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Responsibilities include but are not limited to:
- Ensure the timely and accurate reporting, reconciliation, and remittance of loan servicing activity to investors and agencies, including Fannie Mae, Freddie Mac, and private investors.
- Monitor and reconcile custodial accounts, researching and resolving variances, exceptions, and reporting discrepancies.
- Ensure compliance with investor requirements, agency guidelines, regulatory standards, and internal policies.
- Review, analyze, and validate investor reporting data, recommending corrective actions and improvements to enhance accuracy and data quality.
- Partner with internal and external stakeholders, including Accounting, Servicing, Audit, Technology, and investors, to resolve reporting issues and support business objectives.
- Lead, train, and provide operational guidance to Investor Reporting staff, supporting team performance, development, and departmental initiatives.
- Track and analyze key performance indicators (KPIs), reporting results and identifying risks to ensure reporting deadlines and service levels are achieved.
- Prepare and present investor reporting metrics, performance results, and operational updates to management and investors.
- Identify, develop, and implement process improvements, best practices, and automation opportunities to enhance efficiency, controls, and productivity.
- Maintain and enhance investor reporting procedures by incorporating quality assurance findings, industry developments, regulatory changes, and other duties as assigned.
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Valley National Bank
$73,700.00 - $125,800.00 / yr
Sep 05, 2026