Investor Reporting Investor Accounting Analyst I (Entry Level)

About PMSI

At PMSI, we help mortgage servicing organizations improve investor reporting accuracy, operational efficiency, and financial performance. We are looking for a motivated, detail-oriented individual to join our team in an entry-level analyst role with opportunities for growth and development.

Position Overview

The Investor Reporting / Investor Accounting Analyst I is an entry-level position responsible for supporting investor reporting and accounting activities for mortgage servicing clients. This role focuses on analyzing financial and reporting data, researching discrepancies, preparing reports, and helping ensure compliance with investor and regulatory requirements.

This is an excellent opportunity for a recent graduate or early-career professional who enjoys problem-solving, working with data, and learning financial operations within the mortgage servicing industry.

Key Responsibilities

• Support daily investor reporting and accounting functions under the guidance of senior team members
• Assist with the “7 R’s” process: Reporting, Remitting, Reconciliation, Research, Root Cause Identification, Resolution, and Remediation
• Analyze loan and pool-level reporting data to identify discrepancies and trends
• Research and resolve reporting and cash exceptions
• Maintain accurate records and documentation of reporting activities
• Participate in client meetings and provide professional communication updates
• Assist with monthly reporting metrics and aged item tracking
• Support process improvement initiatives and operational projects
• Follow established procedures and reporting deadlines
• Learn investor servicing guidelines and reporting requirements
• Collaborate with team members to improve reporting quality and efficiency
• Perform additional duties as assigned

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Business, or a related field
• 2 years of professional work experience
• Experience with Excel functions such as Pivot Tables and VLOOKUPs
• Strong analytical and problem-solving skills
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Excel and Microsoft Word
• Strong written and verbal communication skills
• Ability to work in a fast-paced, deadline-driven environment
• Willingness to learn and grow within the mortgage servicing industry

 Preferred

• Advanced degree
• GPA of 3.5 or higher

• Internship or coursework related to finance, accounting, analytics, or mortgage servicing
  

What We Offer

• Career growth and development opportunities
• Hands-on industry training
• Collaborative team environment
• Exposure to mortgage servicing and investor reporting operations
• Opportunity to build analytical and financial operations experience
• Work-from-home Fridays following the successful completion of the probationary period (some restrictions apply)

Please note this job description is intended to provide a general overview of the position and may be updated as business needs evolve.