VP, Servicing Reporting & Automation

Gateway First Bank; Jenks (OK); On-site; USD 150,000 - 190,000; Full time

Job summary

Gateway First Bank in Jenks, OK seeks a VP, Servicing Reporting & Automation to lead executive dashboards, KPI and daily production reporting, and ad hoc data analysis. You will partner with platform vendors and Servicing Operations to ensure accuracy, reliability, and scalable solutions.

You will own automation initiatives, manage project delivery, mentor staff, and collaborate on BRD/PRD artifacts while communicating risks and performance to leadership.

Qualifications

• Bachelor's degree in business, finance, MIS or related field (or equivalent work experience).
• 10 years mortgage loan servicing experience or financial industry equivalent.
• Expertise with MSP and FIS software administration preferred.
• Proficient in SharePoint, SQL, CRM, MS Word, and Case management practices.

Responsibilities

• Timely collection of requirements and development of SQL code; coordinates with IT to deploy automated solutions.
• Creates reports using an exception-based methodology to monitor and communicate performance of servicing through report automation.
• Ensures servicing requirements are accurately documented based on reviews of servicing cases, documentation, and client/employee feedback.
• Facilitates servicing scoping calls including managing critical path objectives to ensure all technology projects are delivered professionally.
• Manage, delegate department tasks and projects, to ensure servicing department needs are met within a reasonable timeline.
• Works with servicing leadership to ensure their department's projects are completed without major disruptions.

Skills

Analytical thinking

Leadership

Communication

Education

Bachelor's degree or equivalent experience

Tools

SSMS

SSRS

SharePoint

CRM

MS Word

MS Project

Job description

VP, Servicing Reporting & Automation JOB SUMMARY:
The VP, Servicing Reporting & Automation supports the reporting needs of executive leadership by developing executive dashboards, key performance indicator (KPI) reporting, daily production reporting, and ad hoc data analysis. This role serves as the subject matter expert for the Servicing platform, ensuring system reliability, accuracy, and optimal performance. The VP partners with platform vendors to resolve issues, coordinate testing and deployments, and communicate system performance and risks to leadership. Additionally, the role supports Servicing Operations through data analysis, process improvement, and automation initiatives that enhance operational efficiency and scalability.

VP, Servicing Reporting & Automation ESSENTIAL FUNCTIONS (RESPONSIBILITIES)

• Timely collection of requirements, development of SQL code, and coordinates with IT to deploy automated solutions, as well as supports Servicing Operations in developing control reports.
• Creates reports using an exception-based methodology to monitor and communicate performance of servicing through report automation. Prompt report delivery to management utilizing SQL Server Management Studio, Power BI, Snowflake, or SQL Server Reporting Services.
• Ensures servicing requirements are accurately documented based on reviews of servicing cases, documentation, and client/employee feedback.
• Facilitates servicing scoping calls including managing critical path objectives to ensure all technology projects are delivered professionally.
• Manage, delegate department tasks and projects, to ensure servicing department needs are met within a reasonable timeline.
• Works with servicing leadership to ensure their department's projects are completed without major disruptions or failures of core functions.
• Manages the deployment of servicing platform code releases, ensuring no interruptions in data as well as providing input to the system provider offering ideas for consulting, training, and system enhancements.
• Monitors progress in KPI development and prompt delivery of monthly reports, improve efficiencies of the team by automation.
• Develop and create scripting methods, building script library to support reporting team and Servicing Management. Creates Business Requirement Document (BRD) and Product Replacement Document (PRD) to support a custom development request or system enhancement assigned for smaller development projects and or system configuration engagements.
• Participates in department hiring, promotion, and review process while managing, and improving support staff performance. Mentors staff by cross training, coaches and develops team to ensure we meet the needs of the company.
• Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
• Performs related responsibilities as required or assigned.

Location

Jenks, OK

Requirements

• Advanced knowledge of servicing policies, procedures, and best practice as well as all MSP and FIS products. Service Bureau and Website configuration, impact to customer workflow and services including integration partners/ product roadmap.
• Expert on demonstration of MSP and FIS navigation, workflow, items/imaging, reports and vendor integrations data check performance.
• Proficient in Microsoft as well as report writing utilizing SSMS/SSRS.
• Excellent analytical, management, communication, and interpersonal skills.
• Ability to see the big picture and to analyze objectives desired by leadership to support strategic needs of the business, and move towards those goals.
• Ability to articulate best practices in technologies. Ability to self-organize and manage simultaneous delivery of objects, supervise team members, providing coaching/growth.
• Exemplifies the Gateway Values: Growth Oriented, Make a Difference, "Get it Done" Attitude, Team Player, & Do the Right Thing.

• Bachelor's degree in business, finance, MIS or related field, OR equivalent years of work experience.
• 10 years mortgage loan servicing required or financial industry equivalent.
• MSP and FIS Software administration experience preferred.
• Experience using SharePoint, SQL, CRM, MS Word, and Case management practices. Project management and LoanServ automation experience preferred.
• Experience implementing enterprise software solutions for the mortgage industry preferred.

VP, Servicing Reporting & Automation SPECIAL JOB DIMENSIONS

Work requires working with highly sensitive or confidential information.

NOTE: The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day to day. Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.

Gateway First Bank provides equal employment opportunities to all persons without regard to membership in any group or category which is legally protected such as gender, race, age, national origin, religion, creed, color, disability, genetic information, sexual orientation, gender identity, veteran status, or any other characteristic protected by law. Equal Opportunity shall be present with respect to employment, upgrading, demotion, or transfer, recruitment or recruitment advertising, layoff to termination, rates of pay, other forms of compensation, and selection for training including apprenticeship, pre-apprenticeship, and/or on-the-job training.