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Investor Reporting Sr. Analyst at Computershare

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Jacksonville, Florida





Job Description:

Business Summary
At Computershare Loan Servicing (CLS), we are an industry leader in mortgage servicing solutions for the financial services and investment banking industries. As part of Computershare - the world's largest stock transfer agent-we have grown rapidly in Colorado and Arizona to meet the evolving needs of our clients.

Job Summary
Responsible for producing and tracking the day to day flow of Agency Loan Sales, Creating and completing required agency forms along with updating and maintaining Policies and Procedures. This position will also be required to create and maintain various ad-hoc reports to support the Investor Reporting Department. This position will work alongside Investor Reporting management, to steer the growth and development of the Investor Reporting process.

Position Responsibilities & Essential Functions
Own the GSE transfer process from beginning to end. From pulling purchase advices from the various agency sites to working with the SBO team to assure the accurate bifurcation of funds. 25% Creating and maintaining various databases for reporting and tracking purposes. This will include, but is not limited to tracking, reconciling and reporting supplemental proceeds, losses, and tracking loss severities. 15% Creating and submitting appropriate agency forms for various loan sales. This will require working with the Investor Reporting Managers, GSE contacts and Transaction Managers both internal and external. 20% Collecting and reviewing data files, including Sale Files, Prefund Files and Loan Substitution Files to ensure Loan Accounting, Inventory Management and Investor Reporting has performed all necessary tasks prior to the stated cutoff. 20% Creating and maintaining Investor Reporting Policies and Procedures and creating process flows for all Investor Reporting processes. 10% Training and support of less seasoned Investor Reporting staff. 10% Other duties or tasks as assigned by management. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Skills
Required: • Intermediate to advanced proficiency with Excel, Access, and SQL skills. • General organizational, problem solving, and strong communication skills. • Ability to amortize loan payments. Page 2 of 3 Preferred: • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients and customers. • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exist. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. • Ability to understand concepts surrounding Servicing of Agency, RMBS, and Whole loan product types, as well as Subservicing relationships in the Mortgage servicing industry • Working knowledges of SBO Master Servicing system
Education
High school diploma or general education degree (GED)
Preferred: Bachelor's Degree in accounting, finance or related field preferred, or equivalent work experience.
Experience Required:
• Preferred: • Bachelor's Degree in accounting, finance or related field preferred, or equivalent work experience. • Experience working on a team or in cross-functional work groups, project management and/or process improvement. • Experience with Investor Reporting. • SQL Server experience preferred. • Working knowledge of databases and other Mortgage Servicing related utilities
Certificates, Licenses, & Registrations
Required: Preferred:
Driving Responsibilities
This position requires the use of a company or personal vehicle for business travel (outside of standard commute to work) more than two times per week? Choose an item.
Travel Required
It is expected that this position may include travel up to 10% of the time. This is subject to change based on many factors, including business needs.
Language Ability
Ability to read/interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; write routine reports and correspondence; and speak effectively before groups of customers or employees of organization.
Mathematical Ability
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • The noise level in the environment is moderate.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • While performing the duties of this job the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, walk, reach with hands and arms, and use hands to finger, handle, or feel. The employee may occasionally have reason to lift up to 20 pounds. The vision requirements include close and distant vision.
Equal Opportunity Employer
Computershare is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.
This job specification should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any other related duties as may be required by business needs and communicated by their supervisor.





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