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Mortgage Investor Services Loan Accounting Analyst

Company: First United Bank & Trust Co
Location: Plano
Posted on: June 7, 2021

Job Description:

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position

Job Title

Mortgage Investor Services Loan Accounting Analyst

Job Description


This position is primarily responsible for ensuring accurate records pertaining to: lien releases, custodial document management, partial releases, investor loan status reporting and invoice processing. The position is also responsible for maintaining an effective working relationship with internal customers in secondary marketing and post-closing while overseeing the relationship with the bank's document custody vendor. The position will support other investor reporting responsibilities such as transacting loan sales, modification and recast booking, daily funding and clearing GL outages.


Review payoff activity to produce and record lien releases and coordinate the proper execution of documentation to retrieve original collateral documents from the Custodian Perform quarterly reconciliation of servicing portfolio records to the collateral held by the Custodian Perform tasks to oversee the partial release requests including investor approval, document preparation and recording Perform loan maintenance within MSP to ensure accurate servicing and reporting of default, reinstatement and paid in full transactions to investors and insurers Process servicing loan accounting transactions including but not limited to: reclassifications, payment of investor and insurer invoices and vendor invoices Assist in the gathering of documentation to fulfill internal and external audit requests Participate in completion of various investor services related projects as assigned Provide back-up to investor reporting and accounting as needed


  • Performs other duties as requested by manager
  • Provide exceptional servicing support to customers and loan officers
  • Adherence to all First United Policies and Procedures
  • Other miscellaneous duties as assigned


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

  • High School diploma or GED required, college degree preferred
  • Loan servicing required preferably in the areas of: paid in full maintenance, document custody and investor reporting
  • Investor reporting and accounting experience preferred
  • MSP experience required and AS400 experience preferred

Technical/Functional Competencies

  • Proficiency in Microsoft Office, specifically Excel is required
  • Exceptional interpersonal communication skills.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Plano Mortgage

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at for assistance.

First United Bank is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Keywords: First United Bank & Trust Co, Plano , Mortgage Investor Services Loan Accounting Analyst, Other , Plano, Texas

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