Analyst, Mortgage Servicing Rights Valuation & Analytics
About The Position
This role is responsible for managing, processing, and validating mortgage servicing data that supports the firm’s MSR pricing and analytics framework. This position plays a critical part in ensuring data integrity across the valuation process by maintaining close communication with clients, resolving data issues, and clearly explaining methodologies and assumptions. This role will contribute to the implementation of strategic initiatives, new systems, and enhanced data workflows. The ideal candidate brings a strong analytical foundation, and proficiency in SQL, Excel, Alteryx, and data pipeline concepts, and ideally experience in a financial services or mortgage background.
Requirements
- Bachelor’s Degree in Business or Finance, or related field or combination of education and experience
- Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
- Zero to three years of relevant experience in a data or analytics role
- Proficiency in SQL and Excel required
- Knowledge of relational databases and data warehousing concepts
- Familiarity with ETL processes and data pipeline management
- Strong problem-solving skills and ability to work with large and varied datasets
Nice To Haves
- Alteryx or similar ETL software experience strongly preferred
- Experience in financial services or mortgage industry preferred
Responsibilities
- Manage, process and validate mortgage servicing data as part of the overall MSR pricing process
- Interfaces with clients and/or related stakeholders to explain methodologies and resolve data issues
- Responsible for ensuring accuracy of data via client communication
- Works with leadership to develop and implement strategic initiatives and new systems
- Build and support data visualization and reporting tools
- Support data automation efforts to improve processing efficiency
- Maintain client relationships and communication with a high standard of client service
- Manage client workload to ensure timely delivery of reporting
- Assist in ad hoc data processing and analytics projects to support sales and transaction team.
- Collaborate with valuation team as part of the MSR pricing process
- Other activities may be assigned by your manager
Benefits
- PTO
- paid holidays
- medical
- dental
- vision
- life insurance
- disability insurance
- 401K
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
