Investor Reporting Cover Letter

I would like to submit my application for the investor reporting opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for guidance to various lines of business in regards to the allowance for loan loss and loan classification as well as loan disclosures for reporting purposes.

My experience is an excellent fit for the list of requirements in this job:

• Experience in Change Control, Process Improvement, Innovation, and Automation
• Other experience would include LSAMS, SQL, and Microsoft Excel/Access/Word/PowerPoint
• Bachelor of Science in Accounting, Finance or related field and/or equivalent work experience
• Strong knowledge and proficiency with investor accounting principles and concepts, including debits and credits, cash flow requirements, bank reconciliations
• Work independently in a fast-paced, deadline-driven environment
• Expert level knowledge of GSAs (FHLMC, GNMA, FNMA)
• Intermediate knowledge of Microsoft Word and PDF/Adobe programs
• Big 4 public accounting and real estate experience

I would like to submit my application for the investor reporting opening. Please accept this letter and the attached resume.

Previously, I was responsible for guidance to various groups, primarily within Finance, on the proper accounting for new business transactions - this requires the individual to evaluate the new business transactions and identify applicable accounting guidance.

Please consider my experience and qualifications for this position:

• Previous experience with Financial Analysis, Management Reporting, and Modeling
• Microsoft PowerPoint and Excel (Pivot Tables, V-Look Ups, ) proficient
• Considerable knowledge of structured finance transactions, investments, accounting principals, and loan servicing operations
• Process improvement experience with a bank/financial or mortgage institution is highly preferred
• Knowledge and understanding of the SEC Reporting and supporting components
• Strong Technical Accounting knowledge, CPA preferred
• Someone inquisitive who can get ideas on paper concisely and communicate effectively
• Proficient computer skills using Microsoft Office applications (specifically Excel, Access)

In response to your job posting for investor reporting, I am including this letter and my resume for your review.

Previously, I was responsible for hands-on technical leadership to identify, research, interpret, catalog, and enrich Freedom Financial structured and unstructured data assets to facilitate effective analytics and contribute to the Enterprise Data Platform.

Please consider my qualifications and experience:

• Prior Experience in the Mortgage Servicing Industry with Agency, Whole loan, and Securitizations
• Prior experience on the FiServ Servicing System
• Prior Investor Reporting experience
• Experience with Data Extraction in Monarch Pro
• Working knowledge of databases and other Mortgage Servicing related utilities
• Experience, knowledge and understanding of US GAAP and internal controls
• Strong analytical skills and sound judgment to assess impact on borrowers, investors and company
• Proficiency with computers and related software packages such as Word, Outlook, and Excel

I submit this application to express my sincere interest in the investor reporting position.

Previously, I was responsible for and education and consultation to local finance management teams regarding complex transactions, such as sale-leaseback accounting, off balance sheet transactions, consolidation matters and other technical accounting issues.

Please consider my experience and qualifications for this position:

• Experience with Black Knight MSP software preferred
• Proficient in MS Excel/Word and 10-Key by touch
• Mortgage/escrow experience preferred
• Demonstrated verbal and written communication skills including excellent phone etiquette
• Able to meet deadlines and handle multiple changing priorities
• Possesses a good working knowledge of accounting principles
• Always follows up and follows through
• Able to lift loan files weighing 20 – 30 lbs

I am excited to be applying for the position of investor reporting. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for technological support for financial reporting for the actuals, forecasts and annual operating plan for all finance system applications.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Microsoft SQL, Visual Basic (VBA)
• In-depth knowledge of accounting fundamentals and/or investor reporting requirements is preferred
• Experience with investor reporting preferred
• Knowledge in the area of accounting and reconciling
• Proficiency in Microsoft Office Products, and the MSP Loan Servicing system are preferred
• Ideally CPA
• Interest in working in the Venture Capital Industry
• Experience with EDR preferred