Year End Analyst

The Year End Analyst will be responsible for researching and managing changes to yearend reporting guidelines. The Year End Analyst will review all exceptions and partner with other business units to map reporting triggers, create controls, clear exceptions, and ensure accurate reporting. The Year End Analyst will also drive process improvement to eliminate manual intervention and extensive loan level reviews, while ensuring the integrity of delinquency reporting data.
The Year End Analyst will help the department to ensure the IRS, states, and customers receive accurate and timely tax reporting information. The Year End Analyst is a subject matter expert and is able to make critical reporting decisions without direct oversight. Management of daily, weekly, and monthly work that drives tax reporting through various methods of communication is an important component of this role.

Responsibilities:

• Responsible for managing timely and accurate reporting to customers, the IRS, and states, in accordance with their guidelines
• Responsible for partnering with other business units to ensure the accuracy of information reported to the customer, IRS and states
• Establish and foster a work culture at all levels within the operation, which is positive, collaborative, respectful, optimistic, and capable of driving long term operational sustainability
• Work with management to develop and implement new or revised processes, controls, and guidelines
• Identify gaps, perform research, and resolve issues with various potential outcomes
• Define control criteria that can improve processes and mitigate risk
• Ensure all policies and procedures reflect the actual processing within the area
• Gather any internal or external audit request materials
• Communicates any trends and/or problems and recommended solutions to management
• Ability to concisely communicate operational procedures internally and externally
• May lead or assist in the completion of special projects
• Perform all duties in accordance with RoundPoint Mortgage Servicing policies and procedures, investor requirements, and all state and federal regulations

Qualifications:

• Four or more years’ mortgage servicing experience preferred, with one or more years in default servicing or cash, and at least two years yearend reporting experience
• Bachelor’s degree or equivalent mortgage servicing experience
• Excellent analytical, interpersonal, written and oral communication skills
• Excellent PC skills and full knowledge of MS Office products
• Excellent Excel skills (VLOOKUPs and formulas)
• ICE/BlackKnight/MSP experience
• Passport experience
• Demonstrated critical thinking, organizational, and problem-solving skills
• Able to handle complex tasks independently
• Ability to grasp “big picture” understanding of job function
• Demonstrated ability to identify, research, and resolve risks
• Customer service, team, and goal oriented with a positive attitude toward work and others
• Must be able to work within deadlines and under pressure
• Understanding of business analytics with the ability to define control reporting requirements

Physical Demands & Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their role.

• Ability to communicate effectively through speech and hearing, both in-person and over the phone.
• The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
• Remaining in a stationary position for extended periods, frequently sitting but occasionally involving standing or walking short distances; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
• Regular use of hands and fingers for tasks like keyboarding, operating office equipment, and filing documents.
• Ability to lift and move objects weighing up to 10 pounds, and potentially up to 20 pounds occasionally.
• Ability to observe details at close range, such as viewing a computer screen, reviewing documents, and performing data analysis.
• The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.

About RoundPoint Mortgage Servicing LLC
RoundPoint Mortgage Servicing LLC is a fully integrated, non-bank mortgage company, with a subservicing portfolio of approximately 900,000 loans. In 2023, RoundPoint was acquired by Two Harbors Investment Corp. (NYSE: TWO), reaffirming its commitment to MSR as core and essential to our business strategy and our future. A combined Two Harbors and RoundPoint capitalizes on the strengths of both companies, adding significant value for stakeholders through operational and cost efficiencies, as well as the ability to participate more fully in the mortgage finance space as opportunities arise.
Founded in 2009, Two Harbors has grown into a leading publicly traded residential mortgage real estate investment trust (mortgage REIT). We leverage our core competencies of understanding and managing interest rate and prepayment risk to invest in our Agency residential mortgage-backed securities (RMBS) and mortgage servicing rights (MSR) portfolio, with the objective of delivering attractive risk-adjusted returns to our stockholders.

Location

• Fort Mill, SC
• Coppell, TX

Employee Status

• Exempt

Travel

• None