What are the responsibilities and job description for the Investor Reporting Analyst position at Leader Bank?
Leader Bank is looking for exceptionally dedicated team members to join one of the region’s fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 6 branch offices, and annual mortgage originations of over $2 billion.
Exemplary products and an innovative spirit have driven Leader Bank’s rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
The Investor Reporting Analyst will be accountable for preparing and distributing accurate financial reports to investors and internal key stakeholders. This includes compiling data from various sources, reconciling discrepancies, and ensuring compliance with regulatory requirements.
Responsibilities
- Collect financial data from multiple systems, performing data cleansing and validation to ensure accuracy in investor reports.
- Perform daily reconciliation to identify and resolve discrepancies between internal records and investor reporting data. This will include investigating and addressing any reporting errors or exceptions.
- Complete reporting within SLA timeline.
- Identify opportunities to streamline reporting processes, automate tasks, and enhance efficiency.
- Collaboration with cross-functional teams and investors.
- Coordinate and support audits.
- Assist with other Loan Servicing projects, reporting and reconciliations as time permits
Qualifications
- Familiar with Fiserv Premier
- Two plus years of Fannie Mae and Freddie Mac reporting experience
- Bachelor's degree in Finance, Accounting, or related field
- Strong analytical skills with proficiency in data manipulation and analysis
- Experience with financial reporting software and database management tools
- Detail-oriented with excellent accuracy and attention to deadlines
- Excellent communication and interpersonal skills to interact effectively with investors and internal stakeholders
- Knowledge of relevant regulatory requirements for investor reporting
- Advanced MS Excel experience required
- Self-Starter, Ability to work independently and within a team
- Strong communication skills to interact with Senior Management and other business units.
- Self-motivated with strong attention to detail and excellent organization skills.
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
