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Jobs · Finance · Texas

Loan Servicing Reporting Specialist

BOK Financial · Dallas, TX · 2 days ago
On-siteFinanceFull-time

Req ID: 78343 | Location: Dallas -DAL, Tulsa -TUL Areas of Interest: Bank Operations; Business/Technical Analysis; Data; Enterprise Data; Loan Operations; Mortgage Banking; Mortgage Operations; Mortgage Servicing

About the role

Working for us you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Responsibilities

  • Initiate and/or design all reporting functions for Loan Servicing including BlackKnight MSP data, Escrow, Investor Accounting, Cash, and Default Mortgage loans.
  • Ensure Loan Servicing leadership has operational, trending/risk, aging, and benchmarking reporting from the appropriate data source.
  • Ensure compliance with periodic OCC reporting requirements from BKFS and periodic review of Synergy reports with Loan Servicing leadership to ensure proper usage or elimination.
  • Create and maintain Low to Medium-complexity reporting and analytics for Mortgage Loan Servicing.
  • Act as a liaison for servicing line of business to ensure business requirements are understood, reports are accurate and timely and other solutions developed adequately meet the business needs.
  • Contribute to the monthly reporting for Loan Servicing, as well as various ad-hoc reporting needs.
  • Ensure Loan Servicing requests are being met in a timely manner.
  • Stay up-to-date on all Power BI, SQL, Excel and any other tools used to manage data or generate reports.
  • Partner with other senior level peers as an owner of content in the monthly key performance index deck.
  • Coordinate efforts to maintain, update and gather data/reports included in the document.
  • Assist with special projects as needed.

Requirements

  • Bachelor’s Degree with 1–3 years of related experience or 5–7 years of related mortgage banking work experience.
  • Strong people-skills with ability to maintain relationships between the Line of Business and Ops Support Group.
  • Intermediate analytical and problem-solving skills.
  • Detail-oriented and precise.
  • Ability to identify best practices and proliferate knowledge across the team.
  • Growing interpersonal skills including verbal and written communication skills; as well as organizational skills.
  • Familiar with mortgage banking and investor guidelines; FHA, VA, FHLMC, FNMA, GNMA.
  • In-depth knowledge of BOKF servicing policies and procedures.
  • Intermediate PC and software skills including spreadsheets, statistical tools, word processing and report writers.
  • Proficient skills for medium-complexity data analysis and reporting in: SQL, Power BI, Excel, VBA Macros and the BlackKnight (MSP) system.

Team Culture

All team members have a stake in the game and are encouraged to share their ideas on creating efficiencies and ways to impact our bottom line. Our camaraderie, shared decision making, and mutual respect for one another are the glue that keeps us together. We are proud of the company’s contributions to the organizations we serve. As a team we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes.

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