COMPUTER & EQUIPMENT SKILLS

• Intermediate in Microsoft Office programs (Word, Excel, PowerPoint)
• Word processing (speed and accuracy)
• MSP or FICS’ Mortgage Servicer a plus
• Email
• Internet software
• Use typical office equipment (computers, fax, phones, copiers, scanners, etc.)

Education:

• Bachelor’s degree in Data Science, Computer Science, Information Systems, Business Analytics, Finance, or a related field preferred.
• Equivalent work experience in data analytics, reporting, or mortgage servicing may be considered in lieu of a degree

Experience:

• 3+ years of experience in data analysis, reporting, automation, or business intelligence, preferably within mortgage servicing or financial services.
• Proficiency in SQL, Python, and data visualization tools (e.g., Power BI, Tableau, Looker, or similar).
• Experience with mortgage servicing platforms (FICS) and related servicing software is highly preferred.
• Strong background in report development, data extraction, and transformation (ETL processes).
• Hands-on experience in automating workflows using scripting languages or robotic process automation (RPA) tools.
• Familiarity with regulatory and compliance reporting in a mortgage servicing environment is a plus.
• Ability to troubleshoot data discrepancies, identify process inefficiencies, and implement solutions.
• Experience working cross-functionally with IT, compliance, risk, and operational teams

Data Reporting & Visualization

• Develop and maintain custom reports to support audits, operational oversight, and compliance within the FICS mortgage servicing platform and related systems.
• Create interactive dashboards and data visualizations to provide real-time insights for management and team performance tracking.
• Extract, transform, and analyze large datasets to identify trends, discrepancies, and areas for improvement.
• Ensure data accuracy and integrity in all reports and visualizations, implementing validation and error-checking processes.

Automation & Process Improvement

• Design and implement data-driven process automations, including robotic process automation (RPA) solutions to streamline workflows.
• Utilize Python, SQL, and scripting languages to automate repetitive data tasks and improve efficiency.
• Identify opportunities for workflow optimization within servicing operations and data integration processes.
• Maintain and improve existing automations, ensuring scalability and reliability.

Data Integration & System Support

• Work within the FICS mortgage servicing platform and related servicing systems to support data integration efforts.
• Collaborate with IT and business teams to ensure seamless data flow between systems and maintain data consistency.
• Support data migrations and conversions related to new acquisitions, servicing transfers, and system enhancements.
• Troubleshoot data discrepancies, system issues, and automation failures, working cross-functionally to resolve them.

Audit & Compliance Reporting

• Generate and validate reports for internal and external audits, ensuring compliance with regulatory and investor requirements.
• Develop data tracking mechanisms to monitor key performance indicators (KPIs) and risk metrics within servicing operations.
• Assist with responding to regulatory inquiries, providing accurate and well-documented data reports as needed.

Collaboration & Continuous Improvement

• Work closely with servicing teams, compliance, risk, and IT to ensure alignment of data-driven solutions with business needs.
• Provide training and documentation for internal users on how to access and utilize reports, dashboards, and automation tools.
• Stay up to date with industry trends, best practices, and new technologies to continuously enhance data reporting and automation capabilities.
• Support ad-hoc data requests and special projects as assigned.

Education, Experience and/or Skills:

Education:

• Bachelor’s degree in Data Science, Computer Science, Information Systems, Business Analytics, Finance, or a related field preferred.
• Equivalent work experience in data analytics, reporting, or mortgage servicing may be considered in lieu of a degree.

Experience:

• 3+ years of experience in data analysis, reporting, automation, or business intelligence, preferably within mortgage servicing or financial services.
• Proficiency in SQL, Python, and data visualization tools (e.g., Power BI, Tableau, Looker, or similar).
• Experience with mortgage servicing platforms (FICS) and related servicing software is highly preferred.
• Strong background in report development, data extraction, and transformation (ETL processes).
• Hands-on experience in automating workflows using scripting languages or robotic process automation (RPA) tools.
• Familiarity with regulatory and compliance reporting in a mortgage servicing environment is a plus.
• Ability to troubleshoot data discrepancies, identify process inefficiencies, and implement solutions.
• Experience working cross-functionally with IT, compliance, risk, and operational teams.