Data Reconciliation & Regulatory Reporting Specialist

First American; Austin (TX); Remote; USD 22,000 - 33,000; Full time

Benefits offered by this job

Medical benefits

401k

PTO

Job summary

First American is seeking a Data Reconciliation Analyst in Austin, TX to manage day-to-day reconciliations and regulatory reporting across Mortgage Call Reports, NMLS, and investor reporting. You will coordinate with multiple teams to ensure data integrity and timely submissions while leveraging AI tools to improve processes.

The role requires 3–5 years of relevant experience, advanced Excel skills, and proficiency with Power BI.

Qualifications

• Three to five years of data reconciliation and regulatory reporting experience in financial services.
• Advanced proficiency with Microsoft Excel (PivotTables, XLOOKUP, Power Query and advanced formulas).

Responsibilities

• Perform reconciliations between multiple internal systems, databases, regulatory reports and/or source documents to ensure the accuracy and completeness of regulatory reporting.
• Validate data supporting Mortgage Call Reports (MCR), NMLS reporting, state licensing reports, investor reporting and other reporting needs/requirements.
• Develop operational, reconciliation, management, and exception reports.
• Analyze and investigate data discrepancies, identify root causes, and coordinate corrective actions with business partners.
• Interpret regulatory reporting requirements and translate them into reconciliation and validation processes.
• Work closely with the business units they define the data requirements to fulfill requests and validate report results.
• Perform data quality assurance reviews, reconciliation testing, and validation procedures to ensure regulatory reports are complete, accurate, and submitted within required deadlines.
• Monitor recurring reconciliation exceptions and recommend process improvements, automation opportunities and enhanced data controls.
• Develop and maintain reconciliation procedures, desktop procedures, data dictionaries and supporting documentation.
• Assist in testing regulatory reporting changes and new reporting requirements.
• Support regulatory examinations, internal audits, client due diligence requests and management inquiries by providing reconciliation support and documentation.
• Utilize Microsoft Excel, Power BI, and other reporting tools to analyze large datasets, identify trends and develop management reporting.
• Maintain detailed documentation supporting reconciliation activities, issue resolution, and regulatory reporting controls.
• Coordinate responses to clients and/or third parties regarding reporting questions.

Skills

Data reconciliation

Regulatory reporting

Data analysis

Advanced Excel

Power BI

AI tools

Prompt engineering

Tools

SharePoint

Power Automate

Job description

First American is seeking a Data Reconciliation Analyst in Austin, TX to manage day-to-day reconciliations and regulatory reporting across Mortgage Call Reports, NMLS, and investor reporting. You will coordinate with multiple teams to ensure data integrity and timely submissions while leveraging AI tools to improve processes.

The role requires 3–5 years of relevant experience, advanced Excel skills, and proficiency with Power BI.