Analyst, Business - Servicing Treasury

 Posted a day ago
     
2-5 years experience
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AI Summary

The role focuses on optimizing Servicing Treasury operations through process improvement, quality control reviews, and compliance monitoring. It involves coordinating projects, supporting system enhancements with IT, and ensuring audit readiness.

Summary:
The Servicing Treasury Business Analyst supports and optimizes operations by ensuring processes meet quality, compliance, and performance standards. This role collaborates across teams to drive efficiency, reduce costs, mitigate risk, and improve processes, while identifying gaps and supporting audit readiness and system enhancements aligned with regulatory and stakeholder requirements. 

Essential Job Duties and Responsibilities:

  • Support Servicing Treasury processes through testing, documentation, procedure development, scripting, and automation initiatives.

  • Perform quality control (QC) reviews across team outputs to ensure accuracy, completeness, and adherence to established standards and controls.

  • Monitor Servicing Treasury workflows to ensure compliance with internal controls, company policies, and investor/insurer guidelines, including issue identification, escalation, and resolution.

  • Identify process risks, inefficiencies, and control gaps; partner with stakeholders to design and implement sustainable solutions.

  • Serve as a project coordinator/manager for Servicing Treasury initiatives, including planning, tracking milestones, managing deliverables, and driving timely execution.

  • Partner with Change Management and IT to support system enhancements, process improvements, and implementation efforts.

  • Support audit readiness and audit automation through documentation, data analysis, and QC validation.

  • Build and maintain strong cross-functional relationships; serve as a primary point of contact for Servicing Treasury inquiries and issue resolution.

  • Drive continuous improvement by streamlining processes, enhancing reporting accuracy, and improving overall operational efficiency, quality, and consistency.

  • Comply with all company policies and procedures.

  • Maintain regular and punctual attendance.

Supervisory Responsibilities:

This role does not have direct reports but may provide functional guidance, mentorship, or project leadership to peers and cross functional partners.

Qualifications:

  • Knowledge of servicing treasury functions, LoanServ experience a plus.

  • Intermediate Microsoft Office skills.

  • Strong written and verbal communication, analytical mindset, and process improvement focus.

Education and/or Experience:

  • Minimum of high school diploma. 

  • Associate’s degree preferred; relevant experience may substitute.

  • 3-4 years’ experience required.

Certificates, Licenses, Registrations:

  • None Required

Work Complexity:

Problems and issues faced are general, and may require understanding of broader set of issues but typically are not complex. May require familiarity with the financial/mortgage (or job-specific) industry. Problems require understanding of other job areas.  Problems are typically solved through drawing from prior experiences, with analysis of the issue.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

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