Responsibilities
- Conduct routine partner and lender engagements to understand workflows and use of services
- Perform account reconciliations by gathering data and analyzing for any anomalies
- Review financial data, transactions, and processes to pinpoint areas of potential revenue leakage or loss
- Provide concise analysis and findings regarding compliance with agreements
- Collaborate with internal teams to remediate any findings and issue new or amended contracts
- Develop relationships with various internal stakeholders and external customers to promote and support the advancement of the Business & IP Management program
- Identify and implement process improvement enhancements across internal workflows
- Document and analyze use cases and associated systems/applications
- Responsible for ensuring the accuracy and consistency of data in internal systems and processes
- Participate in management initiatives and ad-hoc special projects
Knowledge and Experience
- Bachelor’s degree is required
- Experience extracting and analyzing large datasets using Excel and Tableau
- Advanced proficiency with MS Office Suite
- Excellent written and verbal communication skills
- 4+ years of data and licensing experience within a mortgage software provider and/or financial institution is preferred
- Proficiency in negotiating commercial agreements
- Familiarity with mortgage data and the loan underwriting process
- Relationship management experience a plus
