Treasury Operations Analyst
Primary Function:
The Treasury Operations Analyst completes a wide variety of tasks to support the originations and sales of mortgage loans. The Analyst also works closely with multiple internal and external teams providing support for the process.
Responsibilities:
- Create and submit data files to external parties within the banking wire cutoff time.
- Process settlements by communicating to external parties and documenting for intrenal processes.
- Create daily reports used for internal tracking and reconciliation.
- Answer general questions and escalate to other departments (as warranted)
- Act as the liaison between internal/external business partners to ensure all loans are completed in a timely manner.
- Provide support for team-wide projects through research, idea generation, development and execution
- Maintain Process, Policy, and Procedures for the Treasury Operations Team
Education and Experience Requirements
- 2 or 4 year degree - emphasis in finance, economics, or a related field preferred.
- Experience in mortgage funding/closing environment or operational team preferred but not required
Knowledge, Skill, and Ability Requirements
- Ability to work independently with minimal supervision.
- Ability to multi-task and adapt quickly to change.
- Excellent oral, written, listening, and organizational skills
- Detail-oriented with efficient focus on work activities.
- Strong sense of responsibility for completing work quickly and accurately
- Ability to handle faster-than-average pace of activities
- Careful decision-making skill with ability to avoid mistakes
- Must work well in a team environment and as an individual contributor