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Location
Fort Mill, SC, United States
Posted on
Jun 02, 2023
Profile
Position Summary:
The Data Analyst – Loan Boarding will be responsible for day-to-day production, maintenance, and development of the loan onboarding process and data solutions at RoundPoint. This role will focus on understanding business processes and data, interpreting client requirements and specifications, and developing meaningful analyses and reports to drive business decisions. Qualified candidates will have a proven background performing data mining, analysis, and reporting.
Working Relationships:
The Data Analyst – Loan Boarding role reports to the Loan Boarding Manager in the Loan Administration department. This role works closely with members of the Loan Boarding and Loan Administration teams and other internal stakeholders to fulfill client and investor inquiries.
Primary Responsibilities:
Interpret client requirements into actionable specifications
Mine, analyze, and interpret data from multiple sources
Create import and export maps from external data sources
Develop data validation rules to ensure quality data
Create Visual Basic scripts to manage external data
Perform tests for validity, reasonableness, and accuracy through standard methods and application of specific subject-area knowledge
Troubleshoot data inconsistencies
Perform regular maintenance and testing on production reports and dashboards
Provide ad-hoc reporting and analysis services as required to meet business needs
Qualifications
The right candidate will be flexible, action and results oriented, self-starting, have strong analytical skills, and be comfortable with a Microsoft Excel-driven environment. He or she must have a proven track record in analyzing and compiling data from multiple sources as well as creating reports for an executive management audience.
Required
Two years of recent experience as a data analyst, report developer, or another related title in a financial or banking environment
Experience creating and maintaining dashboards for KPI metrics and other performance measurables, preferred
Strong proficiency with the Microsoft Office Suite package including an expert knowledge of Excel
Two to three years of recent experience with Visual Basic or similar programming languages
Bachelor’s Degree in Computer Science, Mathematics, or Business Administration
Desired
Demonstrated ability to effectively communicate with both internal and external customers, peers, and management
Ability to adapt to new, changing technologies used in day-to-day production tasks.
RoundPoint’s Employee Value Proposition:
A team where quality is required, hard work is rewarded, and wins happen.
Our mission is to serve our homeowners and all of their homeownership needs. We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth. We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work! That’s why we hire individuals who share our core values: Energy, Ethics, Execution, Everyone, and Earn it!
As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community! Our secret sauce is our mantra, All In. All Win. Together, we can achieve great things!
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:
The employee is regularly required to talk or hear.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.
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