Investor Reporting Analyst III

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