Note: The job is a remote job and is open to candidates in USA. Newbold Advisors, LLC is a financial services company seeking an Investor Reporting SME to enhance investor reporting operations within a mortgage servicing environment. The consultant will evaluate current reporting processes and provide actionable recommendations to improve accuracy and compliance while ensuring long-term operational stability.
Responsibilities
- Assess, optimize, and strengthen investor reporting operations within a mortgage servicing environment
- Evaluate current-state reporting processes, remittance workflows, reconciliation practices, reporting controls, and operational procedures
- Identify opportunities to improve accuracy, efficiency, and compliance
- Work closely with servicing, accounting, cash operations, and leadership teams
- Provide actionable recommendations, develop supporting documentation, and facilitate knowledge transfer to ensure long-term operational stability and investor reporting readiness
Skills
- 7+ years of mortgage servicing investor reporting experience with strong hands-on expertise in ICE MSP
- Deep knowledge of investor reporting, remittance processing, reconciliations, exception management, and reporting controls across agency and investor portfolios
- Strong understanding of servicing cash flow, including borrower payments, custodial accounts, investor remittance, suspense activity, reversals, payoffs, curtailments, and reconciliation processes
- Experience working with MSP investor reporting functionality, reports, workstations, transaction processing, and investor-specific reporting requirements
- Proven ability to assess reporting setups, identify process gaps, develop controls, and deliver actionable remediation recommendations
- Experience creating procedures, job aids, training materials, and knowledge-transfer plans; background supporting servicing transfers, conversions, remediation initiatives, or agency reporting environments
Benefits
- Newbold offers health care benefits and other benefits under applicable Federal or State law.
Company Overview
I was recruited to execute a series of strategic initiatives for commercial clients within the mortgage banking industry. It was founded in 2006, and is headquartered in Clearwater, Florida, USA, with a workforce of 201-500 employees. Its website is http://www.newboldadvisors.com.