Loan Remittance & Product Support - SBO - Remote US

Overview

This role focuses on the technical implementation and support of loan accounting and investor reporting software. Responsibilities include software configuration, client training, test support, and acting as a liaison between clients and the software development team. The position supports new client engagements, third-party integrations, and helps clients improve efficiency in transaction execution.

Responsibilities

• Execute client loan accounting and investor reporting functions using the software platform
• Perform remittance processing to support client implementations and conversions
• Serve as a front-line point of contact for clients via phone, email, and other communication methods
• Provide ongoing system and business support, including researching and resolving production issues
• Lead loan accounting and system functionality testing to validate new developments and client execution
• Recommend business process improvements based on product knowledge and client experience
• Conduct user training and maintain/update documentation and training materials in collaboration with the training team
• Perform other duties as assigned by management

Requirements

• Bachelor’s degree in accounting, finance, or equivalent education and experience
• Minimum 5 years of relevant industry experience, typically at Senior Analyst or Analyst level
• At least 3 years of experience in loan accounting, investor accounting, or investor reporting preferred
• Strong mathematical and analytical skills
• Advanced Microsoft Excel skills, including handling large data sets
• Proactive in gathering detailed information impacting clients or problem resolution
• Excellent interpersonal, analytical, attention to detail, and follow-up skills
• Strong verbal and written communication skills in individual and group settings
• Experience with SBO loan accounting system is a plus
• Ability to read and parameterize adjustable-rate mortgage (ARM) notes
• Experience collaborating with software development teams
• Solid understanding of database models and table relationships; ability to write and execute basic SQL queries in Oracle and/or SQL Server
• Experience testing software enhancements and bug fixes
• Ability to reconcile custodial accounts
• Self-directed and motivated to deliver high-quality solutions and services

Compensation & Benefits

• Annual base salary range: $70,000 - $85,000
• Specific compensation determined by education, experience, skills, location, and market data
• Eligibility for discretionary bonuses based on program guidelines and management approval
• Paid time off and paid holidays according to company policies
• Access to benefit plans including medical, dental, vision, life, disability insurance, and 401(k) plans

Location

Not specified

This job description is not exhaustive and may be updated to meet organizational needs. The employer is an Equal Opportunity Employer and considers qualified applicants without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other protected characteristic under applicable laws.