Senior Investor Reporting Analyst – Commercial Mortgage Servicing, Multifamily Housing

Responsibilities

• 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

• 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.