Contract Servicer Balancing Analyst I - Hybrid - Highlands Ranch, CO

Rocket Mortgage•Highlands Ranch, CO

6d•Hybrid

About The Position

The Contract Servicer Balancing Analyst I reconciles complex reports from primary servicers under strict deadlines and according to Servicing Agreements and departmental policy. The role manages relationships with assigned counterparties, researches servicer reporting and cash settlement issues, and corrects servicing errors or discrepancies so accurate information is provided to trusts and investors. The analyst serves as a point of contact for escalated servicer issues, guides servicers on resolving issues, and liaises between investors and servicers regarding monthly reporting. The position also ensures timely reporting and remittance, tracks and clears cash receipts, discrepancies, and billings, and prepares wires for distribution to servicers. The analyst may contribute to projects, mentor new balancers, maintain assigned procedures, support other departments, and perform related ad hoc work. The role operates under close supervision and is an early-career professional position. It is hybrid, with time split between the office and remote work, and is based in Highlands Ranch, Colorado. The posting is open until October 31, 2026. Compensation is $24; the position may also be eligible for an annual bonus, incentives, and employment-related benefits.

Requirements

High school diploma or state-accepted equivalency is required, with equivalent experience.
Bachelor's degree is preferred.
Typically does not require previous professional-level work experience.
Proficiency with Microsoft Office, particularly Word, Excel, and PowerPoint.
Clear and professional verbal and written communication skills, including presenting accurate information to varied audiences.
Ability to work autonomously on assigned work while operating under close supervision.
Ability to build and manage relationships with team members, managers, customers, and counterparties.
Ability to manage time, priorities, and resources to achieve goals.
Ability to meet strict deadlines and established reporting and remittance timeframes.

Nice To Haves

Mortgage and financial services experience.
Exposure to mortgage-specific software.
Accurate reporting experience and introductory exposure to data analytics.
Bachelor's degree.

Responsibilities

Reconcile complex reports from primary servicers in accordance with Servicing Agreements and departmental policy.
Manage relationships with assigned counterparties for all reports assigned.
Research difficult issues involving servicer reporting, cash settlement, and servicer inquiries.
Research and correct servicing errors or discrepancies within established timeframes and ensure accurate information is sent to the trust and investors.
Serve as a point of contact for escalated servicer issues.
Direct servicers according to servicing requirements and instruct them on resolving issues.
Act as liaison between investors and servicers to answer questions about monthly reporting.
Maintain and update assigned policies and procedures based on current industry requirements.
Ensure assigned primary servicers report and remit within the timeframes established in their Servicing Agreements.
Identify and clear cash receipts, servicer discrepancies, and servicer billings within established timeframes.
Prepare wires for distribution to servicers based on monthly reporting requirements.
Participate in projects, interface with servicers, mentor new balancers, and assist other departments as needed.
Contribute reliably to the team and help team members perform effectively.
Perform other related duties or ad hoc projects within the scope of responsibilities.