Principal Investor Reporting & Remittance

Overview

The Principal, Investor Reporting & Remittance is a senior individual contributor role embedded within the product organization. This is not a line operations or people management role. Instead, this position is designed for a deeply experienced servicing subject matter expert who understands, in detail, how investor reporting and remittance functions operate, with alignment to servicing accounting requirements, and can translate that expertise into scalable product capabilities.

This role is responsible for supporting the end-to-end definition, product translation, and operational readiness of investor reporting and remittance workflows across the servicing lifecycle. The Principal ensures that all loan- and pool-level reporting and remittance submissions are accurate, timely, and aligned with investor requirements, with strong controls and reconciliation integrity.

Reporting to the Director of Servicing Product, this role partners closely with Product and Engineering to ensure that platform functionality accurately reflects real-world investor reporting operations, regulatory expectations, and investor guidelines. Within the broader Servicing Product organization, this role serves as the primary domain subject matter expert and is responsible for translating investor reporting and remittance expertise into clear requirements, workflows, controls, and testing input for Product and Engineering.

The Principal plays a critical role in validating that business rules, functional requirements, workflows, and edge cases are intentionally designed and not implicitly assumed.

This is a fully remote position that offers a competitive salary range of $140,000 to $170,000, plus an annual bonus. You'll also receive our excellent benefits package, which includes medical coverage starting on day one and a company-matched 401(k). Compensation may vary based on experience, location, and other job-related factors.

• Ensure product design reflects real investor reporting and remittance operations, included GSE and non-agency investor requirements.
• Translate investor guidelines and operational processes into clear product requirements, business rules, controls, and system logic.
• Ensure investor reporting and remittance workflows operate with appropriate controls, traceability, and auditability.

• Define and validate end-to-end (E2E) workflows across investor reporting, remittance, and reconciliation domains.
• Document workflows across happy paths and edge cases, ensuring intentional handling of exceptions and resubmissions.
• Validate completeness and consistency of rules, logic, and dependencies across upstream and downstream systems.

• Translate domain expertise into product requirements, business rules, and system logic, and advise Product and Engineering on the operational implications of design and prioritization decisions.
• Ensure requirements are sufficiently detailed and unambiguous to support scalable, repeatable, system behavior.
• Evaluate trade-offs across compliance, scalability, operational complexity, and speed to market.
• Surface risks early, particularly related to data integrity, transfer accuracy, and operational readiness.

• Partner closely with engineering teams to refine requirements, clarify logic, and support implementation.
• Partner with Product and Engineering during backlog refinement and implementation planning to clarify requirements, validate business rules, and support functional decision-making.

• Contribute to the development of known-answer and scenario-based test cases for investor reporting and remittance workflows.
• Validate system behavior and outputs against expected operational, data, and reconciliation outcomes.
• Support UAT execution, defect triage, regression testing, and release readiness validation.
• Partner with QA and engineering to design and implement an automated test suite informed by investor reporting and remittance domain logic.