Operations Advisor – Investor Reporting

Role Overview

• Support accurate and timely reporting and remitting funds as dictated by servicing agreements
• Mitigate risk by meeting all regulatory and compliance requirements
• Establish and monitor process performance measurements and business impact
• Prepare performance statistics and reports for internal stakeholders and senior management
• Monitor the production workflow and assist team members with escalated process issues
• Independently identify and resolve exceptions and serve as a point of escalation
• Monitor effectiveness and efficiency of production and/or process
• Determine and/or drive change and improvement efforts in production and/or processes
• Ensure the business adheres to policies, procedures, and regulatory standards
• Independently resolve compliance issues and drive risk mitigation activities

Requirements

• Minimum four years of loan servicing experience, preferably in investor reporting; equivalent experience in complex financial operations will be considered.
• Strong understanding of financial calculations and cash movement concepts
• Exceptional time management and prioritization skills
• Highly organized and detail oriented
• Demonstrated independent problem solving capability
• Sound decision making skills
• Ability to work independently
• Strong analytical skills
• Demonstrated leadership skills, including mentoring peers, providing guidance on complex reporting and reconciliation issues, and proactively supporting team objectives, operational controls, and risk mitigation efforts.
• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Benefits

• medical/prescription drug coverage (with a Health Savings Account feature)
• dental and vision options
• employee and spouse/child life insurance
• short and long-term disability protection
• 401(k) with PNC match
• pension and stock purchase plans
• dependent care reimbursement account
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level; and years of service