What are the responsibilities and job description for the Data and Reporting Associate position at Self-Help External?
WHO We Are:
Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high quality schools to grocery stores selling fresh foods resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans, to working with partners to demand that lawmakers change unjust policies.
We are seeking a Data and Reporting Associate to join our team!
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.
WHAT You'll DO:
- 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 2 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.
WHAT You’ll NEED:
- 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.
- Ability to demonstrate Self-Help's Core Values:
- Mission Before Self
- Service With Excellence
- Embracing & Promoting Change
- Results Not Credit
- Diversity as a Strength
- Financial Sustainability for Mission Impact
If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all – THIS is the place for you! Click the “apply now” button to apply!
Compensation:
Competitive nonprofit compensation, based on experience, plus a generous benefits package.
Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.