Job Description

Who we are

Shellpoint Mortgage Servicing (SMS) is one of America’s top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners’ mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current.

Primary Function 

The Supervisor - Investor Reporting is responsible for the setup, reporting, and remitting on new investors and reviewing existing files to ensure quality of externally sent files.   Additionally, the individual will work directly with the investor reporting analysts to train the staff to understand the processes they are completing as well as any changes to existing processes. 


Principal Duties 

  • Conduct oneself in a manner that reflects positively on the company in general and the department in particular, including professional, timely, and detailed responses to internal and external communication, and arriving timely to all meetings and calls. 

  • Confirm monthly reports are produced and delivered in an accurate and timely manner including but not limited to loan level invoice and remit files while meeting the contractual SLA for each investor with a high rate of accuracy. Resolve any coding issues with reports by working with management to make the necessary changes and update policies and procedures. 

  • Work with the staff to resolve any external issues and correct or update any data or formatting issues in the monthly reporting to ensure client satisfaction. 

  • Confirm reports, and wire requests are being sent timely as it relates to the monthly reporting and remittances. 

  • Confirm the staff is accurately working with internal clients such as investor accounting and finance on all account reconciliation items including P&I, T&I, service fee, corporate advance, timing advance, and operating account reconciliations by reviewing outstanding bank reconciliations monthly. 

  • Review reports before they are submitted externally. This includes checks for formatting issues, month-over-month consistency issues, contract billing agreement, full balance roll forward, and large transaction investigation. 

  • Coordinate with the department's management to address issues identified so that reoccurring process issues can be remedied. 

  • Performs additional projects and duties as assigned by supervisor. 

Education and Experience Requirements   

  • Bachelor’s Degree in an analytical, quantitative, or financial discipline and one year of experience as an analyst in a financial setting (a graduate degree may be considered as contributing towards work experience). 

  • Prior mortgage servicing experience and/or statistical analysis required. 

  • Prior SQL or other programming experience is a plus. 


Knowledge, Skill and Ability Requirements   

  • Strong business communication skills with an ability to work well in a collaborative environment including other internal departments. 

  • Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines. 

  • Strong skills in Excel (pivot tables, vlookups, and other formulas). 

  • Fast learner - able to assimilate new ideas and thrive in a fast-paced environment.  

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities.  Management reserves the right to modify, add or remove duties and request other duties, as necessary.  

Company Perks:
*     15 Paid Time Off (PTO) days and 18 after 1st anniversary!
*     9 Paid Holidays
*     Employee Engagement Activities

 Company Benefits:
*     Medical (including Health Savings Account & Flexible Savings Account)
*     Dental - RX - Vision - Life, Disability Insurance - 401(k) Plan with company match! - Employee Assistance Plan 

*     Performance-based Incentives
*     Pet Insurance

*     Advancement Opportunities

Newrez NOW:

*     Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
*     1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
*     Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

*     Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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Application Instructions

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