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Senior Investor Reporting Analyst

Company: PenFed Credit Union
Location: The Colony
Posted on: January 12, 2021

Job Description:

Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members ---do better.--- Joining PenFed is more than being an employee; it---s about being a part of the PenFed family. PenFed is hiring a Senior Investor Reporting Analyst in Frisco, Texas. The Senior Investor Reporting Analyst will act as the relationship subject matter expert with all GSE investors and various private portfolios. Primary liaison between internal and external business partners with a strong focus on high risk and time sensitive issues.The Senior Investor Reporting Analyst will also assist with training new hires; assist analysts with out of balance investor accounts and investor escalations. Ensure policies and procedures are maintained and updated in accordance with regulatory, investor, and company guidelines. Assist senior leadership with risk management analysis, operational control review and process improvement and management reporting. Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned. Act as subject matter expert with all Investor Reporting and custodial reconciliation activitites along with the ability to identify business process/system improvements through industry best practices. Primary point of contact with GSE and private counterparts as it relates to Investor Reporting and custodial reconciling activities. Oversee and facilitate the accurate and timely submission of reports and remittances to investors as specified by the governing servicing agreement or servicing guide along with custodial reconciliation oversight. Assist reporting analysts to resolve complex reporting and reconciling issues. Support management in the identification of reporting trends and analyze key deficiencies along with making recommendations to mitigate risk. Assist leadership with performance reporting analysis and preparation of investor dashboards, scorecards and business review documentation. Monitor published investor changes and update policies and procedures to comply with the new requirements. Oversees all loan transfer activities to include updating system balances, validating boarding/release balances to the trial balance, and reconciling any variances. Act as subject matter expert to assist reporting analysts with resolving out of balance conditions or other research related issues including inquires on the general ledger. Advanced ability to understand and interpret servicing agreements and GSE servicing guides to ensure that portfolio reporting and remitting are completed in accordance with the applicable investor guidelines. Lead participant in testing of servicing system enhancements or other investor upgrades/releases. Coordinate Investor, internal audits or other third party inquiries. Qualifications Equivalent combination of education and experience is considered. Bachelor---s degree in Accounting/Finance required Minimum 5 years Investor Reporting experience preferred. Expert knowledge of Investor Reporting theory and underlying remittance types including reconciliation concepts. Advanced experience with GSE technology systems. Proficient in the use of MSP servicing system. Excellent people skills --- ability to effectively communicate with senior level personnel. Strong critical thinking and problem solving abilities. Excellent verbal and written skills, ability to present performance data, comfortable interfacing at all levels of the organization. Strong organizational skills with an emphasis on project coordination activities. Superior business problem resolution skills in combination with strong analytical skills, sound judgment, and the ability to independently collaborate effectively with investors and internal business units on complex issues and analysis. Advanced conflict resolution skills. Expert computer skills; proficiency with Microsoft Office products including Excel, Word, and Outlook; ability to master of all available technology/software applications standard to the department, including Monarch and database query tools. Possess a wide degree of creativity and independence and the ability to handle multiple priorities in fast paced work environment. Supervisory Responsibility This position will not supervise employees. Licenses and Certifications There are no additional certifications required. Work Environment While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise. Travel Ability to travel to various worksites and be on-call is required. Special Message Regarding COVID 19 PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world. In light of the current situation with novel coronavirus (COVID-19), we have modified our hiring, onboarding, training, and deployment protocols in order to comply with current local and state guidance around social distancing. About Us Established in 1935, PenFed today is one of the country---s strongest and most stable financial institutions with over 2 million members and over $26 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment Opportunity PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 531-444-8329.

Keywords: PenFed Credit Union, The Colony , Senior Investor Reporting Analyst, Professions , The Colony, Texas

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