Data & Reporting Analyst- Mortgage jobs in United States
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Citizens · 1 month ago

Data & Reporting Analyst- Mortgage

Citizens is a financial institution seeking a Data & Reporting Analyst for their Mortgage division. The role involves financial reporting, planning, and analysis to support business management, ensuring adequate controls and timely reporting.

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Responsibilities

Responsible for financial reporting, planning and analysis for a specific business unit, division or product
Supports the business by providing financial reporting and analysis to aid business management and gives guidance and advice on accounting issues and the financial implications of business trends
Responsibilities typically include ensuring adequacy of controls, P&L and Balance Sheet reporting, and reconciliations
Product control functions will also have responsibility for inventory pricing and mark review and will liaise with other business and infrastructure areas to resolve issues
Also covers incumbents responsible for managing the controlling firm's needs with respect to risk by ensuring that adequate controls, risk reporting and analysis processes are in place
This position requires the application of various complex methods, procedures, and knowledge of the business unit's product(s) and system application(s)
Primary focus is on execution within defined parameters, with some expansion based on developing capabilities and or experiences, in partnership with more experienced staff
Performs routine, complex analytical review of data and/or documentation which may include customer data and/or Review for fraud/risk activities and/or perform moderately complex analysis to identify and resolve process level issues
May perform ad hoc analysis and reporting and collaborate with management and/or project team stakeholders
Ensure the consistent and timely production of management and exception reporting as well as analysis of data for executive management
Prepare and analyze complex data while also resolving data issues and discrepancies for reporting

Qualification

SASSQLFinancial reportingData analysisTableauPythonMortgage ServicingRisk managementAnalytical skillsIndustry best practicesCommunication skillsAttention to detailProject management

Required

Bachelor's Degree in Finance, Accounting, Economics, Business Administration, Data Analytics, or a related field
Proficiency in SAS and SQL for data extraction, transformation, and analysis, with the ability to write complex queries and automate reporting processes
Strong understanding of financial reporting principles, including P&L, balance sheet, reconciliations, and internal controls
Excellent analytical and problem-solving skills, with the ability to interpret complex data sets and provide actionable insights
Strong communication skills, both written and verbal, to effectively collaborate with cross-functional teams and present findings to senior leadership
Attention to detail and accuracy, especially in high-stakes reporting environments

Preferred

Experience with Tableau or other data visualization tools to create dashboards and visual reports that support business decision-making
Working knowledge of Python, particularly for data manipulation, statistical analysis, and automation of reporting tasks
Background in the Mortgage Servicing industry, with familiarity in servicing operations, regulatory requirements, and risk management practices
Understanding of risk and control frameworks, including the ability to assess and implement adequate controls and ensure compliance with internal and external standards
Project management experience, including leading cross-functional initiatives, process improvement efforts, and vendor relationship management
Knowledge of industry best practices, competitive landscape, and how financial analysis supports strategic business positioning

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Company data provided by crunchbase