Analyst - Investor Operations and Reporting

Position Title

Analyst - Investor Operations and Reporting 3

The Investor Operations & Reporting Analyst III role is responsible for delivering high‑quality investor loan support and reporting services with a strong focus on accuracy, compliance, and timeliness. Working independently under the guidance of the Investor Relations Manager, this position supports all facets of investor reporting and loan maintenance governed by Fannie Mae and Freddie Mac requirements. The role reviews, tests, and implements system enhancements for the core banking platform and related systems, ensuring process efficiency and data integrity.

It also helps strengthen investor relationships through effective communication, precise reporting, and proactive operational support.

• Responsible for the creation and maintenance of custom reports from the core database reporting system. These reports facilitate reconciliations, data validation, identify potential problems and proactively find solutions, ad hoc reporting, provide interpretative analysis and recommendations, and populate essential core system fields that are missing or invalid.
• Ability to read, analyze and interpret general business procedures, technical procedure or governmental regulations.
• Reviews and verifies that all processes are completed in accordance with documented specifications and regulatory guidelines, including Fannie Mae and Freddie Mac reconciliation standards.
• Maintains existing relationships with all 3rd Party Investors and/or Sellers.
• Supports the processing of all voucher creation, adjustments, re‑codes, prepares and distributes required notifications.
• Monitors loans sold in Secondary Markets and re‑codes loans sold. Processes purchase advices, remittances, and reconciliation of accounts.
• Responsible for monitoring and reviewing system variables for core system upgrades, system patches, additional applications, new minors, new products, digital transformation, batch reporting variable creation which includes working directly with vendors, other business units, IT, and project managers.
• Performs testing of enhancements and/or corrections to system, maintains updates to system utilized in department. This will also require testing, validating, running scenarios, and final signoff.
• Actively participates in the streamlining process for employees and various departments across TDECU. Responsibilities may include process: review, analysis, validation, implementing improvements, educating employees on the new process, and implementing process review controls.
• Work across business units to improve monitoring, discovering issues, mitigating risk, and delivering exceptional service.
• Viewing previous day’s transactions and verifying system reports are accurate.
• Completes special projects and maintains complex computer-based analysis and reports along with providing regular reports to management.
• Regularly works with external vendors to integrate, maintain, update, and correct data discrepancies to eliminate risks to TDECU via errors and omissions.
• Adhere to internal and external controls and provide support for audit and regulatory reviews.

• Bachelor’s degree in business related field is preferred or an equivalent mix of education and or work experience specifically meeting the minimum essential duties is required.

• 3-5 years of similar or closely related work experience.
• Advanced knowledge of internal controls and mortgage servicing is preferred.
• Demonstrate success in training and mentoring team members.

• Extensive knowledge of data manipulation and investor reporting with the ability to research, analyze, and review complex data.
• Working knowledge of relevant computer software including Microsoft Office and Outlook programs.
• Ability to communicate effectively, prioritize tasks, organize, negotiate, and make important decisions.

• While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit.
• Specific vision abilities required by this position include…