Mortgage Services Reporting Analyst

Tysons Corner , Virginia
Jan 31, 2017
May 03, 2017
Full Time

PenFed is hiring a Mortgage Services Reporting Analyst in Tysons, VA . The primary purpose of this job is to assist in the design and development of departmental reports and systems, and ensure proper production and maintenance. This position will assist in the administration of the Secondary Marketing process and of the Fiserv /Progress database system.



Essential Functions

    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.
Education and Experience

Equivalent combination of education and experience is considered.

    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.
Supervisory Responsibility

    This position will not supervise employees.

Licenses and Certifications

    There are no additional certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.


Limited travel to various worksites is required.


Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is required to meet the following physical demands:

Physical Demand






























Bending, Stretching or Reaching










Talking on the phone, person-to-person & in group





Hearing on the phone, person-to-person & in group





Vision for near, mid-range, far, peripheral, depth and color





Use of computer





Use of telephone





Use of office equipment





Pushing/pulling/lifting/ carrying from 5 to 50 lbs.






About Us

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.