Client Reporting Analyst jobs in United States
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Fay Servicing, LLC · 1 day ago

Client Reporting Analyst

Fay Servicing, LLC is a diversified real estate services company offering a complete range of home ownership products and services. They are seeking a Client Reporting Analyst to develop and maintain Power BI reports, ensuring data accuracy and providing actionable insights to support decision-making.

FinanceFinancial ServicesMortgageReal Estate

Responsibilities

Design, develop, and publish Power BI dashboards and reports tailored to business needs
Ensure data accuracy and consistency by integrating and transforming data from various sources
Review and optimize existing Power BI reports to improve efficiency and user experience
Establish and enforce report standardization protocols to ensure consistency across all deliverables
Analyze large datasets to extract actionable insights and trends
Collaborate with stakeholders to understand requirements and provide data-driven recommendations

Qualification

Power BIInvestor ReportingMortgage IndustryData AnalysisMS Office SuiteCommunication SkillsInterpersonal SkillsProblem-Solving SkillsTime ManagementAttention to Detail

Required

Bachelor's degree in Business or related field (or equivalent combination of years of experience with High School Diploma/GED) required
3+ years' experience in Investor Reporting or Investor Accounting required
2+ years' experience in the mortgage industry, including servicing, processing rules, and guidelines
Design, develop, and publish Power BI dashboards and reports tailored to business needs
Ensure data accuracy and consistency by integrating and transforming data from various sources
Review and optimize existing Power BI reports to improve efficiency and user experience
Establish and enforce report standardization protocols to ensure consistency across all deliverables
Analyze large datasets to extract actionable insights and trends
Collaborate with stakeholders to understand requirements and provide data-driven recommendations
Proven ability to work effectively in a fast-paced, deadline-driven environment
Strong skills in the MS Office Suite with advanced Excel skills for data compilation and analysis
Strong verbal and written communication skills
Strong interpersonal skills
Strong analytical skills
Strong problem-solving, data collection, analysis, and decision-making skills
Solid decision-making abilities coupled with sound judgment
Strong time management skills
Ability to prioritize numerous tasks and manage shifting priorities
Client-focused with strong execution skills and results orientation
High level of precision with attention to detail and consistency
Flexible, open to change, and able to learn new things quickly
Ability to work in a collaborative environment and provide guidance for working groups

Preferred

Familiarity with custodial account reconciliation and expected cash testing is preferred
Experience with Black Knight MSP preferred

Benefits

Medical, Dental, and Vision Insurance
Company Paid Life Insurance
Disability Insurance
Pet Insurance
401(k) Program with Employer Matching
3 Weeks Paid Time Off (PTO)
Paid Holidays
Wellness Initiatives
Employee Assistance Program
Eligible for Hybrid Work Schedule with Remote Flex Days

Company

Fay Servicing, LLC

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At Fay Servicing, we are committed to delivering comprehensive mortgage management solutions that serve both our borrowers and clients with care, efficiency, and expertise.

Funding

Current Stage
Late Stage

Leadership Team

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Josh Balson
SVP, Data Science
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Company data provided by crunchbase