Year End Analyst

About the role

The Year End Analyst will research and manage changes to year-end reporting guidelines. This role involves reviewing exceptions, partnering with other business units to map reporting triggers, create controls, clear exceptions, and ensure accurate reporting. The analyst will drive process improvement to eliminate manual intervention and extensive loan-level reviews while maintaining the integrity of delinquency reporting data. The role ensures the IRS, states, and customers receive accurate and timely tax reporting information. As a subject matter expert, the analyst makes critical reporting decisions without direct oversight and manages daily, weekly, and monthly work that drives tax reporting through various communication methods.

Responsibilities

• Manage timely and accurate reporting to customers, the IRS, and states in accordance with their guidelines.
• Partner with other business units to ensure the accuracy of information reported to customers, the IRS, and states.
• Establish and foster a positive, collaborative, and respectful work culture to drive long-term operational sustainability.
• Work with management to develop and implement new or revised processes, controls, and guidelines.
• Identify gaps, perform research, and resolve issues with various potential outcomes.
• Define control criteria to improve processes and mitigate risk.
• Ensure all policies and procedures reflect actual processing within the area.
• Gather materials for internal or external audit requests.
• Communicate trends, problems, and recommended solutions to management.
• Concisely communicate operational procedures internally and externally.
• Lead or assist in the completion of special projects.
• Perform all duties in accordance with RoundPoint Mortgage Servicing policies and procedures, investor requirements, and all state and federal regulations.

Qualifications

• Four or more years of mortgage servicing experience preferred, with at least one year in default servicing or cash, and two years of year-end reporting experience.
• Bachelor’s degree or equivalent mortgage servicing experience.
• Excellent analytical, interpersonal, written, and oral communication skills.
• Proficient in MS Office products, with advanced Excel skills (VLOOKUPs and formulas).
• Experience with ICE/BlackKnight/MSP and Passport systems.
• Demonstrated critical thinking, organizational, and problem-solving skills.
• Able to handle complex tasks independently.
• Ability to grasp the "big picture" understanding of job function.
• Customer service, team, and goal-oriented with a positive attitude.
• Ability to work within deadlines and under pressure.
• Understanding of business analytics with the ability to define control reporting requirements.

Physical Demands & Working Conditions

• Ability to communicate effectively through speech and hearing, both in-person and over the phone.
• Required to sit for extended periods, occasionally standing and walking short distances.
• Regular use of hands and fingers for tasks like keyboarding, operating office equipment, and filing documents.
• Ability to lift and move objects weighing up to 10 pounds, occasionally up to 20 pounds.
• Ability to observe details at close range, such as viewing a computer screen and reviewing documents.
• Noise level in the work environment is usually quiet to moderate.

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 mortgage servicing rights (MSR) as core to its business strategy. The combined entity leverages the strengths of both companies, adding value for stakeholders through operational and cost efficiencies and enhanced participation in the mortgage finance space. Founded in 2009, Two Harbors is a leading publicly traded residential mortgage real estate investment trust (mortgage REIT).

Locations: Fort Mill, SC and Coppell, TX. Employee status: Exempt. Travel: None.