Advance & Expense Management Analyst (On-site)

Posted 2 Days Ago
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Coppell, TX
Senior level
Financial Services
The Role
The Advance Oversight Analyst analyzes complex data to identify risks and compliance issues in mortgage processes. Responsibilities include ensuring the accuracy of financial records, resolving discrepancies, tracking compliance, and optimizing business processes through collaboration and data-driven improvements.
Summary Generated by Built In

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

Primary FunctionThe Advance Oversight Analyst is a highly skilled professional who deeply analyzes complex data across various business functions to identify potential risks, compliance issues, and operational inefficiencies, providing in-depth insights and actionable recommendations to management, often with a focus on proactive risk mitigation and continuous improvement strategies, utilizing advanced analytical tools and methodologies.

Essential Job Functions:

  • Ensure the accuracy and integrity of financial records by reconciling account balances.
  • Analyze and resolve discrepancies in financial records and report any unusual findings to management.
  • Develop and maintain a system for tracking and resolving discrepancies, and ensuring compliance with accounting standards.
  • Collect, analyze, and interpret mortgage loan data to generate reports that assess loan performance, identify trends, and ensure compliance with regulatory requirements.
  • Analyze, design, implement, and monitor business processes within the organization to identify inefficiencies and optimize operations, ensuring smooth workflows and achieving strategic goals by making data-driven improvements and collaborating with various departments to streamline procedures and maximize productivity.

Qualifications/ Requirements:

  • College degree preferred in business or finance
  • 5 years mortgage experience required
  • Strong analytical and problem-solving skills
  • Advanced skills in MS Word, Excel and PowerPoint. Role requires an understanding of systems and their application to advance the efficiency of operation
  • Excellent communication and collaboration abilities
  • Project management skills to manage process improvement initiatives
  • Expertise in data analysis and reporting
  • Understanding of business processes and workflow design
  • Proficiency in process modeling tools and software
  • Ability to manage change effectively
  • Ability to work in a fast-paced environment with a positive attitude; team player
  • Knowledge of relevant industry standards and regulations
  • Compliance orientation; strong attention to detail; high quality of work product
  • Ability to prioritize, and organize time and resources to consistently bring projects to successful completion
  • Strong interpersonal skills with the ability to develop and maintain effective relationships across the organization to influence and drive required results

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

  • Medical, dental, and vision insurance

  • Health Savings Account with employer contribution

  • 401(k) Retirement plan with employer match

  • Paid Maternity Leave/Parental Bonding Leave

  • Pet insurance

  • Adoption Assistance

  • Tuition reimbursement

  • Employee Loan Program

  • The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

Newrez NOW:

  • Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more

  • 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice

  • Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

  • Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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CA Notice at Collection

Top Skills

Excel
Ms Powerpoint
Ms Word
The Company
HQ: Fort Washington, PA
1,575 Employees
On-site Workplace

What We Do

Newrez LLC (Newrez) is a leading nationwide mortgage lender and servicer. As a lender, Newrez focuses on offering a breadth of industry-leading products, supported by a loan process that blends both human interaction and the benefits of technology into an unparalleled customer experience. Founded in 2008 and licensed to lend in 50 states, Newrez is headquartered in Fort Washington, Pennsylvania and operates multiple lending channels, including Correspondent Lending, Wholesale, Direct-to-Consumer, Retail, and a network of joint venture partners. Newrez’s servicing business consists of its performing loan servicing division, Newrez Servicing, and its special servicing division, Shellpoint Mortgage Servicing. Newrez also has several affiliates that perform various services in the mortgage and real estate industries. These include Avenue 365 Lender Services, LLC, a title agency, and E Street Appraisal Management LLC, an appraisal management company. Newrez is member of the New Residential Investment Corp. family. More information is available at www.newrez.com.


© 2022 Newrez LLC {f/k/a New Penn Financial, LLC}. All Rights Reserved. {Doing business as Newrez Mortgage in the states of Arkansas and Texas}. {Website approval pending with the New York Department of Financial Services.} This communication does not constitute a commitment to lend or the guarantee of a specified interest rate. All loan programs and availability of cash proceeds are subject to credit, underwriting and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply. Newrez LLC, 1100 Virginia Drive, Suite 125, Fort Washington, PA 19034. Corp NMLS#: 3013 (www.nmlsconsumeraccess.org). Additional licenses available at www.newrez.com. Equal Housing Opportunity.

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