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Investor Reporting Manager

Date Posted: Sep 04, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Jacksonville, Florida, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Dec 03, 2026

Job Description

Overview

Position OverviewTriad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Investor Reporting Manager to join our growing team.Essential Functions: Responsible for all operations within Triad's Investor Reporting department, including daily and weekly transactions, support the month-end close process, monthly reconciliations and validation of the monthly investor remittances.Provides support for the development and implementation of strategic plans for the manufactured home mortgage servicing division.Manage all servicing transfers inbound, internal, and outbound for tracking and reconciliation.Monitor and support the servicing of Triad's Freddie Mac loan portfolio.Develop policies and procedures for servicing manufactured home loans as it relates to Investor Reporting.Monitor regulatory changes affecting servicing to ensure compliance and competitive positioning.Build and maintain relationships with investor clients, manufactured home dealers, builders, and other industry stakeholders.Provide support for investor clients to remit funds for corporate advances. Ensure investors remit payment monthly and handle any disputes that may arise.Work with accounting regarding any investor relations needed between accounting and servicing.Monitor and facilitate any changes in monthly investors. (Adding, Deleting, Mergers and Acquisitions)Facilitate opening custodial bank accounts for each investor and ensure accurate reporting for each custodial account that is set up in MSP servicing platform.Review and contribute to new Servicing contracts to monitor and track changes.Assist Cash Manager with any MSP platform reporting issues that may arise.Responsible for any employee development regarding investor relations.Ensure all MSP daily balancing occurs and tracked accordingly.Ensure that all system maintenance is completed timely and accurately.Support senior management with projects as needed. Establish and monitor performance metrics for investor reporting for daily operations.Assist with Servicing projects as needed. Maintain and monitor regulatory filings as needed for Servicing. Education and/or Work Experience Requirements: 5+ years of accounting/finance background. In-depth understanding of the manufactured housing market and related financial regulations a plusKnowledge, Skills, and Abilities: Strong knowledge of Fannie Mae, Freddie Mac, FHA, VA, and other mortgage loan products for manufacture home underwriting guidelinesExcellent communication, negotiation, and presentation skillsStrong analytical and problem-solving abilitiesAbility to establish and maintain relationships with industry partners, clients, and stakeholdersCommitment to maintaining compliance with all federal, state, and local regulationsPhysical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.PI8ae05e315abe-8650

Key responsibilities

Not specified in the original listing.

Required skills

  • Accounting

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Jacksonville, Florida, United States of America

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. They focus on improving loan submission quality and supporting efficient processes in mortgage operations. Read More

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