Financial Operations Analyst

About the role

Responsible for managing monthly mortgage insurance processes, including premium adjustments and certificate maintenance. Engage with internal and external clients on certificate, billing, and cash receipt matters. Requires an accounts receivable/accounting background and relevant experience. Must be proactive, detail-oriented, and able to work under tight deadlines. Occasional overtime is expected.

Responsibilities

• Research, validate, and process payment adjustments following management guidelines.
• Match cash receipts to outstanding invoices.
• Route certificate maintenance documents to the correct department within Lender Servicing.
• Accurately enter non-electronic or exception payments before month-end or the next billing cycle.
• Use automated procedures for payment data uploads and resolve any upload issues.
• Reduce suspense items by collaborating with customers to resolve and prevent issues.
• Handle email correspondence and manage calls via the cash application phone system.
• Oversee servicer transfers manually or through loan transfer applications.

Qualifications

• Typing speed of 45 WPM or 10,000 keystrokes per hour.
• Proficient in Microsoft Excel, Word, and Access.
• Adaptable to new assignments and changes.
• Customer-focused approach balancing business and customer needs.
• Team player with motivation and support skills.
• Thrives in a fast-paced, diverse environment.
• Provides process improvement insights.
• Strong problem-solving, communication, and organizational skills.
• Collaborative with the ability to influence others.
• Excellence in customer service and operational thinking.
• Capable of working independently.