Servicing Analyst I

Overview

This entry-level Servicing Analyst I role supports reporting, reconciliation, and data operations to help ensure the servicing function runs accurately. The analyst will prepare recurring reports, reconcile billing and payment information, research exceptions, and support investor and client reporting under the direction of senior team members.

Responsibilities

• Prepare recurring daily, weekly, and monthly servicing reports covering volume, aging, delinquency, and productivity; distribute reports on schedule.
• Reconcile billing, payment, and remittance data between servicing, banking, and accounting systems; research variances to resolution.
• Research data exceptions including failed payments, unapplied cash, missing production data, and duplicate accounts; coordinate corrections with the servicing team.
• Support investor and client reporting packages by gathering source data, populating templates, and performing accuracy checks prior to review.
• Maintain data quality in the servicing system by running validation queries and clearing error queues.
• Document procedures, report definitions, and data sources to ensure recurring work is repeatable by others.
• Assist with user acceptance testing for system enhancements, report changes, and new portfolio boarding.
• Respond to ad hoc data requests from Servicing, Asset Management, and Finance with clear, well-labeled output.
• Escalate anomalies, trends, and potential control issues to the Manager, Servicing with supporting detail.
• Follow established policies, procedures, and controls in all reporting and data handling activities.

Requirements

• Education: Bachelor’s degree in Business, Finance, Accounting, Economics, Data Analytics, or a related field, or an equivalent combination of education and experience.
• Experience: 0–2+ years of related experience in analysis, reporting, servicing operations, accounting, or a similar data-oriented role; internship experience considered.
• Proficiency in Excel, including formulas, pivot tables, and lookups, with the ability to build and maintain recurring reports.
• Strong attention to detail and comfort reconciling large data sets to the penny.
• Clear written and verbal communication skills to explain findings to non-analysts.
• Ability to meet recurring deadlines while also handling ad hoc requests.

Preferred Qualifications

• Prior experience in solar, renewable energy, or another asset-backed consumer finance portfolio.
• Exposure to SQL, Power BI, Tableau, or similar reporting and query tools.
• Coursework or experience in accounting, reconciliation, or financial reporting.

Additional Knowledge, Skills, and Abilities

• Asks questions early rather than guessing at unclear data.
• Checks work before sending and can explain how a number was derived.
• Learns new systems and reporting tools quickly.
• Handles confidential customer and financial information with discretion.

Working Conditions

• Standard open-office or remote home-office environment.
• Occasional overtime may be required to meet month-end, billing cycle, and reporting deadlines.
• Estimated travel of less than 5%, primarily for occasional team meetings.
• Driving is not required for this position.

Physical Requirements

• Extended periods of time working at a computer workstation.

Compensation & Benefits

• Health & Wellness Benefits: PPO and HDHP medical plans, buy-up plans for both dental and vision, and ancillary coverage including Accident, Critical illness, Hospital indemnity, employer-sponsored Short Term and Long-Term Disability, Voluntary Life, and legal services, along with multiple add-ons.
• 401(k): Safe Harbor Match of 100% up to the first 4% and 50% on the next 2% with immediate vesting.