Branch Operations Analyst - Analyst

Deutsche Bank • Santa Ana, CA

20h • $54,000 - $83,500 • Hybrid

About The Position

As a Branch Operations Analyst within Document Custody Operations, you will play a critical role in safeguarding mortgage collateral assets, maintaining operational controls, and supporting the delivery of high-quality custody services to internal stakeholders, clients, investors, and regulatory agencies. You will serve as a trusted operational resource responsible for ensuring activities are executed accurately, in compliance with established procedures, and in alignment with risk management and audit expectations, while developing subject matter expertise in one or more areas of Document Custody Operations. In this capacity, you will provide guidance, oversight, and support for complex transactions, process improvements, and operational initiatives, directly contributing to operational excellence, regulatory compliance, client satisfaction, and the protection of the Bank’s reputation. This role offers exposure to a broad range of custody functions, including document intake and certification, collateral file maintenance, imaging and records management, authorized signer validation, release and transfer processing, investor reporting support, exception management, quality control reviews, audit preparation, and client-facing operational activities. You will analyze and resolve operational issues, perform detailed research, validate documentation against established requirements, coordinate with business partners and vendors, help ensure work is completed accurately and within service level expectations, and, as you gain experience, support peers through training, process improvements, operational governance, and risk management activities that strengthen the overall control environment.

Requirements

• Bachelor's degree in Business Administration, Finance, Operations Management, or a related field; or equivalent combination of education and relevant work experience
• Relevant experience in operations, loan servicing, document custody, collateral management, banking operations, financial services, records management, or a related operational environment
• Demonstrated experience reviewing documentation, conducting research, and applying established procedures, controls, or compliance requirements
• Experience using business applications, workflow systems, document management platforms, and Microsoft Office products, including Excel, Word, Outlook, and Teams
• Proven ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy in a deadline-driven environment

Nice To Haves

• Excellent written and verbal communication skills with the ability to effectively interact with clients, business partners, auditors, vendors, and leadership
• Strong analytical and problem-solving capabilities with the ability to identify root causes and recommend practical solutions
• Self-motivated, self-starter mindset with the ability to work independently while contributing positively to a team environment
• Professional curiosity and a desire to continuously learn new operational processes, regulations, technologies, and business functions
• Industry-related experience, certifications, advanced education, or specialized training in mortgage operations, banking, compliance, risk management, quality assurance, project management, or operational excellence

Responsibilities

• Perform operational activities supporting Document Custody functions, ensuring transactions, records, and documentation are processed accurately, timely, and in compliance with established policies, procedures, investor requirements, and regulatory expectations
• Research, analyze, and resolve routine to moderately complex operational issues, exceptions, and customer requests while maintaining complete and audit-defensible documentation of all actions taken
• Serve as a control point within the operation by validating documentation, approvals, authorities, and supporting records to ensure adherence to custody, risk, and compliance requirements
• Support operational governance activities including audits, quality reviews, internal controls monitoring, risk assessments, corrective action validation, and process improvement initiatives
• Develop subject matter expertise within assigned operational functions and provide guidance, training, and knowledge-sharing support to teammates, business partners, and stakeholders
• Provide day-to-day oversight and coordination of contractor resources by supporting onboarding, training, productivity monitoring, quality expectations, workflow allocation, and adherence to operational standards and procedures

Benefits

• A hybrid working model, allowing for in-office / work from home flexibility
• generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits
• retirement savings plans
• parental leave
• family building benefits
• Educational resources
• matching gift and volunteer programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level