What are the responsibilities and job description for the Sr. Investor Reporting Analyst position at Cornerstone Capital Bank?
Who we are:
Cornerstone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisfaction, employee retention and happiness! We employ people who are passionately committed to Cornerstone’s Mission, Vision & Core Convictions.
We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
Who we are looking for:
Cornerstone Servicing is seeking an experienced Sr. Investor Services Associate to join our team in Englewood, CO. This position will prepare investor reporting for various types of investors and remittance types ranging from private actual/actual deals to more complex private securities and oversight of agency portfolio.
- Salary: $70-90k
- Location: Onsite daily in Englewood, CO
Key Responsibilities:
- Prepare, review, and submit monthly investor reports, remittances, and custodial account reconciliations.
- Ensure compliance with investor guidelines, pooling and servicing agreements (PSAs), and contractual requirements
- Ensure servicing system and reports are in balance and monitor cash movement and advancement requirements.
- Coordinate loan movement and cash settlement activity between the Loan Boarding/Service Transfer group, and the sellers
- Perform complex cash, principal, interest, escrow, corporate advance, and custodial reconciliations.
- Investigate and resolve investor reporting discrepancies, shortages, overages, and system exceptions.
- Act as a primary point of contact for investor inquiries, audits, and exception resolution.
- Provide training, guidance, and mentorship to junior analysts.
- Complete special projects as assigned by Manager
What you’ll need to be successful:
- Bachelor’s degree in Accounting/Finance or equivalent work experience
- Minimum 3-5 years of professional accounting experience in a mortgage environment
- CPA preferred
- Strong analytical reasoning, problem solving and critical thinking skills
- Effective verbal and written communicator
- Must be well organized with attention to detail
- Excellent interpersonal and relationship building skills
- Quick learner and adaptable to constant change
- Minimum 2 years of experience using Microsoft Office Suite (Word, Excel, Outlook, etc.)
What we offer:
Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.
What to do next:
If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Salary : $70 - $90