VP, Servicing Reporting & Automation

Gateway First Bank•Jenks, OK

12h

About The Position

The VP, Servicing Reporting & Automation supports executive leadership's reporting needs through executive dashboards, KPI reporting, daily production reporting, and ad hoc data analysis. The role serves as the subject matter expert for the Servicing platform, helping ensure system reliability, accuracy, and optimal performance. It partners with platform vendors to resolve issues, coordinate testing and deployments, and communicate system performance and risks to leadership. The position also supports Servicing Operations through data analysis, process improvement, and automation initiatives intended to improve operational efficiency and scalability. The role requires working with highly sensitive or confidential information. Essential functions and qualifications describe the general nature and level of work and are not an exhaustive list; tasks may vary, and management may direct major changes in responsibilities.

Requirements

Advanced knowledge of servicing policies, procedures, and best practices, as well as MSP and FIS products.
Knowledge of Service Bureau and website configuration, their effects on customer workflows and services, integration partners, and product roadmaps.
Expertise demonstrating MSP and FIS navigation, workflows, items/imaging, reports, vendor integrations, and data-check performance.
Proficiency with Microsoft tools and report writing using SSMS/SSRS.
Excellent analytical, management, communication, and interpersonal skills.
Ability to understand leadership objectives and strategic business needs and work toward those goals.
Ability to articulate technology best practices, self-organize, manage simultaneous deliveries, supervise team members, and provide coaching and growth support.
Exemplify the Gateway Values: Growth Oriented, Make a Difference, a “Get it Done” Attitude, Team Player, and Do the Right Thing.
Bachelor’s degree in business, finance, MIS, or a related field, or equivalent years of work experience.
At least 10 years of mortgage loan servicing experience or equivalent financial industry experience.
Experience using SharePoint, SQL, CRM, MS Word, and case management practices.

Nice To Haves

MSP and FIS software administration experience.
Project management and LoanServ automation experience.
Experience implementing enterprise software solutions for the mortgage industry.

Responsibilities

Gather reporting requirements, develop SQL code, coordinate with IT to deploy automated solutions, and support Servicing Operations in developing control reports.
Create exception-based reports to monitor and communicate servicing performance, using report automation and tools such as SQL Server Management Studio, Power BI, Snowflake, and SQL Server Reporting Services.
Ensure servicing requirements are accurately documented based on reviews of servicing cases, documentation, and client and employee feedback.
Facilitate servicing scoping calls and manage critical-path objectives to support professional delivery of technology projects.
Manage and delegate department tasks and projects to meet servicing department needs within reasonable timelines.
Partner with servicing leadership to complete department projects without major disruption or failure of core functions.
Manage servicing platform code releases, ensuring continuity of data, and provide input to the system provider on consulting, training, and system enhancements.
Monitor KPI development and timely monthly report delivery, and improve team efficiency through automation.
Develop scripting methods and a script library to support the reporting team and Servicing Management.
Create Business Requirement Documents (BRDs) and Product Replacement Documents (PRDs) for assigned custom development requests, smaller development projects, and system configuration engagements.
Participate in hiring, promotion, and review processes; manage and improve support staff performance; and mentor, cross-train, coach, and develop the team.
Remain alert to possible suspicious activity, money laundering, or fraud and report incidents to the BSA department.
Perform job functions in compliance with company policies and applicable federal, state, and local laws and regulations, including BSA/AML, OFAC, and GLBA/privacy rules.
Perform related responsibilities as required or assigned.