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TRAIL Rising Leaders Program - Investor Reporting

Job in Coppell, Dallas County, Texas, 75019, USA
Listing for: NewRez LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Risk Manager/Analyst
  • Business
    Financial Analyst, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Also doing business as Shellpoint Mortgage Servicing

1100 Virginia Drive, Suite 125
Fort Washington PA 19034

Doing business as Newrez Mortgage in the states of Arkansas and Texas. Website approval pending with the New York Department of Financial Services.

TRAIL Rising Leaders Program - Investor Reporting page is loaded

TRAIL Rising Leaders Program - Investor Reporting Apply locations TX, Coppell time type Full time posted on Posted Yesterday job requisition  R8405

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

Primary Function

Designed specifically for recent college graduates, the TRAIL (Tools Required for Advancement Into Leadership) program is a 12-month rotational leadership-development program that enables recent college graduates to gain practical, on-the-job leadership and management skills. TRAIL Operations Specialists are not interns, they are full-time employees, earning a competitive salary with benefits while being provided hands-on experience and mentorship from the assigned business area.

The main objective of our program is to help strengthen the future leadership of the company by building a foundation in process improvement, presentation and leadership skills.

The Investor Reporting TRAIL Operations Specialist will get immersed in the following areas:

  • Investor Reporting

  • Investor Accounting

  • Investor Invoicing

The TRAIL program will begin July 2026.

Principal Duties

  • Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience required for promotion to a management position. These duties will involve decisioning in real world account management scenarios.

  • Performs business analyses and provides recommendations to leadership for business and process changes

  • Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices

  • Observes experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties.

  • Help champion the Process Improvement discipline within the organization and implement the steps and tools necessary to successfully complete projects.

  • Will be required to attend company sponsored training classes and attain certain certifications.

  • Performs related duties as assigned by supervisor.

Education and Experience Requirements

  • Bachelors Degree from accredited college or university

  • Degree in Finance, Accounting or Mathematics

Knowledge, Skill, and Ability Requirements

  • Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.

  • Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership.

  • Excellent written and verbal communication skills

  • Proficiency in quantitative analysis

  • Ability to adapt

  • Willingness to learn

  • An entrepreneurial business mindset.

  • Strong business communication skills with an ability to work well in a collaborative environment.

  • Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.

  • Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.).

  • Experience with PowerPoint and Visio a plus.

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits
:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

  • Medical, dental, and vision insurance

  • Health Savings Account with employer contribution

  • 401(k) Retirement plan with employer match

  • Paid Maternity Leave/Parental Bonding Leave

  • Pet insurance

  • Adoption Assistance

  • Tuition reimbursement

  • Employee Loan Program

  • The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

Newrez NOW:

  • Our Corporate Social…

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