Sr. Investor Reporting Analyst

Business Unit
United Wholesale Mortgage


United Wholesale Mortgage is seeking a detail oriented, analytical individual to join our team as a Senior Investor Reporting Analyst. This individual will work with multiple business units to ensure timely handling of all wires, interbank transfers of funds, opening and closing of all divisional bank accounts for UWM.  Responsible for ensuring all accounts are processed in an approved timeline and investor guidelines while minimizing financial losses and risk to UWM, Private Label Servicers and our investors.


This position performs a variety of high volume cash transactions, reconciliations and balancing to ensure operational excellence and ensure accuracy for all financial institutions involved while making sure all regulations and compliance are followed.  Ability to work with more complex accounting and data problems associated with Mortgage Servicing Platforms.


This position requires 100% on-site attendance at our Headquarters in Pontiac, MI.


  • Creating or approve internal bank transfers along with daily outbound wires in accordance with investor and banking guidelines
  • Creating required FNMA, FHLMC and GNMA forms including investor required forms, security forms both internal and external along with investor profiles.
  • Participating in various internal, external and regulatory audits. Ability to provide process overview along with providing requested information timely and professionally in an organized manner.
  • Coordinating the opening of bank accounts at various financial institutions in accordance with investor and bank guidelines, including daily access and automatic transfer of balances.
  • Monitoring all investor bank accounts for compliance of reconciliations and clearing of outstanding items while working with all various levels within financial institutions.
  • Creating the monthly management reports inclusive of accrual reporting, servicing related reporting, general ledger balancing, along with divisional monthly reports.


Must Have Qualifications: 

  • Minimum 2-5 years of mortgage servicing experience in investor accounting
  • 5+ years of accounting or finance experience
  • Bachelor's degree in Accounting, Finance, etc
  • Willingness to work in a fast paced team environment
  • Good verbal and written communication skills with both external and internal customers of all levels
  • Ability to organize, prioritize and manage workload efficiently
  • Excellent analytical and problem solving skills. Expert skills in Microsoft Office, Word, Access and Excel (pivot tables and macros a must)


Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.


It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.


From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.


More reasons you’ll love working here include:

  • Paid Time Off (PTO) after just 30 days
  • Additional parental and maternity leave benefits after 12 months
  • Adoption reimbursement program
  • Paid volunteer hours
  • Paid training and career development
  • Medical, dental, vision and life insurance
  • 401k with employer match
  • Mortgage discount and area business discounts
  • Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
  • Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon 
  • Gourmet cafeteria featuring homemade breakfast and lunch
  • Convenience store featuring healthy grab-and-go snacks
  • In-house Starbucks and Dunkin
  • Indoor/outdoor café with Wi-Fi



All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting “Apply for this job online” you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With UWM!

Not sure what to apply for? Connect with us to speak with a Recruiter and explore opportunities!