Mortgage Servicing Investor Reporting - Business Analysis Advisor

Overview

This role (Job ID: R238366) supports Mortgage Servicing Investor Reporting within Retail Bank Operations and may be eligible for remote work in select geographic locations, subject to approval by the organization. Work must be performed from a quiet, secure, and confidential home-based workspace if remote work is approved. Occasional in-office participation may be required based on business needs.

This position is focused on business analysis for servicing operations and investor processes. The Mortgage Investor Operations team is seeking candidates with direct and recent experience in Mortgage Servicing Investor Operations, supporting Fannie Mae (FNMA), Freddie Mac (FHLMC), Ginnie Mae (GNMA), private investors, or portfolio servicing environments.

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.
• Recommend frameworks, methodologies, and processes for business requirements traceability.
• Independently mentor, lead, and coach associates to transfer knowledge.
• Oversee development and maintenance of applicable policy and procedure documentation.
• Translate business needs, processes, and/or procedures by partnering with experts and business stakeholders to determine and articulate needs.
• Lead multiple business analysis project management processes, including planning, quality assurance, and effectiveness assessment; provide direction for successful project deployment.
• Drive development, analysis, and distribution of complex reporting.

Required Experience

Candidates should demonstrate experience in multiple areas, including:

• 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 will be given to candidates with direct operational experience supporting:

• Fannie Mae (FNMA)
• Freddie Mac (FHLMC)
• Ginnie Mae (GNMA)
• FHLB
• Private Investor Portfolios

Experience solely interpreting agency underwriting guidelines is generally not sufficient. Candidates should have direct involvement in investor servicing, reporting, accounting, remittance, reconciliation, or operational functions.

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

Business Analysis Expectations

Business analysis in this role centers on servicing operations and investor processes. Candidates should have experience with:

• 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

What Will Make a Candidate Stand Out

This role is not primarily a technology Business Analyst position. Direct experience in the following areas is highly preferred:

• 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

Qualifications

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

Education and Experience

• Bachelor’s degree
• Typically 3+ years of relevant/direct industry experience
• Certifications are often desired; a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered in lieu of a degree.

Certifications and Licenses

• No Required Certification(s)
• No Required License(s)

Language Assessments

• No Required Or Preferred Language Assessments

Visa/OPT Sponsorship

• The organization will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Pay Transparency & Compensation

• Base Salary: $75,000.00 – $150,000.00
• Salaries may vary based on geographic location, market data, and individual skills, experience, and education.
• This role is incentive eligible, with payment based upon company, business, and/or individual performance.

Benefits

Depending on eligibility, full-time employees may receive:

• Medical/prescription drug coverage (with a Health Savings Account feature), dental, and vision options
• 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 may include (depending on eligibility):

• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 9 occasional absence days each year unless otherwise required by law
• 15 to 25 vacation days each year, depending on career level
• Years of service

Equal Employment Opportunity / Regulatory Notes

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, 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 available for applicants with disabilities who need an accommodation to perform essential functions. Information provided for accommodation requests is kept confidential and used only to the extent required to provide needed reasonable accommodations.

Application Window

Generally expected to be posted for two business days from 10/13/2026, though it may be longer with business discretion.

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, with occasional in-office participation as business needs require.