Team Lead - Investor Reporting; On-Site

Team Lead - Investor Reporting (On-Site) page is loaded## Team Lead - Investor Reporting (On-Site) locations:
CO, Greenwood Village time type:
Full time posted on:
Posted Todayjob requisition :
R9029## Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.## We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
** Primary Function
** The Team Lead Investor Reporting is responsible for overseeing the daily and monthly activities for the Fannie Mae, Freddie Mac, Ginnie Mae, or Private Investor portfolios, including reporting, remittances, and reconciliation resolution.
* The Team Lead Investor Reporting is responsible for the setup, reporting, and remitting on new investors and reviewing existing files to ensure quality of externally sent files. Additionally, the individual will work directly with the investor reporting analysts to train the staff to understand the processes they are completing as well as any changes to existing processes. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners.
** Principal Duties
*** Confirm monthly 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.
* Work with the staff to resolve any external issues and correct or update any data or formatting issues in the monthly reporting to ensure client satisfaction.
* Confirm reports, and wire requests are being sent timely as it relates to the monthly reporting and remittances.
* Confirm the staff is accurately working with internal clients such as investor accounting and finance on all account reconciliation items including P&I, service fee, corporate advance, P&I advance, and operating account reconciliations by reviewing outstanding bank reconciliations monthly.
* Review reports before they are submitted externally. This includes checks for formatting issues, month-over-month consistency issues, contract billing agreement, full balance roll forward, and large transaction investigation.
* Coordinate with the department's management to address issues identified so that reoccurring process issues can be remedied.
* Performs additional projects and duties as assigned by manager.
* Develops and enhances operational procedures. Assists with internal and external audits.
* Heavy use of Microsoft excel for data analysis and reporting.
* Handle ad-hoc reporting or research as directed by management. Performs related duties as assigned by management.
** Education and Experience Requirements
*** Bachelor's Degree in Accounting or Finance preferred.
* 6+ years of Investor Reporting 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.
* Strong problem solving and analytical skills.
* 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.
* Strong organizational and time management skills necessary.
* Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail.
* Self-motivated with strong attention to detail and excellent organization skills.

While this description is intended to be an accurate reflection of the position’s requirements, it…