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As an Investor Reporting Associate within the Servicing and Asset Management team, you will focus on multifamily, commercial, affordable, and structured loans, such as mortgaged-backed securities. In this role, you will collaborate with agencies like Fannie Mae and Freddie Mac, as well as master servicers, to ensure adherence to reporting and remitting requirements. You will also participate in and oversee projects. Ideal candidates have a background in investor reporting accounting, with experience in multifamily or commercial mortgage loan servicing. Strong attention to detail, effective communication skills, and the ability to meet strict deadlines are essential. This position offers the opportunity to apply your expertise in a supportive and motivating environment.
Job Responsibilities:
- Prepare cash reporting and remittances to investors, including Fannie Mae and Freddie Mac.
- Ensure accurate and timely submission of investor reports, including those for Fannie Mae, Freddie Mac and master servicers, and support other reporting activities, such as reconciliations and loan sales processing.
- Ensure compliance with agency guides, servicing agreements, and key dates/terms from servicing contracts, addressing exceptions as needed.
- Adhere and understand to internal policies and procedures, process controls, quality standards, and management directives while meeting contractual obligations to investor clients and external parties.
- Stay current with rapidly evolving, fast-paced business initiatives and adapt quickly to shifting priorities.
- Develop a strong understanding of the broader business context and how team deliverables align to overall objectives and outcomes.
- Research and summarize results to respond comprehensively to inquiries from investors, auditors, rating agencies, and other stakeholders.
- Maintain strong investor relations and interact effectively with internal and external customers.
- Document and maintain procedures for responsible tasks.
- Assume additional responsibilities as needs change and opportunities arise.
Required qualifications, capabilities and skills
- Minimum of 3 years of experience in investor reporting and/or commercial loan servicing activities.
- Strong attention to detail and accuracy.
- Excellent business communication skills and ability to collaborate effectively with internal departments.
- Ability to multitask and manage competing deadlines with minimal supervision.
- Proficient in Excel, with experience using multiple formulas and functions.
Preferred qualification, capabilities and skills
- Bachelor’s degree in Business, Accounting, or equivalent work experience.
- Strong understanding of the CREFC Investor Reporting Package (IRP).
- Familiarity with Fannie Mae and Freddie Mac Multifamily Servicing Guides and systems, such as CESIR, eServicing, and MyOptigo.
- Experience with Strategy, McCracken’s loan servicing system.
- Proficient in Microsoft Office, including Word, Excel, Access, and PowerPoint.
Source: JP Morgan Career Page
