Investor Services Analyst II (4359) in Dallas, TX at Mr. Cooper

Date Posted: 9/11/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Dallas, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    9/11/2018

Job Description



Ready to be a Cooper too? This might just be right up your alley!




The Investor Reporting Representative is responsible for the assigned monthly reporting, remitting, and reconciling for investors which could include FNMA funding/service release functions and timely and accurate completion of the assigned special projects and reconciliations of investor P&I, T&I, Clearing, and balance sheet accounts.


Essential Job Functions

  • Investor Service and Client Focus:  Understands who the Investor is, takes time to listen and understand the needs of investors, looks for ways to resolve investor issues and offers solutions to problems.
  • Planning and Organizing:   Gives suggestions on how to improve process(es) and/or create efficiencies, conducts daily activities in a planned, organized fashion, and deals with change effectively and able to adapt rapidly.
  • Judgement:   Maintains positive approach to resolution of issues, is considered trustworthy by both peers and management team, carefully evaluates impact of own actions to Company, investors, employees, and self, confirms course of action with management team regarding high visibility or sensitive issues.
  • Cooperation:   Willingly adds value to team, shares information freely among the team, and communicates with others in a direct, honest, and open manner, while maintaining other’s dignity.
  • Initiative:   Moves quickly from receiving information to decisive action, continuously seeks ways to contribute to the success of the team and company overall.  Uses failures/mistakes as opportunities to lean and correct, anticipates issues and moves to resolve them.

Functional Job Competencies

  • Integrity and Trust:  Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn’t misrepresent him/herself for personal gain.
  • Communication:  Excellent verbal and written communication skills that are used to present goals and expectations for the company, and employees in reviews or weekly team meetings or one on one’s.
  • Investor Service and Client Focus:  Understands who the Investor is, takes time to listen and understand the needs of investors, looks for ways to resolve investor issues and offers solutions to problems.
  • Planning and Organizing:   Gives suggestions on how to improve process(es) and/or create efficiencies, conducts daily activities in a planned, organized fashion, and deals with change effectively and able to adapt rapidly.
  • Judgement:   Maintains positive approach to resolution of issues, is considered trustworthy by both peers and management team, carefully evaluates impact of own actions to Company, investors, employees, and self, confirms course of action with management team regarding high visibility or sensitive issues.
  • Cooperation:   Willingly adds value to team, shares information freely among the team, and communicates with others in a direct, honest, and open manner, while maintaining other’s dignity.
  • Initiative:   Moves quickly from receiving information to decisive action, continuously seeks ways to contribute to the success of the team and company overall.  Uses failures/mistakes as opportunities to lean and correct, anticipates issues and moves to resolve them.


Education/Experience Requirements


  • 2 or more years of Investor Reporting and Bank Reconciliation Experience or related industry experience
  • Knowledge of bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balancing.
  • Knowledge of agency forms for custodial reconciliations
  • 2 or more years experience in Investor Reporting or Bank Reconciliations in Mortgage Banking or with college level credit hours in Accounting or a discipline related to the requirements of the position is preferred.  Will consider the equivalent combination of job experience & education that demonstrates the ability to perform the essential functions of this job.
  • Other experience would include LSAM’s system, Lewtan ABS, Microsoft Excel/Access/Word/Sequel/Powerpoint, and Monarch.



Job Requisition ID:

4359

Job Category:

Finance

Primary Location City:

Dallas

Primary Location Region:

Texas

Primary Location Postal Code:

75019

Primary Location Country:

United States of America

Posting Organization:

Mr. Cooper

Line of Business:

Corporate

Additional Posting Location(s):


Alternate Requisition:

No