Doc to Data and Corporate Advance Reconciliation Manager

Selene Finance LP; Carrollton (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Medical, Dental & Vision

Matching 401(k) Plan

Job summary

Selene Finance LP, located in Carrollton, Texas, is looking for a dedicated individual to oversee post-transfer review processes in our financial services sector. This role will involve managing automated document-to-data review and leading a high-performing team focused on quality assurance and reconciliation operations.

The ideal candidate will have a strong analytical background, leadership skills, and a commitment to improving operational efficiency. Benefits include PTO, medical, and a matching 401(k) plan.

Qualifications

• Experience in process improvement and data reconciliation.
• Proven ability to lead a team and manage workflows effectively.
• Strong understanding of operational metrics and analytics.

Responsibilities

• Oversee automated document-to-data review processes.
• Own and manage end-to-end workflow performance.
• Reconcile corporate advance balances and manage exception queues.

Skills

Attention to detail

Analytical thinking

Problem-solving

Education

Bachelor's degree in a related field

Tools

Data analytics software

Customer relationship management (CRM) systems

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!

Doc-to-Data (Post-Transfer Review & Automation Oversight)

• Oversee a primarily automated document-to-data review process post servicing transfers
• Monitor system outputs to ensure accurate data extraction, mapping, and boarding integrity
• Manage exception queues, ensuring timely research, resolution, and escalation of discrepancies
• Validate data quality through targeted sampling and exception trend analysis
• Partner with technology teams to continuously improve automation performance and logic
• Maintain governance over workflow routing, prioritization, and SLA adherence

Workflow Management & Operational Oversight

• Own and manage end-to-end workflow performance, ensuring efficient processing and throughput
• Identify bottlenecks and implement process adjustments to improve cycle times
• Develop and monitor KPIs related to productivity, exception rates, and turnaround times
• Ensure clear visibility into pipeline status and operational risks

Corporate Advance Reconciliation

• Reconcile corporate advance balances, ensuring alignment between internal records, prior servicer data, and invoicing
• Monitor and manage exception queues, ensuring timely resolution
• Investigate and resolve variances and discrepancies in a timely manner
• Research discrepancies tied to servicing transfers, payments, or expense activity
• Improve data quality and reconciliation efficiency through process enhancements
• Drive toward real-time reconciliation visibility instead of end-of-month validation

Reporting & Analytics

• Deliver monthly post-boarding audit reporting for servicing transfers, highlighting data validation results, exception trends, and actionable insights to improve boarding accuracy and operational performance
• Additional reporting may include, however not limited to:
• Exception rate and volume trends
• First-pass pass rate (loans clearing audit without rework)
• Timeliness of audit completion (against SLA benchmarks)
• Exception resolution turnaround time
• Aging of unresolved audit findings
• Recurrence rate of previously identified issues
• Data accuracy rate (e.g., % of fields validated without discrepancy)

Leadership & Cross-Functional Partnership

• Lead and scale a high-performing team specializing in exception-based processing, QA, and reconciliation operations
• Act as a senior escalation authority, resolving complex data and operational issues while identifying root causes and systemic improvements
• Partner strategically with Servicing Transfer, Technology, and cross-functional stakeholders to enhance data integrity and operational efficiency
• Champion a culture of accountability and performance, ensuring consistent achievement of SLAs and continuous improvement of key operational metrics

Process Improvement & Controls

• Identify opportunities to reduce manual intervention in post-transfer validation and reconciliation processes through automation enhancements and improved system logic
• Strengthen controls to ensure accuracy and completeness of boarded data, supporting audit readiness and compliance with servicing transfer requirements
• Document and maintain SOPs for post-transfer workflows, including document-to-data validation, exception management, and corporate advance reconciliation
• Support the evolution toward intelligent, exception-based post-transfer operations, minimizing full population reviews in favor of targeted, risk-based validation

Benefits

• 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

The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.