Year-End Reporting & Controls Analyst

TWO; South Carolina; On-site; USD 60,000 - 85,000; Full time

Job summary

TWO is seeking a Year End Analyst in Fort Mill, SC to research and manage changes to yearend reporting guidelines and review exceptions. You will map reporting triggers, create controls, clear exceptions, and drive improvements to reduce manual intervention and extensive loan level reviews.

Ensure accurate reporting to IRS, states, and customers. You will help ensure timely tax reporting information and act as a subject matter expert, making critical reporting decisions with minimal oversight.

Qualifications

• Four or more years’ mortgage servicing experience preferred, with one or more years in default servicing or cash, and at least two years yearend reporting experience
• Bachelor’s degree or equivalent mortgage servicing experience
• Excellent analytical, interpersonal, written and oral communication skills
• Excellent PC skills and full knowledge of MS Office products
• Excellent Excel skills (VLOOKUPs and formulas)
• ICE/BlackKnight/MSP experience
• Demonstrated critical thinking, organizational, and problem-solving skills
• Able to handle complex tasks independently
• Ability to grasp “big picture” understanding of job function
• Demonstrated ability to identify, research, and resolve risks
• Customer service, team, and goal oriented with a positive attitude toward work and others
• Must be able to work within deadlines and under pressure
• Understanding of business analytics with the ability to define control reporting requirements

Responsibilities

• Responsible for managing timely and accurate reporting to customers, the IRS, and states, in accordance with their guidelines
• Partner with other business units to ensure the accuracy of information reported to the customer, IRS and states
• Establish and foster a work culture that is positive, collaborative, respectful, optimistic, and capable of driving long term operational sustainability
• Develop and implement new or revised processes, controls, and guidelines
• Identify gaps, perform research, and resolve issues with various potential outcomes
• Define control criteria that can improve processes and mitigate risk
• Ensure all policies and procedures reflect the actual processing within the area
• Gather any internal or external audit request materials
• Communicate trends and/or problems and recommended solutions to management
• Concisely communicate operational procedures internally and externally
• May lead or assist in the completion of special projects
• Perform all duties in accordance with RoundPoint Mortgage Servicing policies and procedures, investor requirements, and all state and federal regulations

Skills

Analytical skills

Interpersonal skills

Written communication

Oral communication

Problem solving

Deadline-driven

Education

Bachelor’s degree or equivalent mortgage servicing experience

Tools

MS Office

Excel (VLOOKUPs & formulas)

ICE/BlackKnight/MSP

Job description

TWO is seeking a Year End Analyst in Fort Mill, SC to research and manage changes to yearend reporting guidelines and review exceptions. You will map reporting triggers, create controls, clear exceptions, and drive improvements to reduce manual intervention and extensive loan level reviews.

Ensure accurate reporting to IRS, states, and customers. You will help ensure timely tax reporting information and act as a subject matter expert, making critical reporting decisions with minimal oversight.