Investor Reporting Manager

Job Description

Job Description

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Investor Reporting Manager to join our growing team.

Essential Functions:

• Responsible for all operations within Triad’s Investor Reporting department, including daily and weekly transactions, support the month-end close process, monthly reconciliations and validation of the monthly investor remittances.
• Provides support for the development and implementation of strategic plans for the manufactured home mortgage servicing division.
• Manage all servicing transfers inbound, internal, and outbound for tracking and reconciliation.
• Monitor and support the servicing of Triad’s Freddie Mac loan portfolio.
• Develop policies and procedures for servicing manufactured home loans as it relates to Investor Reporting.
• Monitor regulatory changes affecting servicing to ensure compliance and competitive positioning.
• Build and maintain relationships with investor clients, manufactured home dealers, builders, and other industry stakeholders.
• Provide support for investor clients to remit funds for corporate advances. Ensure investors remit payment monthly and handle any disputes that may arise.
• Work with accounting regarding any investor relations needed between accounting and servicing.
• Monitor and facilitate any changes in monthly investors. (Adding, Deleting, Mergers and Acquisitions)
• Facilitate opening custodial bank accounts for each investor and ensure accurate reporting for each custodial account that is set up in MSP servicing platform.
• Review and contribute to new Servicing contracts to monitor and track changes.
• Assist Cash Manager with any MSP platform reporting issues that may arise.
• Responsible for any employee development regarding investor relations.
• Ensure all MSP daily balancing occurs and tracked accordingly.
• Ensure that all system maintenance is completed timely and accurately.
• Support senior management with projects as needed.
• Establish and monitor performance metrics for investor reporting for daily operations.
• Assist with Servicing projects as needed.

• Maintain and monitor regulatory filings as needed for Servicing.

Education and/or Work Experience Requirements:

• 5+ years of accounting/finance background.

• In-depth understanding of the manufactured housing market and related financial regulations a plus

Knowledge, Skills, and Abilities:

• Strong knowledge of Fannie Mae, Freddie Mac, FHA, VA, and other mortgage loan products for manufacture home underwriting guidelines
• Excellent communication, negotiation, and presentation skills
• Strong analytical and problem-solving abilities
• Ability to establish and maintain relationships with industry partners, clients, and stakeholders
• Commitment to maintaining compliance with all federal, state, and local regulations

Physical Demand:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.