Servicing - Investor Reporting Analyst

    Highlights

    This role manages daily and monthly cash reconciliations, wire transfers, account balancing and investor remittances while ensuring compliance with investor guidelines, servicing agreements and internal controls. Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court.

    Numbers & Facts

    LocationPontiac, MI

    Description

     

    United Wholesale Mortgage is seeking a detail-oriented, analytical individual to join our team as an Investor Reporting Analyst. This individual will be responsible for the accurate and timely reporting of mortgage servicing activity to investors, including escrow, default and custodial account reporting. This role manages daily and monthly cash reconciliations, wire transfers, account balancing and investor remittances while ensuring compliance with investor guidelines, servicing agreements and internal controls. This role requires the ability to work with more complex accounting and data problems associated with Mortgage Servicing.

     

    This position requires 100% on-site attendance at our Headquarters in Pontiac, MI.

     

    WHAT YOU WILL BE DOING

    • Prepare and submit investor reports and remittances in accordance with investor, agency, and servicing agreement requirements, ensuring accuracy and timeliness.
    • Report escrow, default, loss mitigation, foreclosure, bankruptcy, and other servicing activities while researching and resolving reporting discrepancies and exceptions.
    • Initiate, review, and process investor and custodial account wire transfers, ensuring compliance with approval procedures and internal controls.
    • Monitor daily cash activity and perform reconciliations of custodial, escrow, clearing, and investor accounts, investigating and resolving variances and outstanding items.
    • Balance servicing system data to bank accounts and investor records, maintaining supporting documentation for audits and financial reporting.
    • Ensure compliance with investor guidelines and regulatory requirements, support internal and external audits, and identify opportunities to improve reporting accuracy, efficiency, and controls.

     

    WHAT WE NEED FROM YOU

    Must Have Qualifications: 

    • Minimum 2-5 years of mortgage servicing experience with a strong understanding of escrow administration and investor reporting
    • Willingness to work in a fast-paced team environment
    • Good verbal and written communication skills with both external and internal customers of all levels
    • Ability to organize, prioritize and manage workload efficiently
    • Excellent analytical and problem-solving skills. Expert skills in Microsoft Office, Word, Access and Excel (pivot tables and macros a must)

    THE PLACE & THE PERKS

    Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.

     

    It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.

     

    From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.

     

    More reasons you’ll love working here include:

    • Paid Time Off (PTO) after just 30 days
    • Additional parental and maternity leave benefits after 12 months
    • Adoption reimbursement program
    • Paid volunteer hours
    • Paid training and career development
    • Medical, dental, vision and life insurance
    • 401k with employer match
    • Mortgage discount and area business discounts
    • Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
    • Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon 
    • Gourmet cafeteria featuring homemade breakfast and lunch
    • Convenience store featuring healthy grab-and-go snacks
    • In-house Starbucks and Dunkin
    • Indoor/outdoor café with Wi-Fi

    DISCLAIMER

    All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting “Apply for this job online” you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.

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