Investor Reporting Analyst III

Salt Lake City, UTPosted Aug 26, 2026

Job description

Principal Duties: Aggregate loan activity from various sources into summary remittance reports Reconcile custodial bank accounts to loan activities accurately and timely Remit funds due to investors accurately and timely Research and resolve questions timely, accurately, and thoroughly Understand and utilize systems: Excel, SQL, and Black Knight/LPS Ensure all deal points are completely analyzed and communicated to the appropriate parties Owns ancillary reporting and/or processes Trains and mentors other Investor Reporting Analysts Minimum Qualifications: Bachelor's or equivalent experience Strong written and oral communication skills Proficient in Microsoft Excel Analytical skills for effective data interpretation and decision-making Preferred Qualifications: 3-5 years of experience in Investor Reporting or Accounting related functions Working knowledge of Investor Reporting concepts and/or requirements Demonstrated ability to organize and manage tasks simultaneously High levels of data literacy, including abilities in SQL, VBA, Python, or equivalent technical skills

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