Senior Investor Reporting Analyst – Commercial Mortgage Servicing, Multifamily Housing

The Community Preservation Corporation

. Prepare and deliver Investor reporting packages and data files, including monthly, quarterly, annual, and ad‑hoc reports required by Investors.

Posted 6/9/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $80,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Prepare and deliver Investor reporting packages and data files, including monthly, quarterly, annual, and ad‑hoc reports required by Investors. Ensure all reporting, certifications, remittances, and supporting documentation are accurate, complete, and submitted within required deadlines.
Reconcile and validate loan‑level data against Investor reports and servicing system records to ensure data integrity. Review Investor files, account reconciliations, payment activity, and wire instructions for accuracy, completeness, and compliance with Investor requirements.
Support and drive process automation and continuous improvement initiatives to enhance reporting efficiency, accuracy, and operational controls.
Assist in coordinating internal and external audits, including preparing documentation, managing timelines, and serving as a liaison with auditors and internal stakeholders.
Facilitate and support compliance‑related meetings by preparing agendas, documenting discussions, and tracking follow‑up actions to ensure timely completion.
Mentor junior team members by providing guidance, reviewing work, and contributing to team development and knowledge‑sharing initiatives.
Prepare recurring and ad‑hoc reports for senior leadership, highlighting trends, variances, risks, and key exceptions.
Collaborate with Finance, Asset Management, and other servicing teams to resolve reporting issues and support internal control requirements.

Requirements

What you’ll need

Bachelor’s degree in business, Accounting, Finance, or a related field.
3+ years of experience in commercial mortgage servicing, Investor Reporting, Cash Management, or related financial operations. Strong understanding of Agency (Fannie Mae & Freddie Mac), FDIC, and other Investor reporting requirements.
Proficiency with the McCracken Strategy, Excel including pivot tables, VLOOKUP/XLOOKUP, and reconciliation formulas.
Strong analytical, reconciliation, and problem‑solving skills with exceptional attention to detail.
Proven ability to manage multiple deadlines and perform effectively in a high‑volume, deadline‑driven environment.
Excellent written and verbal communication skills, with the ability to collaborate professionally across internal teams and external partners.
Ability to work independently while contributing effectively within cross‑functional teams.
Ability to travel, as needed.

Benefits

Comp & perks

Competitive compensation
401(k) retirement plans with employer match
Medical, dental, and vision benefits for employees and their dependents
Commuter benefits
PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability
Tuition assistance program
Two “work from anywhere” weeks per year
Summer Fridays
Collaborative working spaces
Service days to support our communities
Employee development and engagement events

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Investor reportingdata validationprocess automationfinancial reportingreconciliationcash managementanalytical skillsproblem-solvingattention to detaildeadline management

Soft Skills

mentoringcollaborationcommunicationteam developmentorganizational skillsindependenceprofessionalismtime managementfacilitationtracking follow-up actions