Sr Advance & Expense Management Analyst (On-site)

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

Primary Function

The Sr Advance & Expense Management Analyst plays a critical role in overseeing the company’s expenses and advances, ensuring alignment with budgetary and financial objectives. Key responsibilities include tracking, reconciling, and reporting on expenses, ensuring compliance with Generally Accepted Accounting Principles (GAAP), and maintaining accurate financial records. Additionally, the Senior Analyst is tasked with preparing and reviewing financial reports, analyzing account balances, and resolving discrepancies to support the company’s financial integrity. The role of a Sr Advance & Expense Management Analyst will be expected not only to excel in managing the company’s finances but also to serve as a mentor and leader for junior analysts. The Sr Advance & Expense Management Analyst will also be expected to be a subject matter expert (SME) and be a go-to resource for complex issues, with the ability to solve problems with minimal supervision.

Principal Duties:

• Review and analyze financial statements to identify potential company risks and propose cost saving strategies to senior leadership.
• Identify and mitigate risks related to expense management by implementing appropriate controls and safeguards.
• Lead initiatives to improve the efficiency and effectiveness of expense management processes, including the use of technology and automation.
• Prepare detailed reports and presentations for senior management, providing insights and recommendations based on data analysis.
• Lead and mentor a team of junior expense management analysts by fostering a culture of continuous improvement and professional development.
• Maintain the accuracy and integrity of the company's general ledger to the servicing system.
• Coordinate with the different business units and monitor advance activity to prevent ageing advances.
• Manage the Freddie Advance Management Program (AMP) advance process for monthly reimbursement and transfer of advances.
• Performs related duties as assigned by management.

*These essential functions are fundamental to the role, and must be performed on-site, as they cannot physically be performed remotely. In addition, the Company has determined that an in-person presence is important to critical components of our work, including oversight, training, collaboration, and productivity. Items not marked (*) as essential on-site may still require partial on-site work to perform the role satisfactorily.

Education and Experience

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 5+ years’ corporate finance experience.
• 5+ years Mortgage Servicing experience.

Knowledge, Skills, and Abilities

• Strong analytical and problem-solving skills, with the ability to interpret complex data and make data-driven decisions.
• Excellent communication and interpersonal skills, with the ability to interact effectively with all levels of the organization.
• Excellent time management skills to complete multiple deadlines with minimal supervision.
• Experience with Structured Query Language (SQL).
• Proficient knowledge of Microsoft Outlook, Word, and Excel.

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave

• Pet insurance

• Adoption Assistance

• Tuition reimbursement

• Employee Loan Program

• The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

Newrez NOW:

• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more

• 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice

• Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

• Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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