Senior Data Analyst - Loan Boarding

RoundPoint Mortgage Servicing LLC; Fort Mill (SC); On-site; USD 90,000 - 115,000; Full time

Job summary

RoundPoint Mortgage Servicing LLC seeks a Senior Data Analyst for Loan Boarding in Fort Mill, SC to ensure daily boarding tasks are completed accurately and on time. The role drives process improvements, updates policies, and trains the team as needed.

Responsibilities include QA checks, leading mapping efforts with new flow sellers, and managing milestones for mapping projects. Strong analytic and communication skills are essential for success.

Qualifications

• Bachelor's degree required and mortgage servicing experience preferred.
• 4–5 years in mortgage servicing and 3–4 years in Loan Boarding.
• Strong analytical skills with high attention to detail.
• Excellent verbal and written communication with external parties and management.

Responsibilities

• Identify opportunities for process improvement and develop best practices.
• Update departmental procedures and QRGs in a timely manner.
• Take on team lead role as needed, including training teammates and new members.
• Perform weekly audits of loan boarding to ensure audit compliance.
• Provide backup for daily boarding tasks as needed.
• Coordinate mapping calls with new flow sellers/clients.

Skills

Analytical skills

Excel

SQL

VBA

Communication

Time management

ETL languages

Education

Bachelor's Degree

Tools

MSP

SharePoint

Job description

The Sr Data Analyst of Loan Boarding ensures all daily boarding tasks are completed accurately and timely. Identifies opportunities to streamline departmental processes and updates loan boarding policies, procedures as needed. Assumes the role of team leader as needed, including training policies and procedures to the Loan Boarding team and new team members. Performs QA controls to ensure basic loan process is followed and documented accurately. Maintains thorough knowledge of all Loan Boarding processes.

Primary Responsibilities

• Identifying opportunities for process improvement and developing best practices
• Updates departmental procedures and QRGs timely
• Takes on role of team lead as needed, including training teammates and new team members
• Performs weekly audits of loan boarding process to ensure audit compliance
• Performss as backup for AVP of Loan Boarding for daily boarding processes and/or tasks as needed
• Reviews and analyzes boarding tape needs for potential new flow sellers.
• Facilitates mapping calls with new flow sellers/clients
• Manage milestone timelines of all new mapping projects
• Supporting the mapping of new flow/bulk projects as needed
• Supporting daily boarding tasks as needed

Qualifications

Required:

• Bachelor's Degree
• At least 4-5 years of related mortgage servicing experience
• At least 3-4 years of related Loan Boarding experience
• Keen analytic skills with a strong attention to detail and accuracy
• Experience and confidence in communicating with external parties and management
• Intermediate to advanced skills in Excel
• Strong time management skills working autonomously
• Strong skills in various ETL languages (e.g. SQL or VBA)
• Excellent verbal and written communication skills, with ability to effectively interface with external clients and internal business partners

Desired

• Intermediate to advance experience in Microsoft SharePoint
• At least 1-2 years of experience with MSP

Physical Demands and Working Conditions

Duties

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:

• The employee is regularly required to talk or hear.
• The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
• The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
• The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
• The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.

About RoundPoint Mortgage Servicing LLC

RoundPoint Mortgage Servicing LLC is a fully integrated, non-bank mortgage company, with a subservicing portfolio of approximately 900,000 loans. In 2023, RoundPoint was acquired by Two Harbors Investment Corp. (NYSE: TWO), reaffirming its commitment to MSR as core and essential to our business strategy and our future. A combined Two Harbors and RoundPoint capitalizes on the strengths of both companies, adding significant value for stakeholders through operational and cost efficiencies, as well as the ability to participate more fully in the mortgage finance space as opportunities arise.

Founded in 2009, Two Harbors has grown into a leading publicly traded residential mortgage real estate investment trust (mortgage REIT). We leverage our core competencies of understanding and managing interest rate and prepayment risk to invest in our Agency residential mortgage-backed securities (RMBS) and mortgage servicing rights (MSR) portfolio, with the objective of delivering attractive risk-adjusted returns to our stockholders.

Location

• Fort Mill, SC or Coppell, TX

Employee Status

• Regular

Travel

• No