Investor Reporting and Reconciliation Manager – Birmingham, AL

Job title: Investor Reporting and Reconciliation Manager – Birmingham, AL

Company: Lenderworks


Job description: Description:Lenderworks is currently seeking an Investor Reporting and Reconciliation Manager- Hybrid to join our team of professionals in Birmingham, AL.You are our competitive advantage. Our team of innovators and seasoned professionals fosters an environment where our teammates and our clients can thrive. Since 2011, our innovative structure and unique market positioning has offered personal and professional development opportunities that are unrivaled in the industry. Whether you are just launching your career or are looking to enhance your experience, your future begins at Lenderworks .Position Overview:The Manager of Investor Reporting and Reconciliation will oversee and lead a dynamic team responsible for critical operational functions supporting mortgage lender clients of Lenderworks. This role ensures the accuracy, efficiency, and compliance of processes related to investor reporting, escrow management, and reconciliation activities. The successful candidate will be a strategic thinker, an effective leader, and a detail-oriented professional with a deep understanding of mortgage servicing operations.Job ResponsibilitiesKey Responsibilities of the Investor Reporting and Reconciliation Manager role:1. Team Leadership and Development:

• Manage, mentor, and develop team members to ensure high performance and professional growth.
• Establish clear performance goals and provide regular feedback and coaching.
• Foster a collaborative and supportive team environment.

2. Operational Oversight:

• Oversee the collection and imaging of purchase advice documents and data entry.
• Manage the timely and accurate processing of warehouse line paydowns.
• Ensure the thorough review of escrow information in loan files for accuracy and completeness.
• Supervise the generation of applicable servicing and insurance transfer letters.
• Oversee the delivery of servicing-released data to appropriate stakeholders.
• Provide oversight for first payment monitoring to ensure timely and accurate processing.

3. Reconciliation Activities:

• Direct purchase advice reconciliation to ensure alignment with investor requirements.
• Manage escrow reconciliation processes to maintain compliance and accuracy.
• Develop and implement procedures to identify and resolve discrepancies in a timely manner.

4. Process Improvement:

• Identify opportunities to enhance efficiency and accuracy across all team functions through both process improvements and the application of new technologies.
• Lead initiatives to streamline workflows, implement automation, reduce errors, and improve service delivery.
• Collaborate with cross-functional teams to align processes with organizational goals.

5. Compliance and Reporting:

• Ensure all activities are performed in compliance with regulatory and investor requirements.
• Prepare and review reports for internal stakeholders and external investors.
• Stay updated on industry trends and regulatory changes to maintain best practices.

Requirements:Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 5+ years of experience in mortgage servicing, investor reporting, or related fields.
• Previous leadership or management experience, with a track record of developing high-performing teams.
• Strong knowledge of investor reporting, escrow management, and reconciliation processes.
• Excellent analytical, problem-solving, and organizational skills.
• Proficiency in relevant software systems and tools used in mortgage servicing operations.
• Exceptional communication skills, both written and verbal.
• Ability to thrive in a fast-paced, detail-oriented, and deadline-driven environment.

Reporting Structure:The Client Success Manager will report directly to the Chief Growth Officer and will collaborate closely with leaders from Technology and Service Delivery teams.If you want to be part of a groundbreaking team that supports successful and profitable mortgage companies, then Lenderworks is the team for you!Please see our website atWe are an Equal Opportunity EmployerNo Phone Calls or Recruiters PleasePI2cf711457a62-5316

Expected salary:

Location: Birmingham, AL

Job date: Sat, 03 May 2025 07:59:56 GMT

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