You are viewing a preview of this job. Log in or register to view more details about this job.

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