Doc-To-Data Analyst

Selene Finance LP; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Medical, Dental & Vision

Employee Assistance Program

Flexible Spending Account

Health Savings Account

Paid Holidays

Company paid Life Insurance

Matching 401(k) Plan

Job summary

Selene Holdings is seeking a Doc-To-Data Analyst to lead complex data analysis, loan-level investigations, reconciliations, and issue resolution across mortgage servicing and loan boarding processes.

The role serves as a key escalation point for data discrepancies, mapping issues, and audit findings, offering guidance to junior and offshore team members while driving improvements in data quality and controls.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, Data Analytics, or related field preferred.
• 5+ years in mortgage servicing, loan boarding, quality control, auditing, reconciliation, risk, or related operations.
• Experience performing complex loan-level investigations, full loan audits, data reconciliations, and root cause analysis.
• Experience with loan transfers, servicing conversions, data migrations, data mapping, or similar data activities preferred.
• Advanced Microsoft Excel skills, including lookups, PivotTables, data validation, and large-dataset reconciliation.
• Ability to interpret code breakers, data dictionaries, mapping specifications, and transformation logic.

Responsibilities

• Serve as primary escalation point for offshore associates, prioritizing issues by complexity and risk.
• Lead complex investigations of data discrepancies, mapping defects, reconciliation breaks, and audit findings.
• Perform advanced root cause analysis to identify source of issues and determine resolution paths.
• Coordinate cross-functional stakeholders to drive escalated issues through resolution and closure.
• Develop corrective and preventive action recommendations and monitor implementation.
• Lead complex reconciliations across source docs, data transfers, and servicing system records.
• Interpret data transformation rules and business rules to identify issues in mapping or conversion.
• Collaborate with Technology, vendors and stakeholders to test changes and ensure data quality.

Skills

Strong analytical skills

Root cause analysis

Stakeholder management

Mentoring

Attention to detail

Education

Bachelor’s degree in Business, Finance, Accounting, IS, Data Analytics

Tools

Power BI

SQL

Excel

Workflow tools

Job description

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!

The Doc-To-Data Analyst is responsible for leading complex data analysis, loan-level investigations, reconciliations, and issue resolution across mortgage servicing and loan boarding activities. This role serves as a key escalation point for data discrepancies, mapping issues, reconciliation breaks, audit findings, and other complex operational exceptions. The Analyst performs advanced root cause analysis, evaluates risk, coordinates cross-functional resolution efforts, and develops corrective and preventive actions to improve data quality and operational controls. The role also identifies trends and systemic issues, supports reporting and process improvements, and provides subject matter guidance to junior and offshore team members.

Essential Duties & Responsibilities

• Serve as the primary escalation point for offshore associates, prioritizing issues based on complexity, risk, aging, financial impact, and operational urgency.
• Lead complex investigations involving data discrepancies, mapping defects, reconciliation breaks, loan boarding issues, system behavior, conflicting documentation, and unresolved audit findings.
• Perform advanced root cause analysis to identify whether issues originate from source data, documentation, business rules, mapping, extraction logic, system configuration, workflow execution, or manual processing.
• Determine appropriate resolution paths, coordinate cross-functional stakeholders, and drive escalated issues through resolution and closure.
• Develop corrective and preventive action recommendations and monitor implementation to reduce recurring exceptions and control gaps.
• Lead complex reconciliations across source documentation, transfer data, Doc-to-Data outputs, boarding files, servicing system records, and downstream reporting.
• Interpret and validate code breakers, data dictionaries, field definitions, mapping specifications, transformation logic, and business rules to identify data conversion or reconciliation issues.
• Validate correction strategies and partner with Technology, vendors, and business stakeholders to test and confirm mapping, system, or process changes.
• Perform or provide oversight for complex loan audits involving multiple data sources, conflicting documentation, significant financial exposure, or unresolved boarding concerns.
• Lead investigation and resolution of complex, aged, unsupported, or high-risk corporate advance reconciliation items.
• Identify trends across exceptions, audits, and reconciliations to uncover systemic issues, emerging risks, control gaps, and automation opportunities.
• Develop and maintain reporting on exception volumes, audit findings, root causes, aging, resolution timeliness, reconciliation performance, and data quality.
• Translate analytical findings into clear recommendations and leadership-ready summaries outlining issues, risk exposure, root causes, and recommended actions.
• Support the development and enhancement of KPIs, controls, procedures, workflows, reporting, automation, training materials, and audit-readiness standards.
• Mentor and provide subject matter guidance to Business Analyst I and offshore team members on investigations, reconciliations, documentation standards, escalation quality, and analytical techniques.

Qualifications & Requirements

Bachelor’s degree in Business, Finance, Accounting, Information Systems, Data Analytics, or a related field preferred; equivalent relevant education and experience may be considered.

5+ years of experience in mortgage servicing, loan boarding, quality control, auditing, reconciliation, operational risk, data analysis, or a related operational function.

Experience performing complex loan-level investigations, full loan audits, data reconciliations, and root cause analysis.

Experience supporting loan transfers, servicing conversions, data migrations, data mapping, or similar complex data activities preferred.

Experience with corporate advance, escrow, cash, financial, or servicing-related reconciliations preferred.

Advanced Microsoft Excel skills, including lookup functions, PivotTables, data validation, exception analysis, and large-dataset reconciliation.

Ability to interpret code breakers, data dictionaries, mapping specifications, transformation logic, business rules, and data conversion concepts.

Experience with mortgage servicing systems, workflow tools, Power BI, SQL, or other reporting and business intelligence platforms preferred.

Strong analytical, investigative, root cause analysis, and critical-thinking skills with the ability to assess risk and make well-supported recommendations.

Strong written and verbal communication, stakeholder management, mentoring, and cross-functional collaboration skills, with high attention to detail and the ability to identify broader patterns and systemic risks.

Why Selene?

Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes: Paid Time Off (PTO) Medical, Dental & Vision Employee Assistance Program Flexible Spending Account Health Savings Account Paid Holidays Company paid Life Insurance Matching 401(k) Plan

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!