Sr Business Analyst

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

Benefits offered by this job

Medical, dental, vision benefits

Employee stock purchase plan

Job summary

First American seeks a detail-oriented analyst to support mortgage servicing Year End and regulatory reporting. You will analyze processes, validate data, and reconcile complex datasets to ensure accuracy and compliance across IRS reporting and regulatory requirements.

Ideal candidates bring 4–8 years of related experience, strong Excel skills, and the ability to work independently under strict deadlines while coordinating with technology, compliance, and operations teams.

Qualifications

• Typically requires BS degree or equivalent
• 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 IRIS compliant Year End reporting processing and data validation.
• Perform complex analysis and cross-platform reconciliation to validate reporting accuracy, completeness, and data integrity.
• Investigate reporting discrepancies and provide root cause analyses with corrective actions.

Skills

Analytical skills

Reconciliation

Mortgage servicing operations

Regulatory reporting

Advanced Excel

Data analysis

Independent work

Communication skills

Education

BS degree or equivalent

Tools

Excel

Job description

Who We Are

ServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly personalized service and support. Through continuous innovation and acquisition, our offerings comprise of personalized solutions that span the mortgage continuum and enhance security, compliance, customer satisfaction, and profitability. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all.

What We Do

Working with business departments, drive process improvement and support complex mortgage servicing Year End and regulatory reporting activities through business analysis, process design, data validation, reconciliation, and issue resolution. Defines and documents business requirements, processes, procedures, controls, and reporting needs. Serves as a liaison/strategic partner between business operations, technology, compliance, vendors, and other stakeholders to identify risks, evaluate solutions, and support accurate and compliant regulatory reporting. Seasoned Analyst managing a wide range of complex and diverse projects with expertise in mortgage servicing operations, Year End reporting, regulatory reporting, and business analysis. Develops innovative and creative solutions, drives change, and exercises independent judgment in an evolving operational and technology environment.

HOW YOU'LL CONTRIBUTE

• 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 company's 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 Aduit, vendors, and leadership to resolve complex reporting issues.
• Considers the business implications of workflow and processes to the current and evolving business environment.
• Create reports; research, analyze, and integrate data to identify trends, and risks. Escalate to management as needed.
• Other duties as assigned

WHAT YOU'LL BRING

• 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.

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

• Strong analytical, reconciliation, and problem-solving skills
• Strong understanding of mortgage servicing operations and regulatory reporting
• Ability to analyze large and complex datasets and identify reporting discrepancies.
• Strong business analysis skills, including requirements development, process mapping, testing, and implementation support.
• Advanced Microsoft Excel skills, including pivot tables, lookups, complex formulas, and analytical modeling
• Strong written and oral communication skills with the ability to explain complex business, technical, regulatory concepts
• Ability to work independently, manage completing priorities, and exercise sound judgment under regulatory deadlines.

Pay Range: $77,250.00 - $102,975.00 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

What We Offer

By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.