message
  • Provides account management to existing servicing clients
  • Creates reports (quality, productivity, customer service, operational efficiency)
  • Manages projects with IT to conduct testing to meet project timelines
  • Manages client relationship through all phases of the servicing cycle
  • Performs related duties as assigned by management.

Education and Experience Requirements

  • Bachelor's Degree or a combination of some college and relevant experience
  • 12+ years of mortgage experience required
  • 5+ years of private or GSE investor reporting required
  • Prior experience with SBO, Blackline, and/or Servicing Director preferred

Knowledge, Skill, and Ability Requirements

  • Strong knowledge of Excel
  • Strong attention to detail
  • Strong written and verbal communication skills
  • Ability to work well with and lead a team through a project

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.

#LI-KO1

Company Perks:
• 15 Paid Time Off (PTO) days and 18 after 1st anniversary!
• 9 Paid Holidays
• Employee Engagement Activities


 Company Benefits:
• Medical (including Health Savings Account & Flexible Savings Account)
• Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan 

 Performance-based Incentives
• Pet Insurance

• Advancement Opportunities

Newrez NOW:

• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
• 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


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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CA Notice at Collection

Top Skills

Excel
The Company
HQ: Fort Washington, PA
1,575 Employees
On-site Workplace

What We Do

Newrez LLC (Newrez) is a leading nationwide mortgage lender and servicer. As a lender, Newrez focuses on offering a breadth of industry-leading products, supported by a loan process that blends both human interaction and the benefits of technology into an unparalleled customer experience. Founded in 2008 and licensed to lend in 50 states, Newrez is headquartered in Fort Washington, Pennsylvania and operates multiple lending channels, including Correspondent Lending, Wholesale, Direct-to-Consumer, Retail, and a network of joint venture partners. Newrez’s servicing business consists of its performing loan servicing division, Newrez Servicing, and its special servicing division, Shellpoint Mortgage Servicing. Newrez also has several affiliates that perform various services in the mortgage and real estate industries. These include Avenue 365 Lender Services, LLC, a title agency, and E Street Appraisal Management LLC, an appraisal management company. Newrez is member of the New Residential Investment Corp. family. More information is available at www.newrez.com.


© 2022 Newrez LLC {f/k/a New Penn Financial, LLC}. All Rights Reserved. {Doing business as Newrez Mortgage in the states of Arkansas and Texas}. {Website approval pending with the New York Department of Financial Services.} This communication does not constitute a commitment to lend or the guarantee of a specified interest rate. All loan programs and availability of cash proceeds are subject to credit, underwriting and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply. Newrez LLC, 1100 Virginia Drive, Suite 125, Fort Washington, PA 19034. Corp NMLS#: 3013 (www.nmlsconsumeraccess.org). Additional licenses available at www.newrez.com. Equal Housing Opportunity.

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