Truist

Investor Accounting & Reporting Manager

Truist

full-time

Posted on:

Location Type: Office

Location: Charlotte • Alabama, Kansas, North Carolina • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Execute daily, monthly, quarterly and annual reporting to internal Bank stakeholders and externally to investors, lenders, master servicers and rating agencies
  • Support reporting for primary, special and master servicing as required
  • Create and deliver monthly, quarterly and annual reports to Fannie Mae, Freddie Mac, FHA and Ginnie Mae
  • Ensure all lender remittances and corresponding reporting for all lender types is completed timely and accurately, including all IRP reporting (CMBS) and Agency reporting (FNMA, FHLMC, GNMA)
  • Manage the delivery of funds to external clients and other third parties as required
  • Provide reporting and support for the commercial mortgage servicing rights valuation process
  • Provide review and support for all required advancing activity
  • Provide review and support for all Grandbridge banking-related activities, including reconciliation and daily account review
  • Maintain and deliver Grandbridge corporate insurance documentation as required by lenders
  • Provide review and support for access reviews relating to the various technologies used by Grandbridge
  • Timely and accurately complete surveys and information requests from the MBA and other industry trade groups and/or rating agencies
  • Provide support for various audits performed on Grandbridge, to include primary support for investor and borrower confirmations
  • Serve as a primary contact for internal compliance related control reviews and testing, related to duties performed
  • Provide oversight and review of various management reports
  • Update Policies and Procedures as needed

Requirements

  • College Degree or equivalent education and training
  • 6 years of work related experience
  • Strong written and verbal communication skills
  • Ability to efficiently and consistently produce accurate and timely work product
  • Strong organizational and problem-solving skills
  • Ability to multi-task in a fast paced environment with heavy interaction with teammates and clients
  • Ability to collaborate or work independently
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to lead and manage teammates
  • Commercial loan operations experience
Benefits
  • medical, dental, vision, life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • no less than 10 days of vacation
  • 10 sick days
  • paid holidays
  • defined benefit pension plan
  • restricted stock units
  • deferred compensation plan

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
reportingcommercial mortgage servicinglender remittancesIRP reportingAgency reportingadvancing activitybanking-related activitiesreconciliationauditscommercial loan operations
Soft skills
written communicationverbal communicationorganizational skillsproblem-solving skillsmulti-taskingcollaborationindependenceleadershiptime managementattention to detail
Certifications
College Degree