Investor Services Analyst (On-site)
The Investor Services Analyst at Confidential Client is an entry-level, on-site role supporting investor portfolio reporting, remittances, and reconciliations for major mortgage investors. The position offers hands-on experience in financial reporting, data analysis, and compliance within a collaborative team environment, ideal for recent graduates starting a career in financial services or the mortgage industry.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Who We Are
Our confidential client is a leader in the Accounting & Finance space supporting residential mortgage investor portfolios. The team values collaboration, accuracy, and a customer-first mindset. This role is designed for recent graduates or professionals new to investor operations who want hands-on experience with reporting, reconciliations, and investor accounting.
What You’ll Do
This is an entry-level, on-site role supporting investor servicing operations. Key responsibilities include:
- Help prepare investor reports, remittance files, and related accounting entries for investor portfolios (e.g., Fannie Mae, Freddie Mac, Ginnie Mae, Private Investors).
- Support monthly reconciliations for custodial accounts (Clearing, P&I, T&I, Escrow).
- Research and help resolve data discrepancies and account variances.
- Learn to facilitate remittance wires and journal entries under supervision.
- Collaborate with team members to maintain accurate records and resolve issues.
- Follow established procedures and internal controls to ensure compliance and accuracy.
- Assist with audit support activities (internal and external).
- Perform ad-hoc reporting and analysis using Excel and other reporting tools.
- Communicate findings clearly to operations staff and leadership.
- Perform other related duties as assigned.
Program start: September 2026.
Qualifications
- Bachelor’s degree from an accredited college or university.
- Preferred majors: Business, Finance, Accounting, Economics, or related fields.
- Entry-level candidates and recent graduates encouraged to apply.
Skills & Tools
- Strong Excel skills (pivot tables, formulas, charts; macros a plus).
- Experience or interest in Tableau, PowerPoint, and Visio is a plus.
- Comfortable working with quantitative data and producing clear reports.
- Excellent written and verbal communication skills.
- Strong attention to detail, ability to multitask, and meet deadlines.
- Willingness to learn, adapt, and contribute in a collaborative team environment.
- Professional, entrepreneurial mindset with good business judgment.
Work Environment & Physical Requirements
- On-site position at the assigned office location (Coppell, TX).
- Regular and punctual attendance required per schedule set by leadership.
- Sedentary office work with prolonged computer use and repetitive motions (typing, phone use).
- Must be able to communicate effectively in English.
- Employment contingent on meeting company security standards for mobile devices (e.g., ability to install Microsoft Authenticator).
Why Join
The confidential client offers a total rewards package designed to support your career and well‑being, including:
- Medical, dental, and vision insurance.
- Health Savings Account with employer contribution.
- 401(k) retirement plan with employer match.
- Paid parental/maternity leave and caregiver leave.
- Adoption assistance, tuition & certification reimbursement.
- Employee mortgage loan program and emergency/disaster fund.
- Corporate social responsibility programs, volunteer time off, and matching gifts.
Additional Information
While this job description reflects core responsibilities and requirements, management may modify duties as business needs change.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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