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Nathan Mitchell

@nathanmitchell

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Investor Reporting Analyst at Servbank, N.A. remitting investor funds and clearing exceptions across loan portfolios.

United States

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At Servbank, N.A., I remit calculated funds due to investors, research and clear exceptions, and balance daily P&I accounts for FHLMC and FNMA S/S. I also prepare monthly investor reporting items and audit packages for custodial reviews.

Before becoming an Investor Reporting Analyst, I supported bank reconciliations and servicing transfers, including reconciling about 500 accounts monthly and creating Excel macros to reduce repetitive processes. I also trained five employees across multiple LOBs.

Experience

Work history, roles, and key accomplishments

Current

Investor Reporting Analyst

Current

Servbank, N.A.

Mar 2026 - Present (7 months)

Accurately remit calculated funds due to investors, research and clear exceptions, and perform daily P&I account balancing for FHLMC & FNMA. Complete monthly items such as Servicer Adjustment File, Drop to Draft, Test of Cash, and prepare investor audit packages.

P&I Reconciliations Investor Reporting P&I Balancing FHLMC FNMA Cashbook Adjustments Report Generation Client Communication Training Leadership Adaptability

Investor Reporting Servicing Transfer Analyst

Servbank, N.A.

Aug 2024 - Mar 2026 (1 year 7 months)

Directed streamline loan transfers by providing mapping table data to the boarding team and ensured loan data accuracy using vlookups and pivot tables. Filled out and delivered GSE-required forms for FNMA & FHLMC and verified signature cards.

Loan transfers Tables V Lookups Pivot Tables GSE Forms FNMA FHLMC Compliance Data Accuracy

Investor Accounting Bank Reconciliation Analyst

Servbank, N.A.

Aug 2023 - Aug 2024 (1 year)

Prepared, reviewed, and resolved discrepancies for approximately 500 bank account reconciliations monthly. Created multiple Microsoft Excel macros to eliminate repetitive processes and developed job aids for procedures.

Bank Reconciliation Excel Macros Process Improvement Job Aids Discrepancy resolution

Education

Degrees, certifications, and relevant coursework

Michigan State University

Bachelor of Science, Statistics and Actuarial Science

Grade: 3.83/4.0

Activities and societies: Dean's List

Bachelor of Science in Statistics and Actuarial Science from Michigan State University, graduated in May 2023 with a GPA of 3.83/4.0 and Dean's List recognition.