Servicing Analyst Job Description
Servicing analyst
provides standard and approved software (operating systems and standard office applications) support and the remote management of desktop devices using appropriate tools).
Servicing Analyst Duties & Responsibilities
To write an effective servicing analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included servicing analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Prepare to develop comprehensive product and market excellence in global Asset Servicing across Equity and Fixed Income products with the shared goal of providing client experience excellence
Communicate closely with internal counterparties such as Middle Office, Legal, Tax, Controllers
Communicate closely with internal counterparties such as Trade desk, Controllers, Asset Management
Communicate closely with internal counterparties such as Revenue Desk, Legal, Compliance, Controllers
Maintenance of databases and produces routine and ad hoc reports
Produce accurate reports and analysis within service levels
Verbatim review and coding to identify key themes
Provides insights on trends and statistics related to customer feedback
Identifies areas of opportunity to improve the customer experience
Quantify solutions to determine amount of improvement in key performance indicators
Servicing Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Servicing Analyst
List any licenses or certifications required by the position: ACCA, IAQ/IOC, CPA, CFCI, CFE, CBAP, SII/CISI, PMP, JD, CRCM
Education for Servicing Analyst
Typically a job would require a certain level of education.
Employers hiring for the servicing analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Accounting, Education, Economics, Real Estate, Statistics, Management, Business/Administration, Financial Services
Skills for Servicing Analyst
Desired skills for servicing analyst include:
Departmental systems and applications
Standard desktop applications used by the business unit
Excel
Standard desktop applications and department systems and applications – Good
Available technology capabilities and how and where to deploy them
Derivatives
MS office applications
Microsoft Office
Equity
Fixed Income
Desired experience for servicing analyst includes:
Monitor CSAT sample and survey volumes
Compile monthly scorecards/reporting on key customer satisfaction metrics
Knowledge of mortgage banking servicing systems helpful
Experience with Cognos, Essbase, Toad, SQL preferred
Bachelor’s degree in Information Systems, Business or, related profession is preferred
Proficient in Crystal Reports inclusive of designing and generating reporting for Senior Managers is preferable
Servicing Analyst Examples
1
Servicing Analyst Job Description
Job Description Example
Our growing company is hiring for a servicing analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for servicing analyst
- Monitor quality findings and their resolution with the vendor
- Gather and review data in various areas of loan servicing with the focus to verify quality assurance
- Perform regular reviews of loan servicing operational processes and adherence to company policy and procedures
- Monitor and respond to customer’s complaints, disputes and inquiries
- Monitor customer interactions for adherence to company policy and procedures
- Provide reports to management of audit results
- Monitor calls within various areas of loan servicing for quality assurance
- Continue to learn and become familiar with standard procedures within the company, and industry in general as it pertains to the quality assurance of complying with both regulatory and company policy
- Produce condensed reports from various GOLF reports already available
- Gain a comprehensive understanding of the bank loan business through the servicing of a portfolio of syndicated corporate bank debt
Qualifications for servicing analyst
- Ability to manage HTML design, creation and editing through Dreamweaver
- Strong understanding of Control and Change Management procedures
- Management and reconciliation of asset servicing events, including cash dividends, interest, redemptions, mergers, bankruptcies, and other event types across equities, corporate debt, government debt, and asset backed securities within the EMEA and Americas markets
- Interact (extensively) with depositories, paying agents, regional offices, clients, and other banks and brokers
- Work closely with Global Control to ensure all breaks with external parties are resolved in a timely manner
- Coordinate with project and IT teams on continuous improvement of both systems and operational processes/controls
2
Servicing Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a servicing analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for servicing analyst
- Enhance your industry knowledge through settlement of complex loan trades
- Cultivate your problem solving skills through managing and reviewing complex legal documents pertaining to the syndicated bank loan portfolio
- Build your communication skills through daily interactions with multiple business counterparts
- Showcase your ability function as a team player in a highly collaborative environment while working closely with internal counterparts such as the Business Groups, Middle Office, Legal, Tax, Controllers
- Handles the monitoring and reporting of flood insurance for all collateral properties for which flood insurance is required
- Determines process needed to complete complex transactions
- Processes current tickler events that may require transactions or maintenance to the appropriate loan
