Mortgage Servicing Investor Reporting - Business Analysis Advisor

Overview

Job ID: R238366

This role supports Mortgage Servicing Investor Operations within Retail Bank Operations, focusing on investor reporting, investor operations, and servicing operations. Work is based remotely in select geographic locations, subject to approval.

The mortgage investor operations team is seeking candidates with direct and recent experience supporting Fannie Mae, Freddie Mac, Ginnie Mae, private investors, or portfolio servicing environments. Experience limited to interpreting agency underwriting guidelines is generally not sufficient.

Responsibilities

• Research, discover, collect, and interpret business requirements.
• Participate in the development and review of complex processes and procedures, workflow analytics, and reporting.
• Provide senior-level consultation and communicate with clients and technology teams on business designs, problem-solving, and business analysis to support project goals.
• Consult on and recommend frameworks, methodologies, and processes for business requirements traceability.
• Independently mentor, lead, and coach other associates to support knowledge transfer.
• Oversee development and maintenance of applicable policy and procedure documentation.
• Translate business needs and processes into operational solutions by partnering with experts and business stakeholders.
• Lead business analysis project management processes, including planning, quality assurance, and effectiveness assessment.
• Provide direction to support successful project deployment.
• Drive development, analysis, and distribution of complex reporting.

Required Experience

Candidates should demonstrate experience in multiple of the following areas:

• Mortgage Servicing Operations
• Investor Reporting
• Investor Accounting
• Investor Remittance Processing
• Loan Administration
• Servicing Transfers
• Investor Cash Management
• Default Cash Operations
• Custodial Account Management
• Mortgage Insurance Claim Processing
• Investor Reconciliations
• Escrow Reconciliations
• Principal & Interest (P&I) Reconciliations
• Tax & Insurance (T&I) Reconciliations
• Corporate Advance Processing
• Recovery and Liquidation Proceeds
• Investor Compliance Monitoring

Agency and Investor Experience

Strong preference for direct operational experience supporting:

• Fannie Mae (FNMA)
• Freddie Mac (FHLMC)
• Ginnie Mae (GNMA)
• FHLB
• Private investor portfolios

Business Analysis Expectations

Business analysis in this role focuses on servicing operations and investor processes.

Relevant experience includes:

• Analyzing investor servicing requirements
• Identifying operational risks and control gaps
• Performing reconciliation analysis
• Researching and resolving investor discrepancies
• Conducting root cause analysis
• Supporting process improvement initiatives
• Developing operational reporting and controls
• Translating servicing requirements into operational solutions

Systems Experience (Strongly Preferred)

Experience with one or more of the following:

• MSP (Mortgage Servicing Platform)
• Black Knight / ICE MSP
• Servicing Director
• Mortgage Investor Reporting Systems
• Monarch
• Passport

What Will Make a Candidate Stand Out

Not primarily a technology Business Analyst position. Highly preferred experience in:

• Investor Accounting & Reporting
• Fannie Mae Investor Reporting
• Freddie Mac Investor Reporting
• Ginnie Mae Reporting
• Investor Remittance Processing
• Custodial Reconciliations
• P&I Reconciliations
• T&I Reconciliations
• Default Cash Operations
• Mortgage Servicing Finance
• MSP / Black Knight
• Servicing Transfers
• Corporate Advance Recovery

Mortgage Insurance Claim Processing is also highly relevant.

Qualifications

• University/college degree with 3+ years of relevant/direct industry experience.
• In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.

Preferred Skills

• Business needs, business processes, data analytics, decision making
• Management reporting, prioritization
• Waterfall model

Competencies

• Analytical thinking, business assessment
• Business process modeling
• Consulting, effectiveness measurement
• Information capture, problem solving
• Process management, project management
• Requirements analysis
• Software product business knowledge

Certifications and Licenses

• No required certifications
• No required licenses

Compensation & Benefits

• Base Salary: $75,000.00 – $150,000.00
• Incentive eligible; payment based upon company, business and/or individual performance.

Benefits (eligibility varies):

• Medical/prescription drug coverage (with Health Savings Account feature), dental and vision
• Employee and spouse/child life insurance
• Short- and long-term disability protection
• 401(k) with company match, pension, and stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance (including select programs fully paid)
• Wellness program with financial incentives
• Paid time off options may include: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year (unless otherwise required by law); and 15 to 25 vacation days each year depending on career level and years of service

Location

• Remote work may be available in select geographic locations, subject to approval.
• If approved, work must be conducted from a quiet, secure, and confidential home-based workspace.
• Occasional in-office participation may be required based on business needs.

Additional Information

• Sponsorship for employment visas is not provided for this position.
• Not participating in STEM OPT for this position.
• Application window: generally expected to be posted for two business days from 10/13/2026, although it may be longer with business discretion.

Equal Employment Opportunity

Equal employment opportunity is provided to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Regulatory Notice

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, may be subject to the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit hiring individuals with certain criminal history.

Disability Accommodations

Reasonable accommodations are provided for employment applicants and qualified individuals with a disability who need an accommodation to perform essential functions of their positions.