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$22–$38/hr
US

  • Complete mortgage accounting activity reports for agency, guarantor, investor, and client portfolios.
  • Utilize SQL coding to analyze servicing, reporting, and remittance data.
  • Reconcile mortgage accounting records and resolve outstanding reconciling items.

SQL Excel Analytical Skills Communication

20 jobs similar to Investor Reporting Analyst II

Jobs ranked by similarity.

$22–$37/hr
US

  • Ensure escrow area functions are performed promptly and correctly by monitoring reports and vendor activities.
  • Provide training and mentoring to Escrow Department staff while overseeing special projects and deadlines.
  • Prepare monthly FHA portfolio comparison reports and maintain data programming for escrow workstations.

LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial (Fortune 500), it services over 1.8 million loans and promotes a collaborative culture.

$0–$24/hr
US

  • Review loan files for tax transcript requirements and prepare files for QC audit.
  • Perform written and verbal reverifications per investor and agency guidelines.
  • Complete agency and investor reporting and maintain knowledge of QC policies.

New American Funding is a mortgage lending company that provides home loan services. It is a large organization with a focus on compliance and quality control, fostering a culture of accuracy and teamwork.

$20–$34/hr
US

  • Review and monitor wire transfers for accuracy and completion.
  • Enter wire transfers and monitor/distribute workflow received.
  • Operate the wire database system to load bulk wire files into bank platforms.

LoanCare is a leading national provider of full-service mortgage subservicing, supporting over 1.8 million loans across 50 states. Backed by Fortune 500 company Fidelity National Financial, it offers a culture of integrity, innovation, and collaboration.

US

  • Own the integrity of financial records from loan-level accounting to consolidated financial statements.
  • Lead technical accounting for mortgage banking instruments, including loans held for sale, MSRs, and hedges.
  • Drive the close cycle shorter through automation while maintaining control and SEC reporting excellence.

Better is rebuilding home finance as an AI-native platform, turning mortgage processing from weeks into seconds. With over $110B in loans funded and $1.2B+ raised, it operates at real scale and fosters an innovative, fast-moving culture.

India

  • Serve as the first point of contact for customers via email, chat, or phone, resolving inquiries and support tickets promptly and accurately.
  • Investigate and resolve customer complaints by collaborating with internal teams and using SQL to extract or verify data.
  • Maintain thorough documentation of interactions, track common issues to identify trends, and contribute to improving support resources.

Ocrolus is an AI workflow and analytics platform for lenders, helping automate lending decisions with over 99% accuracy. Trusted by over 400 customers including Better Mortgage, Brex, and SoFi, we are a remote-first team of builders and problem solvers committed to fostering an inclusive workplace.

$58,700–$98,600/yr
US

  • Manage and maintain all aspects of client and agency relationships, ensuring satisfaction and timely issue resolution.
  • Serve as main point of contact for client inquiries and provide monthly business reviews on trends and SLAs.
  • Utilize internal and external resources to stay current on industry changes and recommend process improvements.

LoanCare is a leading full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration.

$16–$24/hr
US

  • Prepare mortgage insurance claims on assigned agency or investor-acquired properties.
  • Complete reconciliation of all advances to be included in the claim.
  • Validate all necessary supporting documents needed for the claim.

LoanCare is a leading full-service mortgage loan subservicer serving banks and credit unions. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and have a seasoned team.

US

  • Track agreements, obligations, and funding actions.
  • Support invoice processing and reconciliation.
  • Generate reports from FBMS and related systems.

Culmen International is committed to enhancing international safety and security, strengthening homeland defense, advancing humanitarian missions, and optimizing government operations. With experience in over 150 countries, Culmen supports clients to accomplish critical missions in challenging environments.

$0–$125,000/yr
US

  • Compile daily hedge activity information including TBA/Cash Trades, MBS Pools, Allocations, Settlements, and pricing.
  • Import hedge activities into the QRM Framework and ensure accurate reporting.
  • Research and resolve pipeline-related data issues and validate assumptions in QRM.

US

  • Perform escrow account analyses to ensure compliance with investor and regulatory requirements while delivering exceptional borrower service.
  • Analyze escrow shortages, surpluses, and deficiencies, and calculate payment adjustments accurately.
  • Resolve discrepancies and collaborate with tax, insurance, and servicing teams to maintain accurate loan records.

Cascade Financial Services is a trusted lender in Attainable Housing, providing mortgage loan solutions for the manufactured housing marketplace. The company values teamwork, integrity, excellence, and service, fostering a family-like work environment with a focus on work/life balance.

