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The Mortgage Reporting Analyst is responsible for providing quantitative and data-driven financial analysis & modeling to support our Mortgage Residential line of business and other areas of interest in Residential Lending. The position provides ample opportunity to work cross-functionally within Residential The Analyst’s combination of finance, technical and analytical skills in conjunction with experience mortgage analytics, Incentive plan and will contribute to the success of the bank.


Responsibilities for Reporting Analyst:

  • Design business analysis and data recording systems for use throughout the department
  • Maintain databases and perform updates as necessary to ensure accuracy
  • Regularly examine data reports to locate and resolve mistakes throughout
  • Accurately analyze and collect data for various types of business reports
  • Create business reports that provide insight into key data points
  • Communicate the results of data analysis in written and verbal form to managers
  • Monitor data to identify changes in financial and business trends


  • 2-4 years of experience as a financial or business analyst
  • Experience in data analysis programs
  • Analytical skills that allow for the development of data-driven reports
  • Demonstrated ability to manage time and prioritize projects to meet deadlines
  • Ability to use SQL and Microsoft Excel to create pivot tables, graphs and charts
  • Strong written and verbal communication skills to effectively relate data to coworkers
  • Excellent critical thinking skills to help solve business problems and make decisions
  • Tendency to pay close attention to small details that could impact results
  • General knowledge of business operations, objectives, strategies, process and information flow


  • Bachelor’s Degree in Business, Finance or related field required