Director - Investor Reporting (On-site)

Posted:
8/27/2024, 5:00:00 PM

Location(s):
Texas, United States ⋅ Coppell, Texas, United States

Experience Level(s):
Senior

Field(s):
Customer Success & Support

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 Director Investor Reporting is responsible for the oversight of the Investor Reporting department of Fannie Mae, Freddie Mac, Ginnie Mae, or Private portfolios. This includes reporting, remitting, and issue resolution of all clients and investors within their associated investor portfolios, per the timelines in the respective agreements or Agency guidelines. The Director Investor Reporting will also be required to participate in client presentations and a full range of activities which assists with the operational effectiveness of the business unit. Included in the client types are S/S, S/A, A/A, and all GSE loan types. The Director Investor Reporting will be responsible for working with corporate accounting and related third parties to ensure financial control of all money movement related to advances, collections, and advance facilities.

Direct Reports

  • Manager - Investor Reporting 

Principal Duties

  • Oversee the monthly reporting of multiple teams each month. Ensure 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.
  • Manage ad hoc projects and assignments as needed.
  • Responsible for the development and management of staff at multiple sites
  • 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.
  • Creates and maintains project schedules.
  • Partner with Investor Accounting as well as internal departments to ensure investor record is correctly reflected both in reporting and the system of record.
  • Work with internal Investor Control team to ensure accurate information is supplied for various audits both internal and external.
  • Coordinate with the department's management to address issues identified so that reoccurring process issues can be remedied.
  • Performs related duties as assigned by management.

Education and Experience Requirements  

  • Bachelor's Degree in Accounting or Finance required.
  • 8+ years’ Mortgage Servicing with 5+ years Investor Reporting experience required.
  • 2+ years’ Management experience required.

Knowledge, Skill, and Ability Requirements  

  • Advanced MS Excel experience required including pivot tables, Vlookups and other complex formulas.
  • Proficient in MS Word and PowerPoint
  • SQL or other database reporting experience preferred
  • Servicing Director knowledge a plus
  • 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

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.

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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