Senior Investor Reporting Analyst (Commercial Mortgage Servicing/Multifamily Housing)

Overview

A leading organization in affordable housing finance is seeking a Senior Investor Reporting Analyst to prepare, review, and deliver accurate and timely reporting to investors and internal stakeholders for a portfolio of commercial multifamily mortgage loans. This role involves managing complex reconciliation activities, issue resolution, maintaining data integrity across servicing systems, and ensuring compliance with investor, regulatory, and contractual reporting requirements.

Responsibilities

• Prepare and deliver investor reporting packages and data files, including monthly, quarterly, annual, and ad-hoc reports.
• Ensure all reporting, certifications, remittances, and supporting documentation are accurate, complete, and submitted within 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 and compliance.
• Support and drive process automation and continuous improvement initiatives to enhance reporting efficiency and operational controls.
• Assist in coordinating internal and external audits by preparing documentation, managing timelines, and liaising with auditors and stakeholders.
• Facilitate compliance-related meetings by preparing agendas, documenting discussions, and tracking follow-up actions.
• Mentor junior team members by providing guidance, reviewing work, and contributing to team development.
• 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 controls.

Requirements

• Bachelor’s degree in Business, Accounting, Finance, or a related field.
• Minimum of 3 years’ 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 McCracken Strategy and advanced Excel skills 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 in a high-volume, deadline-driven environment.
• Excellent written and verbal communication skills with the ability to collaborate professionally across teams and external partners.
• Ability to work independently and effectively within cross-functional teams.
• Ability to travel as needed.

Compensation & Benefits

• Salary range: $80,000 – $95,000, dependent on experience.
• Competitive compensation package.
• 401(k) retirement plan with employer match.
• Medical, dental, and vision benefits for employees and dependents.
• Commuter benefits.
• Paid time off including vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability.
• Tuition assistance program.
• Two "work from anywhere" weeks per year.
• Summer Fridays.
• Collaborative working spaces.
• Service days to support communities.
• Employee development and engagement events.

Location

This is a remote position available in Missouri, Kansas, and Texas. Periodic travel to offices located in Manhattan or Chappaqua, New York may be required.

Additional Information

Applicants must be authorized to work in the United States. Employment sponsorship is not provided. Candidates must meet all minimum qualifications at the time of application.

The employer is an Equal Opportunity Employer and makes all employment-related decisions without regard to race, creed, color, national origin, sex, disability, marital status, veteran status, sexual orientation, gender identity, or any other protected status.