Mortgage Services Reporting Analyst
Update and maintain departmental ad hoc and scheduled reports for the mortgage origination system, the PFCU Data Warehouse and Departmental databases while ensuring that they are distributed in a timely manner.
Provide input and technical support for the design and development of database systems, including input screen’s, documentation, graphs and charts which are used to manage accounts and produce reports involving information from various PenFed departments and vendors.
Work with senior personnel to design and create reports to monitor and measure key business processes on a regular basis. Learn to identify key trends, emerging opportunities and risks in the business process by working with Senior Analysts and mentors.
Develop and administer quality control reporting in order to monitor departmental activity and maintain accuracy for all Mortgage documents and data.
Assist in monitoring the Home Disclosure Act (HMDA) using 3rd Party software to ensure accuracy of data input. Prepare yearly reports for management once the federal government issues their final disclosure and aggregate data.
Contribute to the administration of the Secondary Marketing program, including creating and maintaining bid and pipeline management reports, coordinating with PFCU and outside personnel, and balancing sales reports. Assist with the processing and accurate input of information into Unifi and the FNMA Delivery system, and transmit data for specific sales.
Balance month-end computer files from outside vendors for First Mortgages and coordinate with Mortgage Servicing, Financial Accounting, Financial Analysis, Marketing, Credit Department and Internal Audit to ensure that all accounts involving PFCU and the vendors are properly handled and credited.
Bachelor’s Degree in business or a related field is required.
Minimum of six (6) months’ of experience in reporting, analytics, accounting, mortgages or project management is preferred.
Experience with SAS, Crystal, Motivity/Movation, business intelligence tools and SQL is preferred.
This position will not supervise employees.
There are no additional certifications required.
Bending, Stretching or Reaching
Talking on the phone, person-to-person & in group
XHearing on the phone, person-to-person & in group
XVision for near, mid-range, far, peripheral, depth and color
XUse of computer
XUse of telephone
XUse of office equipment
XPushing/pulling/lifting/ carrying from 5 to 50 lbs.
Founded in 1935, and still growing, we began as the War Department Federal Credit Union. Today, PenFed is one of the country’s strongest and most stable financial institutions with over 1.5 million members and over $21 billion in assets. We serve members in all 50 states and the District of Columbia, as well as on military bases in Guam, Puerto Rico and Okinawa.
Our mission isn’t simply to help our members get by. We exist to help them realize every ounce of their potential. We exist to educate, and to encourage. We exist to usher their dreams into the land of reality.
We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.Equal Employment Opportunity PenFed will maintain and observe personnel policies which will prohibit discrimination or harassment against a person because of race, color, creed, age, sex, gender, religion, national origin, ancestry, genetic information, military or veteran status or obligation, the presence of a physical and/or mental disability and all other statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 703-838-1568.