Mortgage Client Reporting Analyst

First American Financial Corporation

Fort Mill (SC)

On-site

USD 67,000 - 90,000

Full time

10 days ago

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Job summary

First American Financial Corporation in Fort Mill, SC, is seeking a Business Analyst, Client Relations to serve as the intake point for client custom reporting and data requests. You will gather business requirements, create BRDs, coordinate estimates, track requests through completion, and support validation with internal stakeholders.

Collaborate with Data Strategy, Reporting teams, and Account Executives to deliver timely, accurate reporting and ensure user acceptance testing and

Qualifications

  • Mortgage servicing experience preferred.
  • Excellent organizational skills and the ability to manage multiple projects simultaneously.
  • Strong analytical skills.
  • Excellent written and verbal communication skills, including the ability to present technical and nontechnical information.
  • Experience with Smartsheet (Client Change Order), TechManagement/DevOps, internal mailboxes, and MSP/Valon.

Responsibilities

  • Meet with stakeholders to gather and document business requirements.
  • Create business requirements documentation (BRDs) for new or changing custom reporting requests.
  • Coordinate with Business Analysts, Data Strategy, and Reporting teams to obtain cost estimates.
  • Provide cost estimates, hours, and expected completion dates to the Client Relations Account Executive.
  • Track, report on, and manage new reporting requests through completion.
  • Coordinate user acceptance testing (UAT) with key stakeholders, as applicable.
  • Conduct post-production validation (PPV).
  • Educate the internal Client Relations team about enhanced reporting and provide support as needed.

Skills

Mortgage servicing experience
Organizational skills
Analytical skills
Written and verbal communication
Smartsheet / DevOps tools

Tools

Smartsheet (Client Change Order)
TechManagement/DevOps
MSP/Valon

Job description

First American Financial Corporation in Fort Mill, SC, is seeking a Business Analyst, Client Relations to serve as the intake point for client custom reporting and data requests. You will gather business requirements, create BRDs, coordinate estimates, track requests through completion, and support validation with internal stakeholders.

Collaborate with Data Strategy, Reporting teams, and Account Executives to deliver timely, accurate reporting and ensure user acceptance testing and

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