Real Time Resolutions-posted 13 days ago
Full-time • Entry Level
Hybrid • Dallas, TX
101-250 employees

The Data Services Analyst is responsible for supporting internal data needs across the organization. This includes generating ad hoc reports, managing data scrubs for letter campaigns, maintaining cash flow pipeline reports, onboarding client accounts, and resolving data-related issues in the systems of record. This role plays a key part in enabling accurate, data-driven decision-making and operational efficiency.

  • Develop and maintain the company’s pipeline report to help project cash flow and support financial forecasting
  • Leverage a deep understanding of the company’s business model and database structure to extract data using Microsoft SQL and generate ad hoc reports for senior leadership
  • Perform data mining using Microsoft SQL to support strategic initiatives, including optimizing the effectiveness of letter campaigns
  • Manage data workflows related to outsourced and in-house letter generation, including system letters, compliance letter and campaign letters ensuring accuracy and timeliness
  • Learn and interpret loan terms and conditions—including both mortgage and consumer loans—in order to validate and troubleshoot data across systems
  • Understand the structure and functionality of the company's systems of record to ensure seamless onboarding of new accounts received from clients
  • Identify and resolve data discrepancies or issues across systems by aligning technical data structures with operational needs
  • Manage tasks independently, prioritize effectively, and find solutions without constant oversight
  • Bachelor’s degree or equivalent related work experience required
  • Experience working with Microsoft Office Suite (Word, Excel and Outlook) required
  • Minimum 1 years of experience in Financial Services or related work experience
  • Minimum 1 years of experience in Microsoft SQL server database software
  • Strong foundation in finance principles and practices is essential
  • Strong research, analytical, and problem-solving skills
  • Excellent critical thinking and decision-making abilities
  • Detail-oriented and self-motivated with the ability to manage multiple priorities in a fast-paced environment
  • Professional and articulate communication skills (written and verbal)
  • Must successfully pass a comprehensive background check per client requirements
  • Must be authorized to work permanently in the United States (Sponsorship is not available now or in the future)
  • Some Crystal Report experience is preferred
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