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Randstad Logo Randstad · Finance

Investor Reporting-TL/Manager

· Job Posted May 14, 2026
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Job Description

The person will be responsible for managing the end‑to‑end process of borrower covenant monitoring, annual credit reviews, compliance reporting, and the ongoing administration of credit facilities. This role serves as the central coordination point between Front Office, Risk, Legal, Loan Admin, and external Agents to ensure that borrower obligations are met, internal controls are maintained, and regulatory and credit requirements are complied

Job Responsibility

  • Communication: Acting as a liaison between applicants, underwriters, and loan officers to resolve questions and missing information
  • Compliance: Ensuring all files adhere to company policies and federal/state lending regulations
  • Efficiency: Meeting deadlines and managing multiple applications simultaneously to ensure timely closing
  • Data Verification: Reviewing loan applications to ensure accuracy and compliance, checking credit reports, and verifying employment/income
  • Document Management: Collecting, organizing, and preparing loan files (tax returns, pay stubs, bank statements) for underwriting review

Requirements

  • Attention to Detail: High level of accuracy in reviewing financial documents
  • Communication: Strong verbal and written skills for updating borrowers and collaborating with internal teams
  • Technical Skills: Proficiency in loan processing software and Microsoft Office suite
  • Knowledge: Understanding of lending regulations and underwriting terminology
  • Experience: Typically 2+ years of experience in the consumer loan or mortgage industry
  • Education: Bachelor's degree in finance, accounting, or related field preferred
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