Mortgage Loan Accounting Operations & Technical Associate


Date: Apr 21, 2021

Location: New York, NY, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.




Description:  A full-time position that provides support for Mortgage Loan reporting, accounting and technical functions within Real Estate Investors, is a division of New York Life Investors, LLC which manages over $60 billion of assets under management.  New York Life Investors, LLC, an integrated asset management enterprise with over $274 billion under management as of December 31, 2020.    Additional responsibilities for real estate assets and partnership accounting are functions within the group that may be rotated into this position upon job growth.


Responsibilities: Perform financial reporting (primarily internal) and accounting for mortgage loan investments.  Role will also be the key technical support liaison to troubleshoot and log system issues, assist to improve processes (i.e. centralize reporting, data management, etc.), work with senior colleagues to pursue best practices to effectively control data and reporting and take the lead for the testing the division’s new and existing system projects and upgrades.


Financial Reporting and Accounting:

  • Prepare reporting assignments and ensure that workpaper referencing support is clearly documented
  • Prepare, gather, analyze, build, organize and/or review reporting for various requests and/or inquiries
  • Service a portfolio of loans.  This includes tasks such as - communication with borrowers/servicers/colleagues, processing transactions, researching payments, preparing/reviewing escrow analysis, full payment statements, amortization schedules and loan payment histories
  • Execute assignments according to company/department’s procedures, controls and systems and incorporate decision making in his/her work related to operational requests
  • Assist with special projects/research work


Technical Skills:

  • Work on system requests (i.e. SQL updates, system issues, etc.) that arise in operations
  • Learn existing reporting sources and develop/improve/track reporting (i.e.  centralize inventory, etc.)
  • Prepare test plans and assist with planning and testing new systems, new system releases and/or reporting enhancements
  • Expect candidate to contribute feedback and work through improvement opportunities (i.e. using systems differently to improve efficiency, enhanced reports, etc), including researching, developing and implementing procedures
  • Provide ad-hoc reporting


Knowledge and Skills:

  • A Bachelor’s Degree concentrated in accounting, business and/or computer science is preferred, but will consider other degrees with SQL server training certification or experience with SQL development and/or report writing
  • High level of proficiency in Excel
  • Detailed knowledge of Microsoft SQL Server technology to create and update SQL Queries
  • Knowledge of Business Objects, Crystal Report Writer, Qlik Sense
  • Knowledge of SS&C’s Precision LM system is a plus
  • Individual must maintain high organizational skills, effective communication skills and be a team player
  • Ideal candidate is self-starter, can work independently, possess good listening skills and willing to learn
  • Accountable for all work contributions and provides informal guidance to others (i.e. status of system issues, etc) to team members as necessary
  • Problem solving skills; expect candidate to solve problems by analyzing and providing possible solutions using education, experience, judgment and precedents


Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by our Foundation. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

Job Requisition ID: 83499




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