Investor Reporting Analyst II

: Description:

Job Summary: Lima One Capital is searching for an Investor Reporting Analyst I to join the Servicing division of the company. The Analyst will be responsible for meeting investor reporting and analysis requirements as well as responding to internal and external reporting requests. The Analyst will work with multiple institutional investors and provide a high level of service to all internal and external stakeholders. The Investor Reporting Analyst I must be able to handle detailed and complex reporting and reconciling requirements and work with a high level of accuracy, independence, and analytical prowess. Additionally, the Analyst must be able to organize around and deliver against tight deadlines. In addition to routine reporting, the Analyst will assist with procedure reviews and other department projects.

Responsibilities:

• Responsible for accurate and timely reporting to investors. The number, type, and requirements of investor counterparties may change periodically.
• Provide excellent service to internal and external stakeholders, typically by assisting investors with questions regarding remittance differences, reporting differences, etc.
• Meet or exceed all processing and reporting deadlines and timeframes and work with a sense of urgency to complete tasks.
• Perform collection account reconciliations on a routine basis to ensure that transactions in the loan servicing system accurately reflect the bank activity. Perform the necessary research to identify and clear all reconciling items.
• Perform reconciliations. Reconciliations include, but are not limited to, custodial bank accounts, month end collection, weekly payoff...etc.
• Streamline and automate current reports and templates. Continuously evaluate and identify opportunities to drive process improvements.
• Provide a high level of service to investors through correspondence and communications. • Review servicing agreements and research and implement best practices for new investor counterparties using knowledge of investor procedures, remittance, and reporting requirements.
• Increase utilization and efficiency of loan servicing software for reporting requirements.
• Cross-train existing and new employees in relevant investor reporting areas.
• Assume other duties/projects as they arise and be responsive to other departmental needs.

Requirements:

Qualifications:

• Bachelor's Degree in Accounting or Finance preferred
• 5+ year mortgage industry experience preferred
• 3+ year experience with investor reporting and/or secondary mortgage marketing and loan servicing preferred

Desired Experience and Skills:

• Very proficient and experienced in Microsoft Excel
• Able to solve complex problems independently and with sound judgment
• Exceptional research and analytical abilities
• Proven time management skills with the ability to manage multiple deadlines, prioritize projects and tasks, and adjust quickly while maintaining attention to detail
• Good verbal and written communication skills
• Ability to work in a fast-paced team environment

What We Offer:

• Competitive salary
• Bonus opportunity
• Amazing Culture
• Medical, Dental and Vision benefits
• Life, Short-Term Disability, Long-Term Disability
• 401K with company match
• Excellent training
• PTO, sick days and holidays
• Parental Leave
• Growth opportunities
• Great location

About Lima One Capital:

Lima One Capital is the nation's premier lender for real estate investors. Recognized by the Inc.5000 as one of America's fastest growing companies, Lima One specializes in providing real estate investors with financing for their rental, fix-and-flip, multifamily properties, and new construction. The company, founded by Marines, is distinguished as one of South Carolina's Best Places to Work and Top Workplaces. Lima One is headquartered in downtown Greenville, South Carolina, and markets its lending products over a national footprint of 45 states and the District of Columbia. Learn more about us at limaone.com.

Notice to Third Party Recruiters and Agencies

Lima One Capital does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of a fully executed agreement for a specified position, Lima One Capital has no obligation to pay any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Lima One Capital explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Lima One Capital. If you or your agency would like to be considered as a future recruiting partner, please email View email address on us.fitly.work (Subject: Agency Partner Request).

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