Investor Relations Analyst

The Investor Relations Analyst is responsible for supporting the Product Team by managing new investor applications, annual investor renewals, and ongoing investor relationship coordination. This role serves as a general point of contact for investor-related questions and escalations, identifies ways investors can be more competitive, and supports the vetting and presentation of new investor opportunities to senior management.

Responsibilities

Complete all new investor applications, including gathering required documentation, tracking submission status, and ensuring application requirements are met; Manage annual investor renewal requirements, including completing renewal packages, coordinating internal responses, and maintaining timely communication with investors; Serve as a general point of contact for investor partners, assisting with escalations, information requests, and ongoing relationship support; Identify opportunities for investors to become more competitive, including enhancements to product guidelines, pricing, or process flow that may benefit the organization; Compare prospective investors based on product coverage, pricing, execution, service levels, and strategic fit; Prepare investor vetting documentation and research for the VP of Product Development to present to senior management; Maintain broad working knowledge of the organization's mortgage product offerings and support the review, analysis, and ongoing maintenance of product-related materials to ensure accuracy, consistency, and alignment with current investor guidelines and business requirements

Requirements

High School Diploma; Solid understanding of the mortgage lending process and the role various departments play throughout the loan lifecycle; Excellent organizational skills with the ability to manage documentation, deadlines, and multiple investor requests simultaneously; Excellent interpersonal skills, including effective verbal and written communication with internal teams and external investor partners

Nice to have

Bachelor's Degree; A minimum of 3 years' experience in the mortgage banking industry; Working knowledge of Comergence or other investor application and renewal systems

Benefits

Competitive compensation plan for eligible employees; Medical, dental, and vision benefits; 401K; Company-provided short-term disability; Employee assistance program; Wellness program