- Gather, scrub and analysis data
- Build, maintain and produce operational reports and dashboards
- Develop and measure productivity and process performance metrics
Qualifications for servicing analyst
- A good working knowledge of databases
- Facilitate communication across multiple areas within the firm
- Tax experience a plus
- Highly detail-oriented with advanced organizational skills
- Proactive person who demonstrates initiative
- Background in communication, marketing, training, and/or education, a plus
3
Servicing Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a servicing analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for servicing analyst
- Identify trends and opportunities in the data to assist the business in initiating process improvements
- Enhance existing reporting to bring meaning to functional areas within consumer loan servicing operations
- Collaborate with servicing functions to provide timely and insightful reporting
- Create, analyze and recommend course of action for activity based costing
- Perform general ledges and operating account reconciliation
- Ad hoc reporting and analysis for key internal & external stakeholders including risk, regulatory, and third-party investors
- Determines the additional tasks needed to complete the complex transactions and processes all levels and aspects of maintenance and transaction requests to both the Lead Note and to the Participation notes in AS400
- Accurately investigates and corrects problems
- Lead requirements phase of project
- Responsible for documenting business requirements working with business partners to ensure their needs and wants related to the project objectives are addressed
Qualifications for servicing analyst
- Ability to multi-task inAt our company, we have been helping our customers and communities for over 195 years
- 3+ years of Mortgage Banking
- 1-3 years of experience in bank reconciliation, loan servicing, and/or real estate loan or property management experience mostly preferred
- Familiarity with commercial insurance
- Bachelor's degree strongly preferred, however will accept three years of relevant business experience in lieu of degree
- Minimum 2-3 years experience in Operations, preferably in an Account Opening
4
Servicing Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of servicing analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for servicing analyst
- Process monthly remittances received from external servicers
- Settle trades and coordinate funds payment / receipt
- Communicate with external servicers
- Communicate closely with internal counterparties such as Desks, Legal, Compliance, Controllers, etc…
- Support the Residential Mortgage Trading, Commercial Real Estate, Structured Loan business through the back-office servicing of a portfolio of warehouse/structured finance, par or distressed loan positions
- Coordinate approvals and review of due diligence materials by functional areas, including loan underwriting, engineering, environmental, tax and insurance
- Determine monthly settlement amount to be wired to each investor, through interpreting and validating contractual agreements, running and reviewing settlement reports, and gathering and interpreting information about the deal structure from other departments
- Perform monthly reviews under the direction of the Servicing Q.C
- Keep apprised of changes to investor and regulatory requirements and update Q.C
- Assist in issuing quarterly and monthly Q.C
Qualifications for servicing analyst
- IRS tax forms experience preferable
- Bachelor’s degree with a minimum of one to three years of experience in financial services
- Financial or quantitative educational background
- Minimum of 5 years of industry experience plus 2 years of management experience
- Familiarity with APAC markets
- Functional / Industry Knowledge is preferred, specifically Income processing
5
Servicing Analyst Job Description
Job Description Example
Our growing company is looking for a servicing analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for servicing analyst
- Utilize insights to design servicing pilots in order to analyze the results and determine future recommendations
- Support ad-hoc projects from GSN leadership that help to deliver against priorities
- Supporting the GSN month End reporting process
- Supporting the GSN planning process
- Meeting control & compliance, regulatory, tax, audit, and legal entity requirements
- Providing adhoc analysis for Sr
- Validating GL / Oracle information
- Liaising with Controllership, Tax, and banking support groups
- Responsible for developing strong organizational relationships with both internal and external business partners
- Assist the Board Service Manager with the administration of the board servicing aspects for a small portfolio of Guernsey and non-Guernsey, listed and unlisted, entities with a certain level of supervision
Qualifications for servicing analyst
- Attention to detail and ability to handle large amounts of data
- Experience working with compliance programs, policies and procedures
- Experience working with compliance-related information systems
- Minimum 3 years experience in business process improvement or system analysis and design with specific experience in Mortgage Banking/Financial Services applications required
- Proven track record of project delivery with Agile methodology experience a plus
- Experience with Mortgage Servicing Package (MSP) or similar industry standard loan servicing platform preferred