Senior Data Analyst - Loan Boarding
About the Role
As the Sr Data Analyst of Loan Boarding, you will ensure all daily boarding tasks are completed accurately and timely. You will identify opportunities to streamline departmental processes, update loan boarding policies and procedures as needed, and assume the role of team leader when required. This includes training policies and procedures to the Loan Boarding team and new team members.
Responsibilities
- Identify opportunities for process improvement and develop best practices.
- Update departmental procedures and Quick Reference Guides (QRGs) in a timely manner.
- Act as team lead as needed, including training teammates and new team members.
- Perform weekly audits of the loan boarding process to ensure audit compliance.
- Serve as backup for the AVP of Loan Boarding for daily boarding processes and tasks.
- 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.
- Perform QA controls to ensure the basic loan process is followed and documented accurately.
- Maintain thorough knowledge of all Loan Boarding processes.
Requirements
- 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 the ability to effectively interface with external clients and internal business partners.
Qualifications (Desired)
- Intermediate to advanced experience in Microsoft SharePoint.
- At least 1-2 years of experience with MSP.
Physical Demands and Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Regularly required to talk or hear.
- Required to sit for extended periods of time and occasionally stand and walk.
- Must regularly use hands to finger, handle, or feel objects and regularly reach with hands and arms.
- May occasionally climb or balance, and stoop, kneel, crouch, or crawl.
- Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
- Specific vision abilities required include close vision, distance vision, color vision, and ability to adjust focus.
- The noise level in the work environment is usually quiet to moderate, with no extreme conditions present.
About the Company
RoundPoint Mortgage Servicing LLC is a fully integrated, non-bank mortgage company with a subservicing portfolio of approximately 900,000 loans. In 2023, RoundPoint was acquired by Two Harbors Investment Corp. (NYSE: TWO), reaffirming its commitment to MSR as core and essential to its business strategy and future. The combined entity capitalizes on the strengths of both companies, adding significant value for stakeholders through operational and cost efficiencies, as well as the ability to participate more fully in the mortgage finance space as opportunities arise.
Founded in 2009, Two Harbors has grown into a leading publicly traded residential mortgage real estate investment trust (mortgage REIT). The company leverages its core competencies of understanding and managing interest rate and prepayment risk to invest in Agency residential mortgage-backed securities (RMBS) and mortgage servicing rights (MSR) portfolio, with the objective of delivering attractive risk-adjusted returns to stockholders.
Location: Fort Mill, SC or Coppell, TX. This is a regular, full-time position with no travel required.