SUMMARY

The Internship with Investor Reporting is a role within the Finance department.  This role should be assisting with the following functions being completed:

ESSENTIAL FUNCTIONS

• Perform reporting using system cutoff activity and compare to cash and collections reports to ensure accuracy.
• Create and send daily, weekly, and monthly reporting to Investors and Management for total dollars collected and loan level reporting details.
• Ability to use SQL and Excel to complete reporting in accordance with various remittance methods, investor contracts and compliance requirements; take appropriate steps to clear variances.
• Escalate to management any deficiencies, problems, or concerns that might be a potential risk.
• Process temporary payment plans and deferments for mortgage.
• Complete audit requests for investor and state licensing agencies.
• Assist with special projects within the department.

QUALIFICATIONS AND SKILLS

• Must be enrolled in 12+ hours of undergraduate coursework or enrolled in 9+ hours of graduate program with a 3.0 GPA or higher required.
• Pursuing a degree in Finance, Economics, Business or Accounting.
• Some experience in finance and/or accounting; financial services experience preferred.
• Proficient to advanced computer skills including Microsoft Office (Excel, Access, Word, Outlook).
• Excellent time management skills and ability to work well under pressure.
• Communicate effectively and concisely with all levels of personnel both verbally and in writing.
• Detail oriented with the ability to work independently and within deadlines.
• Self-motivated team player with strong organizational skills.