• Job Description

  Req#: INVES002925

  We're searching for some really great people who enjoy customers as much as we do.

  Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.

  Check out our rating at: Working at Evergreen Home Loans | Great Place To Work®

  Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time.

  Learn more about us on our website here.

  Discover what’s possible with Evergreen.

  We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

  The Investor Accounting Manager is responsible for remitting and reporting loan level transactions to each of the investors (GNMA, FNMA, FHLMC) and insuring agencies (VA, FHA, USDA) based on specific due dates. This role is also responsible for establishing P&I and T&I custodial accounts for each investor and reconciling these accounts on a monthly basis. This position works closely with the Accounting team to set up a GL interface to the appropriate accounts.

  Essential Duties and Responsibilities:

  • Performs analysis of exception reports in order to identify trends and process improvements.
  • Strictly adheres to the Agency and Private Investor Servicing Agreements, Regulation AB, USAP and other guidelines for timely and accurate reporting, remitting, and reconciling.
  • Ensures the reconciliations or reporting of accounts for either Agency, Private Securities, or Clearing Accounts, including Test of Expected P&I are completed accurately and timely.
  • Timely and accurately prepares and delivers investor reporting for complex Agency or Private investors.
  • Prepares remittances to investors along with related cash management functions.
  • Ensures reconciling items are cleared within 90 days from the point of identification or earlier based on investor guidelines, through internal wires, escalations or investor adjustments.
  • Reviews and approves wires and GL entries as needed to remit or clear aged items timely and accurately.
  • Conduct root cause analysis of issues on the most complex scheduled/scheduled or scheduled/actual reconciliations and test of expected cash outages.
  • Provides recommendations to resolve within the Bank Recon area and for those up-stream processes that negatively impact Bank Recon.
  • Updates Policies and procedures as required.
  • Review and approve reconciliations completed by Investor Accounting Analysts.
  • Performs pre and post acquisitions boarding and reconciliation functions related to Principal and Advance balances, to include updating system balances, validating boarding/release balances to the trial balance, and reconciling any variances.
  • Performs detailed loan level analysis of loan exceptions, using Excel and various workflow and servicing systems Special projects as assigned.
  • Collaborates with internal and external auditors, as required, in their research of records.
  • Distributes day-to-day work assignments to investor accounting staff.
  • Mentors, trains, and directs activities of staff.
  • Performs quality control review as needed in Investor Accounting Department
  • Other duties as assigned.

  Performance Expectations:

  • Perform all actions in accordance with the Mission, Vision, and Convictions of EHL.
  • Manage the department to meet or exceed department productivity, production and/or financial metrics.
  • Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication, and/or in person.
  • Set clear expectations for associates and support their personal and professional growth through one-on-one meetings held on a semi-monthly or more frequent basis and annual performance reviews with all direct reports.
  • Address performance issues in a timely manner and document incidents.
  • Anticipate staffing issues, plan for staffing changes in advance, and complete recruiting activities monthly for branches, or as needed for departments in order to hire high quality associates to fully staff the team.
  • Host regular and timely communication with associates.
  • Understand the responsibilities of production and operations and act as a liaison between functions to develop collaborative team relationships so that loans close on time, and as promised.
  • Maintain basic knowledge of Evergreen’s HR, Onboarding, Payroll, and Accounting policies and systems and proactively consult applicable department when dealing with issues.
  • Exude a positive attitude, mentor associates, set a good example (this includes appropriate dress and demeanor).
  • Perform all actions in accordance with the policies and procedures of the company.
  • Have knowledge about Evergreen’s mortgage processes and products in order to answer questions and support staff.

  Specific Skills/ Knowledge/ Abilities Required for Position:

  • Minimum of 5 years of experience in Investor Accounting
  • Minimum of 1 year of management/supervisory experience
  • Experience with Black Knight MSP preferred
  • Knowledge of loan servicing practices
  • Intermediate Microsoft Office Skills. Advanced excel skills, preferred. must know lookup functions, pivot tables, how to manipulate and validate large sets of data.
  • Knowledge of state and federal laws and regulations applicable to mortgage and consumer lending
  • Knowledge of bank reconciliations process
  • Knowledge of general ledger accounting
  • Demonstrated ability to read, interpret and analyze accounts and records of a complex, detailed, and recurring nature
  • Supervisory skills with the ability to motivate, mentor, train, coach, evaluate performance, and lead a staff in a fast-paced environment
  • Considerable knowledge of and ability to use automated accounting systems; ability to use personal computers, peripherals, business software, and applications specific to organizational needs
  • Must be comfortable working in a start-up dynamic environment
  • Ability to work independently and minimal direction and to meet deadlines
  • Ability to communicate effectively both in writing and orally, in person and by telephone, with all levels of the organization and with external customers
  • Demonstrated ability to provide excellent customer service
  • Ability to maintain strict confidentiality

  Physical Requirements:

  • Requires all forms of dexterity and mobility throughout the shift, which may include extended periods of sitting and/or standing. Occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
  • Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
  • Ability to work in a fast-paced, occasionally noisy environment.
  • May be required to drive for business purposes and if so, must hold a driver’s license in good standing and maintain personal auto insurance in compliance with EHL’s Auto Insurance policy.

  Compensation:

  The base salary range for this position is $51,700.00 to $100,300.00 annually depending on a number of factors including location and experience.

  Benefits and Perks:

  Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen. Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen’s 401(k) plan. Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.

  Evergreen is an equal opportunity employer and E-Verify employer.www.Evergreenhomeloans.com

  Equal Housing Lender

  ©2025 Evergreen Moneysource Mortgage Company® dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit www.nmlsconsumeraccess.org.

  Equal Opportunity Employer
  This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• About the company

  Headquartered in Bellevue, Washington, Evergreen Home Loans is a full-service direct lender with regional offices throughout the Western United States. For three decades, Evergreen has served local neighborhoods with affordable home loan products while...

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