Summary

The Data Services Analyst is responsible for supporting internal data needs across the organization. This includes generating ad hoc reports, managing data scrubs for letter campaigns, maintaining cash flow pipeline reports, onboarding client accounts, and resolving data-related issues in the systems of record. This role plays a key part in enabling accurate, data-driven decision-making and operational efficiency.

Essential Functions

• Develop and maintain the company’s pipeline report to help project cash flow and support financial forecasting
• Leverage a deep understanding of the company’s business model and database structure to extract data using Microsoft SQL and generate ad hoc reports for senior leadership
• Perform data mining using Microsoft SQL to support strategic initiatives, including optimizing the effectiveness of letter campaigns
• Manage data workflows related to outsourced and in-house letter generation, including system letters, compliance letter and campaign letters ensuring accuracy and timeliness
• Learn and interpret loan terms and conditions—including both mortgage and consumer loans—in order to validate and troubleshoot data across systems
• Understand the structure and functionality of the company's systems of record to ensure seamless onboarding of new accounts received from clients
• Identify and resolve data discrepancies or issues across systems by aligning technical data structures with operational needs
• Manage tasks independently, prioritize effectively, and find solutions without constant oversight

Qualifications and Skills

• Bachelor’s degree or equivalent related work experience required
• Experience working with Microsoft Office Suite (Word, Excel and Outlook) required
• Minimum 1 years of experience in Financial Services or related work experience
• Minimum 1 years of experience in Microsoft SQL server database software
• Some Crystal Report experience is preferred
• Strong foundation in finance principles and practices is essential
• Strong research, analytical, and problem-solving skills
• Excellent critical thinking and decision-making abilities
• Detail-oriented and self-motivated with the ability to manage multiple priorities in a fast-paced environment
• Professional and articulate communication skills (written and verbal)
• Must successfully pass a comprehensive background check per client requirements
• Must be authorized to work permanently in the United States (Sponsorship is not available now or in the future)

Work Environment

This job operates in a hybrid setting, splitting time between professional office environment and remote home office set up. In both scenarios, this role routinely uses standard office equipment, including electronic keyboard, mouse, and telephone.

•  Office Call Center: When in the office, the environment is a typical call center within a professional office setting. This includes working alongside other team members in a structured setting, which may involve background noise and the necessity for cooperative and coordinated team interactions.
• Remote Home Office: When working remotely, the employee is expected to maintain a dedicated and quiet workspace free from distractions, mirroring the professional standards of the call center environment. Employees must ensure a reliable internet connection and the capability to securely access company systems.

Both environments require the ability to maintain high productivity and consistent communication standards. The company may provide specific guidelines on the home office setup to ensure compliance with security and performance requirements.

Physical Demands

The physical demands listed here are representative of those that must be met by an employee to successfully perform the essential functions of this role. This position is primarily office based and extensively involves telecommunications. 

• Voice Clarity and Communication: Regular use of a clear, articulate, and professional speaking voice essential for effective customer communication. This role requires continuous verbal interactions, making the ability to speak clearly and intelligibly a fundamental job requirement.
• Prolonged Sedentary Work: Employees will typically spend extended periods seated, engaging in telephone conversations and computer work. Comfort with prolonged sitting and screen use is necessary.
• Repetitive Hand and Wrist Motions: Frequent use of hands and wrists for typing and navigating computer systems is required.
• Occasional Lifting: Employees might need to lift and handle office supplies up to 20 pounds occasionally.

These requirements are considered essential for the performance of this job’s duties. In cases of medical limitations affecting these abilities, the necessity of performing these essential functions will be a consideration in evaluating reasonable accommodations and determining the appropriateness of medical certification for return to work.

Position Type/Expected Hours of Work

This is a full-time position; extended work hours and/or overtime may be required as dictated and/or approved by management and business needs.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.