2026 Summer Internship - Investor Reporting

FAST TRACK, Future Achievers Shaping Tomorrow Through Real-world Applied Career Knowledge, our summer internship program is 10 weeks long. The program provides rising seniors the opportunity for professional development by building relationships, gaining corporate experience, learning about our industry, and preparing students with the experience needed to have a rewarding career at our organization. The ideal candidate can see the big picture in any situation, has an entrepreneurial and process improvement mindset and can handle any situation with composure and empathy. We’re looking for assertive, well-spoken, and compassionate students who are dependable, service-minded, and results-oriented.

The Investor Reporting Intern will fully immerse in the day-to-day activities of our Servicing team who are responsible for the financial aspects of mortgage banking, including but not limited to cash posting and cash movement.

Primary Responsibilities

• Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience required for promotion to a management position. These duties will involve decisioning in real world account management scenarios.
• Performs business analyses and provides recommendations to leadership for business and process changes
• Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices
• Observes experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties.
• Help champion the Process Improvement discipline within the organization and implement the steps and tools necessary to successfully complete projects.
• Will be required to attend company sponsored training classes and attain certain certifications.
• Performs related duties as assigned by supervisor.

Education and Experience Requirements  

• Currently pursuing a four-year college degree with a scheduled graduation date between Fall 2026 and Spring of 2027.
• Degree in Finance, Accounting or Mathematics preferred.

Knowledge, Skill, and Ability Requirements 

• Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
• Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership.
• Excellent written and verbal communication skills
• Proficiency in quantitative analysis
• Ability to adapt
• Willingness to learn
• An entrepreneurial business mindset.
• Strong business communication skills with an ability to work well in a collaborative environment.
• Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
• Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.).
• Experience with PowerPoint and Visio a plus.