Principal, Investor Services (2254) in Coppell, TX at Mr. Cooper

Date Posted: 6/9/2018

Job Snapshot

  • Employee Type:
  • Location:
    Coppell, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

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

The Investor Services Department is responsible for the assigned monthly reporting, remitting, and reconciling for investors which could include FNMA, FHLMC, GNMA, Private Securities or Special Servicing. This includes functions related to loan acquisitions, services releases, corporate and P&I Advance analysis, as well as timely and accurate completion of assigned special projects.  Team Leads are responsible for workflow coordination, approving reconciliations, remittances and reports, as well as performing detailed analytics related to exceptions and providing root cause analysis and solutions to problems.


  • Ensuring that reports and remittances are sent out timely and accurately on assigned monthly investors.
  • Performs analysis of exception reports during the reporting cycle in order to make required corrections to the loans.
  • Acts in the role of relationship manager to his/her counterparties when reporting.
  • Continuously reviews processes and procedures and recommends new ones to management and other departments within the company to improve the productivity and quality.
  • Strictly adheres to the Agency and Private Investor Servicing Agreements, Regulation AB, USAP and other guidelines for timely and accurate reporting, remitting, and reconciling.
  • Clears reconciling items within 90 days from the point of identification or earlier based on investor guidelines, either through internal wires, escalations or investor adjustments
  • Conducts root cause analysis related to portfolio performance issues. Provides recommendations to resolve within Investor Accounting or Investor Reporting and for up-stream processes that negatively impact Investor Services.
  • Provides training on processes to staff
  • Updates Policies and procedures as required
  • Reviews investor reports and remittances for accuracy prior to distribution.
  • Monitors performance of reporting and associated processes to ensure that issues are resolved within established policy and procedures are updated to prevent recurrence.
  • Review and approve reporting, remittances and reconciliations completed by Investor Services Analysts, Analyst II’s and Sr. Analysts, both onshore and offshore
  • Monitors portfolio performance to ensure that issues are resolved within established policy and procedures are updated to prevent recurrence.
  • Works with Trustees/Master Servicers/Agencies to resolve aged items.
  • Performs detailed loan level analysis of loan exceptions, using Excel and various workflow and servicing systems
  • Works with departments upstream from Investor Reporting to resolve and prevent breaks that are negatively impacting investor reports or remittances.
  • Special projects as assigned


  • 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 in dealings with both internal and external business partners.
  • Investor Service and Client Focus:  Understands who the customer is including investors, borrowers and individuals from various internal departments.   Takes time to listen and understand the needs of each and looks for ways to resolve 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.
  • Judgment:   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.
  • Accountability:  Takes ownership of ones accounts/duties and ensures that issues under their purview are resolved timely and within departmental standards.


  • Bachelor’s Degree specializing in Accounting or Finance 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  systems such as LSAMS or LPS or MSP or CPI or Fiserv or SBO and SQL/Microsoft Access
  • 5+ years in Investor Reporting preferred
  • 2+ years in Investor Reporting required
  • 2+ years in Freddie Mac reporting preferred
  • Advanced user SQL skills required
  • Intermediate to Expert Microsoft Excel
  • Knowledge of bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balancing a plus.
  • Knowledge of agency forms for custodial reconciliations a plus.

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United States of America

Posting Organization:

Mr. Cooper

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