Sr. Loan Boarding Data Analyst

The Sr Data Analyst of Loan Boarding is responsible for ensuring accurate and timely completion of daily boarding tasks. They identify opportunities for process improvement, update loan boarding policies and procedures, and provide training to the Loan Boarding team. The analyst performs quality assurance controls, maintains knowledge of loan boarding processes, and supports new flow sellers/clients. Strong analytical skills, attention to detail, and proficiency in Excel and ETL languages are required. The role offers the opportunity to work in a positive and rewarding environment, with a focus on personal and professional growth.

• Ensure all daily boarding tasks are completed accurately and timely
• Identify opportunities to streamline departmental processes and update loan boarding policies and procedures
• Assume the role of team leader as needed, including training policies and procedures to the Loan Boarding team and new team members
• Perform QA controls to ensure basic loan process is followed and documented accurately
• Maintain thorough knowledge of all Loan Boarding processes
• Identify opportunities for process improvement and develop best practices
• Update departmental procedures and QRGs timely
• Take on the role of team lead as needed, including training teammates and new team members
• Perform weekly audits of loan boarding process to ensure audit compliance
• Perform as backup for AVP of Loan Boarding for daily boarding processes and/or tasks as needed
• Review and analyze boarding tape needs for potential new flow sellers
• Facilitate mapping calls with new flow sellers/clients
• Manage milestone timelines of all new mapping projects
• Support the mapping of new flow/bulk projects as needed
• Support daily boarding tasks as needed

• Bachelor's Degree
• At least 4-5 years of related mortgage servicing experience
• At least 3-4 years of related Loan Boarding experience
• Keen analytic skills with a strong attention to detail and accuracy
• Experience and confidence in communicating with external parties and management
• Intermediate to advanced skills in Excel
• Strong time management skills working autonomously
• Strong skills in various ETL languages (e.g. SQL or VBA)
• Excellent verbal and written communication skills, with ability to effectively interface with external clients and internal business partners
• Intermediate to advance experience in Microsoft SharePoint
• At least 1-2 years of experience with MSP

• Opportunities for process improvement and developing best practices
• Training and leadership opportunities as a team leader
• Quality control and audit compliance responsibilities
• Support for mapping new flow sellers/clients
• Milestone timeline management for new mapping projects
• Support for daily boarding tasks
• Keen analytic skills and attention to detail
• Communication with external parties and management
• Intermediate to advanced skills in Excel
• Strong time management skills
• Strong skills in various ETL languages (e.g. SQL or VBA)
• Excellent verbal and written communication skills
• Opportunity for intermediate to advance experience in Microsoft SharePoint
• Opportunity for experience with MSP
• Rewarding hard work and wins
• Positive work culture that encourages personal and professional growth
• Empowerment to innovate and provide meaningful solutions
• Goal-setting and achievement
• Community involvement and giving back