Servicing Analyst I

SunStrong Management; United States; A distancia; USD 42.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health & Wellness benefits

401(k) with employer match

Descripción de la vacante

SunStrong Management LLC is seeking a Servicing Analyst I (Remote) to support reporting, reconciliation, and data entry across servicing operations. This entry-level role reports to the senior team and involves preparing recurring reports, reconciling data, and supporting investor reporting.

You will collaborate with Servicing, Asset Management, and Finance on ad hoc data requests, data validation, and documentation of procedures.

Formación

• Bachelor’s degree in Business, Finance, Accounting, Economics, Data Analytics or related field.
• 0-2+ years’ experience in analysis, reporting, servicing operations, or data-oriented role; internships ok.
• Working Excel skills with formulas, pivots, and lookups; ability to build recurring reports.
• Strong attention to detail; able to reconcile large data sets to the penny.
• Clear written and verbal communication for explaining findings to non-analysts.
• Ability to meet recurring deadlines while handling ad hoc requests.

Responsabilidades

• Prepare recurring daily, weekly, and monthly servicing reports and distribute as scheduled.
• Reconcile billing, payment, and remittance data across systems and investigate variances.
• Research data exceptions and coordinate corrections with the servicing team.
• Support investor and client reporting by gathering data, populating templates, and performing checks.
• Maintain data quality by running validation queries and clearing error queues.
• Document procedures, report definitions, and data sources for repeatable processes.
• Assist with user acceptance testing for system enhancements and reporting changes.
• Respond to ad hoc data requests from Servicing, Asset Management, and Finance with clear output.
• Escalate anomalies and potential control issues to the Manager, Servicing with context.

Conocimientos

Excel proficiency

Attention to detail

Communication skills

Deadline-driven

Educación

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

Herramientas

SQL

Power BI

Tableau

Descripción del empleo

Servicing Analyst I

SunStrong Management is a leading independent asset management and servicing platform specializing in residential and commercial solar energy portfolios. SunStrong provides end-to-end services including operations and maintenance, customer billing and support, asset performance management, and investor reporting. The company partners with leading capital providers to optimize clean energy assets at scale, supporting the growth of distributed renewable energy while delivering reliable performance and exceptional customer experience

THE SERVICING ANALYST I POSITION

SunStrong is searching for a Servicing Analyst I (Remote) to be responsible for the reporting, reconciliation, and data support that keeps the servicing operation running accurately. This entry-level analyst prepares recurring reports, reconciles billing and payment data, researches exceptions, and supports investor and client reporting under the direction of senior team members.

Servicing Analyst I Responsibilities

• Prepares recurring daily, weekly, and monthly servicing reports covering volume, aging, delinquency, and productivity, and distributes them on schedule.
• Reconciles billing, payment, and remittance data between servicing, banking, and accounting systems, and researches variances to resolution.
• Researches data exceptions such as failed payments, unapplied cash, missing production data, and duplicate accounts, and coordinates corrections with the servicing team.
• Supports investor and client reporting packages by gathering source data, populating templates, and performing accuracy checks before review.
• Maintains data quality in the servicing system by running validation queries and clearing error queues.
• Documents procedures, report definitions, and data sources so that recurring work is repeatable by others.
• Assists with user acceptance testing for system enhancements, report changes, and new portfolio boarding.
• Responds to ad hoc data requests from Servicing, Asset Management, and Finance with clear, well-labeled output.
• Escalates anomalies, trends, and potential control issues to the Manager, Servicing with supporting detail.l
• Follows established policies, procedures, and controls in all reporting and data handling activities.

Minimum Requirements

• Education required: Bachelor’s degree in Business, Finance, Accounting, Economics, Data Analytics, or a related field, or an equivalent combination of education and experience.
• Minimum years of experience required: 0-2+ years’ related experience in analysis, reporting, servicing operations, accounting, or a similar data-oriented role; internship experience considered.
• Working Excel skills, including formulas, pivot tables, and lookups, with the ability to build and maintain a recurring report.
• Strong attention to detail and comfort reconciling large data sets to the penny.
• Clear written and verbal communication skills for explaining findings to non-analysts.
• Ability to meet recurring deadlines while handling ad hoc requests.

Preferred Qualifications

• Previous experience in solar, renewable energy, or another asset-backed consumer finance portfolio is a plus.
• Exposure to SQL, Power BI, Tableau, or similar reporting and query tools.
• Coursework or experience in accounting, reconciliation, or financial reporting.

additional knowledge, skills and abilities

• Asks questions early rather than guessing at unclear data.
• Checks work before sending it and can explain how a number was derived.
• Learns new systems and reporting tools quickly.
• Handles confidential customer and financial information with discretion.

working conditions

• Standard open-office or remote home-office environment.
• Occasional overtime may be required to meet month-end, billing cycle, and reporting deadlines.
• Estimated travel of less than 5%, primarily for occasional team meetings.
• Driving is not required for this position.

Physical Requirements

• Extended periods of time working at a computer workstation.

Benefits

SunStrong Management offers a rich and affordable Health & Wellness Benefits package that includes:

• PPO and HDHP Medical Plans, buy-up plans for both Dental and Vision, ancillaries such as Accident, Critical illness, Hospital indemnity, Employer sponsored Short Term and Long-Term Disability, Voluntary Life, and Legal services along with multiple add-ons.
• Our 401(k) Package includes a Safe Harbor Match of 100% up to the first 4% and 50% on the next 2% with immediate vesting.