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The Servicing Reporting Specialist is responsible for the support of flow and presentation of information to Investors and Servicing Leadership, by understanding business and data requirements (achieved by gathering, analyzing, compiling, and delivering data, business reports, presentations, training and other documents or information). They will work independently and in partnership with internal teams and our sub-servicer as the subject matter expert to direct and/or support project work and to troubleshoot complex issues at the direction and collaboration of the Assistant Manager of Servicing & Asset Management.
Job Responsibility:
Monitors daily and monthly reporting for all investors and other stakeholders
Conduct oversight tasks (document and transaction audits, monitoring, etc.) as needed to support servicing oversight strategy
Identify and resolve reconciliation differences by working with the appropriate internal/external parties to resolve differences
Oversee sub-servicers’ delivery of reports and remittances to investors, supporting timeliness and accuracy
Fielding questions that arise, completing the necessary research, and responding in an appropriate time frame
Banking administrative activities (establishing new accounts, facilitating STOs, etc.)
Other tasks and projects as assigned by the Assistant Manager of Servicing and Asset Management
Requirements:
2+ years of accounting/bookkeeping or loan servicing experience, or equivalent demonstrated through work experience, training, education
Strong understanding of financial reconciliations and payment processing preferred
Intermediate to Expert Microsoft Office (Word, Excel, and Outlook) skills
Strong problem-solving abilities and critical thinking skills
Organized with strong time-management, technical proficiency, and superb attention to detail
Ability to conceptualize and quickly understand new processes
Demonstrate ability to prioritize and work effectively while meeting tight deadlines with accuracy and minimal supervision
Agile and flexible to changes
Ability to handle multiple projects simultaneously
Excellent written and oral communication skills
Capability to work independently and as a team player
Ability to establish and build healthy working relations and partnerships with servicers, peers and third parties