Data and Reporting Associate

Role Overview:

Self-Help is seeking a Data & Reporting Associate to join our Secondary Market team in Durham, NC. The Data and Reporting Associate will support the data needs of the Secondary Market team. This will include obtaining, importing, and validating data from multiple sources on loan payments, statuses and characteristics, producing and analyzing reports for accounting and management, and responding to data requests to support the team and the organization. The Data and Reporting Associate will communicate with parties both internal and external to the organization.

The Secondary Market team is responsible for a multi-million dollar home lending program to make home ownership possible for low and moderate income families through partnerships with lenders and Fannie Mae and Freddie Mac.

Essential Responsibilities:

• Collect and consolidate data and run data imports to update the team’s database. Research and resolve any import issues.
• Complete monthly processes for secondary market operations including reconciliations, transaction and data entry, and data updates.
• Conduct other routine data processes including ordering updated credit scores, providing data to partners, and providing regulatory data.
• Perform monthly data integrity and validation checks by conducting a series of queries and cross checks across various reports. Over time, acquire knowledge to make judgments regarding if results seem reasonable.
• Document workflow processes.
• Identify process improvements that will enhance current data management practices and processes.
• Produce routine reports for internal and external users, including management, accounting & finance, loss mitigation, property disposition, home lending, auditors, examiners, and regulators. Review reports to ensure accuracy.
• Respond to ad hoc data requests from Secondary Market team members and others across the organization.
• Create reports as needed for presentations, etc.
• Work with Data Operations Coordinator and Database Developer to improve process efficiencies and to develop operational infrastructure for new lender relationships, program changes, and system improvements.
• Work with servicers and vendors to accomplish monthly data exchange and importing of data into the Secondary Market database.
• Perform other duties as may be deemed necessary.

Credentials, Experience and Skills:

• Bachelor’s degree or equivalent relevant experience, plus two (2) years of relevant work experience.
• Proficiency in Excel required.
• Experience with developing reports, manipulating data and databases preferred.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Preference for working in organizations that place priority on teamwork and collaboration
• Strong written and verbal communication skills.
• Excellent interpersonal skills.
• Strong process orientation and ability to effectively plan, organize and prioritize work.
• Ability to juggle multiple projects and work independently to meet goals and objectives.
• Ability to analyze data, identify trends, and areas requiring further exploration.
• Highly proficient with data manipulation and spreadsheets, including Excel.
• Proficient in Microsoft Office Suite.
• Familiarity with mortgage lending preferred.
• Ability and willingness to work beyond normal work hours, as needed.