Investor Reporting Analyst
Cascade Financial Services(1 month ago)
About this role
The Investor Reporting Analyst maintains and reconciles investor information across agency and private investor portfolios and supports servicing accounting activities. The role provides reporting that supports bank and general ledger activity, assists with audit requests, and helps ensure loan system accuracy and compliance with investor agreements. The analyst also partners with leadership on process improvement projects to enhance reporting and reconciliation workflows.
Required Skills
- Investor Reporting
- Reconciliation
- Accounting
- Excel
- Communication
- Analysis
- Audits
- Process Improvement
- LoanServ
- Investor Relations
+4 more
Qualifications
- Bachelor Degree in Business, Accounting or Finance
About Cascade Financial Services
cascadeloans.comCascade Financial Services is a lender that specializes in financing for manufactured and mobile homes, focused on making manufactured-home loans simple and accessible. They provide purchase and refinance options, including chattel and real-estate-style loans with competitive rates and flexible terms tailored to the unique needs of manufactured-home buyers. The company emphasizes a streamlined, online-friendly application process and works with dealers, communities, and homeowners to guide loans through underwriting and closing. Cascade positions itself as a customer-focused team with experience handling the title, compliance, and documentation challenges specific to manufactured housing.