Manager - Investor Reporting; On-site

Manager - Investor Reporting (On-site) – Newrez

Apply online to join Newrez’s Investor Reporting team. This role is based on‑site and requires a strong background in mortgage servicing and investor reporting.

• Supervise the preparation of monthly investor reports and remittances, ensuring accuracy and timely delivery.
• Balance complex trades based on various cutoff dates and resolve coding issues by coordinating with management to update policies and procedures.
• Teach reporting skills and research methods to the team, continually improving performance and exploring automation opportunities.
• Partner with Investor Accounting and internal departments to ensure investor records are correctly reflected in reporting and the system of record.
• Research and resolve monthly reconciliation outages promptly and correctly.
• Collaborate with the Investor Control team to provide accurate information for internal and external audits.
• Confirm reports and wire requests are sent on schedule within the monthly reporting cycle.
• Review reports for formatting issues, month‑over‑month consistency, contract billing agreements, full balance roll‑forwards, and large transaction investigations.
• Coordinate with department management to address issues and remediate recurring process problems.
• Develop and enhance operational procedures.
• Perform other duties and special projects as assigned by management.

• Bachelor's Degree in Accounting or Finance (preferred).
• 6–8 years of Mortgage Servicing experience, including 3+ years in Investor Reporting (required).

• Advanced Microsoft Excel skills, including pivot tables, VLOOKUP, and complex formulas.
• Proficiency with MS Word and PowerPoint.
• SQL or other database reporting experience (preferred).
• Knowledge of Servicing Director responsibilities (plus).
• Strong relationship‑building, quick learning, flexibility, and strategic thinking.
• Excellent communication skills for interaction with senior management and other business units.
• Understanding of operational risks and related controls.
• Familiarity with RegAB and USAP Guidelines.

While this description reflects the position’s core responsibilities, management reserves the right to modify, add, or remove duties as necessary.

All employees must have a company‑approved smartphone capable of installing apps such as Okta Verify and Microsoft Authenticator; employment is contingent upon meeting this requirement.

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) retirement plan with employer match
• Paid maternity leave and parental bonding leave
• Pet insurance
• Adoption assistance
• Tuition reimbursement and employee loan program
• The Newrez Employee Emergency and Disaster Fund

• Corporate Social Responsibility program that empowers employees through volunteering, philanthropy, nonprofit grants, and more.
• One volunteer time off (VTO) day – a company‑paid volunteer day for all eligible employees.
• Employee Matching Gifts Program – dollar‑for‑dollar matching up to $1,000 per employee.
• Newrez Grants Program – a portal for employees to find opportunities to donate time or money.

Newrez is an equal opportunity employer dedicated to fostering diversity. We celebrate differences in race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and veteran status.

CA Notice at Collection.