Manage and maintain servicing data in SQL Server, ensuring accuracy, consistency, and readiness for reporting and analysis.
Develop, enhance, and distribute reports using Looker Studio, Excel, and Python, providing insights into servicing portfolio performance and operational metrics.
Support servicing and capital markets teams by producing ad hoc data analyses and custom reports to address specific business questions or trends.
Leverage AI-driven tools and models to enhance data analysis, identify trends, and optimize reporting workflows, enabling more proactive decision-making and uncovering actionable insights across servicing operations.
Provides mortgage servicing and MSR reporting, analytics, and data quality control, addressing ad-hoc analyses and trends related to delinquency, default, loss mitigation, and other servicing activities. Distributes actionable insights to management for informed decision-making.
Collaborate with internal stakeholders to gather reporting requirements and deliver data solutions that meet operational and strategic objectives.
Monitor data quality and integrity within servicing systems, proactively identifying and resolving discrepancies.
Use task management tools to prioritize and track reporting projects, ensuring timely and accurate report delivery to stakeholders.
Facilitate MSR valuation through QRM or other analytical tools, communication with internal stakeholders, and capital market participants, ensuring smooth handling of servicing projects and requests.
Conduct periodic audits of servicing data and reporting processes to ensure compliance with company standards and industry regulations.
Assist with portfolio performance analysis, focusing on delinquency, loss mitigation, and claim processing metrics.
Provide ongoing support to servicing operations by creating automated reporting processes and dashboards to improve data accessibility and insights.
Perform additional duties as assigned to support the data and reporting functions within the department.
What You Need:
5+ years of servicing experience required.
Bachelors degree in finance, business, or a related field required.
Experience with mortgage servicing software systems preferred.
Has knowledge of Agency and Government loan products, programs and investor requirements.
Proficiency in Microsoft Excel and other data management tools.
Ability to multitask and prioritize workload in a fast-paced environment.
Strong verbal and written communication and grammar skills.
Ability to successfully organize, prioritize, and manage multiple responsibilities.