Investor Services Analyst; On-site
Job in
Coppell, Dallas County, Texas, 75019, USA
Listed on 2026-09-30
Listing for:
Coast One Mortgage
Full Time
position Listed on 2026-09-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance -
Accounting
Financial Analyst, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
Apply:
TX, Coppell:
Full time:
Posted Today:
R10520##
** Who We Are
** 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.
** POSITION SUMMARY
** 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.
The program will begin November or December 2026.
** DESCRIPTION
* *** 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…
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×