Cash Operations Analyst

CrossCountry Mortgage, LLC • Fort Mill, SC

7d

About The Position

The Cash Operations Analyst supports RoundPoint Mortgage Servicing LLC and the Cash and Investor Reporting department. The role covers transaction processing, exception analysis to ensure account-record accuracy, process improvement, account- and process-level root cause analysis, and oversight of vendor payment channels and processes to support adherence to regulatory guidelines. The analyst works with teams across the organization to ensure business processes are compatible and helps establish team culture, tools, and processes while continually improving the operating platform.

Requirements

• Bachelor of Arts/Bachelor of Science degree or 3–5 years of experience in accounting or a related financial services field.
• Advanced proficiency in Microsoft Excel.
• Intermediate proficiency in Microsoft Office.
• Ability to quickly learn new systems and business processes.
• Proven data, research, and problem-solving skills, including the ability to synthesize information and communicate insights effectively.
• Excellent prioritization and time-management skills.
• Exceptional organizational skills, attention to detail, and ability to track both high-level progress and small details.
• Excellent communication and customer service skills.
• Ability to manage change and navigate company structure.
• Desire to perform operational, analytical, and governance-related activities.
• Motivation to take on additional work with limited direction.
• Ability to comprehend servicing regulations, investor guidelines, and other applicable agreements.
• Team-oriented mindset and ability to thrive in a collaborative environment that challenges the status quo and celebrates change.

Responsibilities

• Resolve account- and portfolio-level issues, keeping exception volume and aging within service-level agreements, guidelines, and risk tolerances.
• Ensure systems are configured to support loan-servicing operations and the needs of clients, business partners, and investors.
• Use available technologies to process transactions accurately and efficiently.
• Analyze transactional data to identify differences between actual and expected results.
• Conduct account- and process-level analysis using knowledge of mortgage servicing to support process improvement initiatives.
• Monitor automated business processes involving an average of more than 5,000 transactions daily and affecting borrower credit, portfolio metrics, and regulatory requirements.
• Isolate, model, and replicate complex issues using available tools to understand, present, and resolve them.
• Collaborate with vendors and other business units to integrate internal and external processes.
• Build relationships with investors, clients, and internal customers by serving as a point of contact for deliverables, questions, and issues.
• Provide management with qualitative insights into trends, exceptions, and process deficiencies, and assist with enhancements and new controls.
• Assist with special projects and other duties assigned to meet department goals and objectives.
• Maintain professional and technical knowledge through educational workshops or classes and internal training and development, including training to meet RPMS compliance requirements.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Company-provided short-term disability.
• Employee assistance program.
• Wellness program.
• Competitive compensation plan.

What This Job Offers

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