Senior Mortgage Analytics & Year-End Reporting Lead

First American; Fort Mill (SC); On-site; USD 77,000 - 103,000; Full time

Job summary

First American is seeking an experienced Mortgage Servicing Analyst to drive Year End and regulatory reporting, including IRS information reporting and reconciliations. You will analyze data, validate reports, and partner with Technology, Compliance, and Operations to ensure accuracy and compliance.

The role emphasizes process improvement, complex data analysis, and producing audit-ready documentation in a fast-paced mortgage environment.

Qualifications

• Typically requires BS degree or equivalent combination of education and experience.
• Typically requires 4-8 years of directly related experience.
• Mortgage servicing experience with direct exposure to Year End, IRS information reporting, or comparable regulated reporting processes strongly preferred.

Responsibilities

• Conducts business process evaluations to identify requirements, process gaps, reporting risks, and improvement opportunities.
• Support mortgage servicing Year End and regulatory reporting, including IRS Forms 1098 and 1099, statement reporting, corrections, reconciliations, and related compliance activities.
• Support the design and buildout of IRIS compliant Year End reporting processing.
• Perform complex analysis and cross-platform reconciliation to validate reporting accuracy, completeness, and data integrity.
• Investigate reporting discrepancies and exceptions, perform root cause analysis, and recommend corrective actions.
• Define business requirements and participate in solution design, testing, implementation, and production validation.
• Evaluate system functionality and reporting processes against regulatory requirements and servicing practices.
• Develop and maintain business processes, procedures, controls, reconciliation methodologies, and audit-ready documentation.
• Partner with Technology, Compliance, Operations, Internal Audit, vendors, and leadership to resolve complex reporting issues.

Skills

Mortgage servicing experience

Year End reporting

Regulatory reporting

Data analysis

Excel proficiency

Education

BS degree or equivalent

Tools

Microsoft Excel

Job description

First American is seeking an experienced Mortgage Servicing Analyst to drive Year End and regulatory reporting, including IRS information reporting and reconciliations. You will analyze data, validate reports, and partner with Technology, Compliance, and Operations to ensure accuracy and compliance.

The role emphasizes process improvement, complex data analysis, and producing audit-ready documentation in a fast-paced mortgage environment.