$40,000–$60,000/yr
US Unlimited PTO 12w maternity 12w paternity

  • Resolves incoming customer inquiries and requests related to mortgage loans.
  • Reaches out to borrowers to resolve payment issues and documents interactions.
  • Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.

Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.

$66,500–$92,000/yr
US

  • Own critical investment reporting, data quality, and portfolio support processes.
  • Generate reports for senior management, executive committees, rating agencies, regulators, and the Board.
  • Identify opportunities to improve and automate processes including incorporating AI tools.

Horace Mann provides insurance and financial products for educators, helping them protect assets and plan for retirement. Founded in 1945 by teachers, the company serves over 4,100 school districts nationwide, is publicly traded, and has more than $12 billion in assets.

$57,020–$105,890/yr
US

  • Provide analytical, technical, and problem-solving support for Large Group delinquency processes while managing payment arrangements and mitigating risk.
  • Develop, automate, and maintain delinquency reports, tracking tools, and variance analyses for complex receivables.
  • Lead medium-scale projects and collaborate with Legal, Operations, Sales, IT&D, and other areas on system changes and process improvements.

Capital Blue Cross is a health insurer and independent licensee of the Blue Cross Blue Shield Association. Its employees have voted it a Best Place to Work in PA, with a supportive culture focused on community and wellbeing.

US

  • Provide internal and external reporting of a portfolio's financial results, including monthly financial statement packages and journal entries.
  • Ensure internal and external reporting deadlines are met, interacting frequently with property management teams and clients.
  • Support budgeting, expense reconciliation, cash management, and compliance with SOC I requirements, while delivering excellent customer service.

Stream Realty Partners is a full-service commercial real estate services organization founded in 1996, operating coast to coast in office, industrial, retail, healthcare, land, and data center properties. They are one of the fastest-growing firms in the country with a culture based on core values: smart, honest, nice, and passionate.

US

  • Manage daily settlement pipeline and exception reporting for payment setup and clearing process.
  • Communicate with creditors and agencies to clear payment exceptions and uncleared payments.
  • Support acquisition of required documentation for payment remittance and maintain deposit account balances.

Beyond Finance helps Americans escape debt and achieve financial stability through personalized financial solutions. They have helped over 1 million clients and foster a collaborative, forward-thinking culture.

US

  • Utilize Microsoft Access and other tools to resolve unapplied cash and payment-on-account transactions.
  • Accurately post customer payments from lockboxes, EDI, and other channels using the cash application system.
  • Communicate with branches and internal stakeholders to ensure accurate payment application and account reconciliation.

Ferguson is a leading distributor of plumbing supplies and other products for industrial and residential projects. They have approximately 36,000 associates across 1,700 locations and foster a community of proud associates.

$70,000–$82,000/yr
United States Unlimited PTO

  • Validate and analyze data from disparate systems using Excel, ensuring data integrity.
  • Communicate findings and troubleshoot technical issues with customers and internal teams.
  • Perform SQL data extraction and support SFTP automation for reporting needs.

Bluesight creates solutions to increase efficiency, safety, and visibility for health systems and pharmaceutical manufacturers. They are a high-growth healthcare IT company with over 3,000 customers and a startup vibe.

$24–$28/hr
US

  • Verifies, compiles, and inputs application information for mortgage loans.
  • Recommends loan denials or restructures based on standards.
  • Submits loan files for underwriting approval and communicates with borrowers.

PRMG is a mortgage company that processes residential loans. They cultivate a family-like work environment with a casual, professional, team-oriented culture and value work-life balance.

$96,000–$124,500/yr
US

  • Own the data work behind accurate client billing, reconciling across systems and building durable checks.
  • Partner with the Client Group to support timely billing and answer pressing data questions.
  • Develop reporting and dashboards that surface billing trends, risks, and anomalies.

Virta Health is transforming type 2 diabetes and weight-loss care through technology, personalized nutrition, and virtual care. They have raised over $350 million from top-tier investors and partner with health plans, employers, and government organizations.

$50,000–$55,000/yr
US

  • Review and resolve healthcare credit balance accounts through detailed analysis and accurate actions including refunds or adjustments.
  • Manage accounts receivable and communicate effectively with internal teams and providers to resolve overpayments.
  • Maintain high accuracy in a fast-paced, performance-driven environment while identifying and escalating complex issues.

Trend Health Partners is a tech-enabled payment integrity company that facilitates collaboration between payers and providers to reduce waste and improve healthcare access. It is a dynamic, growing organization that promotes a collaborative and innovative work environment.