Overview This position supports the analytical efforts of the MSR Transaction Management and Collateral teams to improve the MSR operational processes. The MSR Operations Analyst will be responsible for managing operatio…
Skills: SQL, Data Analysis, Data Integrity, Reconciliation, Microsoft Excel
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H&R Block
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Private Client Banker - Village of Merrick Park - Coral Gables, FL
Coral Gables, Florida, United States · On-site
Mid level$1.6B raised
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Contract
bachelor degree, postgraduate degree
Posted 32d ago
Apply by Aug 10
~40 hrs/week
Responsibilities
The Operations Analyst will manage and reconcile collateral and loan-level data to ensure integrity and operational reliability. They are responsible for developing SQL-based repositories, automating reporting dashboards, and implementing data-driven process improvements.
Requirements
Candidates should hold a Bachelor's or MBA degree and possess 1+ years of experience in an analytical or reporting environment. Proficiency in Microsoft Office, specifically Excel and Access, along with experience in SQL Server Management Studio is required.
Full job description
Overview
This position supports the analytical efforts of the MSR Transaction Management and Collateral teams to improve the MSR operational processes. The MSR Operations Analyst will be responsible for managing operations data from multiple clients and platforms, including supporting initiatives for data integrity and normalization. Supports the collateral team in integrating data required to manage and report on custodial feeds, pool issuance reports and internal data repositories. Responsible for conducting research and analysis on collateral data and reporting to respective teams and management. Supports the transaction team in reconciling new loan data and performing edit checks to ensure data integrity in database. Will require the ability to build database tables and create SQL queries to support operational improvement. The pay range for this position is $70k-$80k.
Responsibilities
· Develop and maintain a centralized sql-based data repository supporting collateral management and pool certification activities, ensuring data integrity, governance, and audit readiness.
· Lead data quality, reconciliation, and consolidation efforts for loan-level datasets to ensure reporting accuracy and operational reliability.
· Analyze databases and operational workflows to identify inefficiencies, conduct root-cause analysis, and implement data-driven process improvements.
· Design, automate, and optimize management reporting and dashboards to provide actionable insights for operational and strategic decision-making.
· Perform detailed loan-level reconciliations across servicing systems, custodial records, and investor reporting platforms, resolving variances and mitigating risk.
· Develop complex sql queries to extract, transform, and analyze data in support of reporting, modeling, forecasting, and departmental initiatives.
· Establish standardized analytical frameworks and reporting methodologies to improve operational consistency and scalability.
· Manage cross-functional projects and support departmental initiatives, ensuring timely execution and stakeholder alignment.
· Provide analytical support for audits, compliance reviews, and leadership requests, along with other duties as assigned.
Qualifications
Bachelors or MBA graduates, in any concentration that has exposure and experience in the relevant technical skills, or equivalent work experience desired.
Previous experience, 1+ years, in an analytical or reporting environment is a plus.
Proficiency with Microsoft Office Suite (Outlook, Excel, PowerPoint, Word, Access).
Previous experience with operations data preferred.
Advanced proficiency in MS Excel and MS Access.
Experience working with Microsoft SQL Server Management Studio.
Python programming knowledge recommended.
Highly organized in nature.
Ability to work under pressure, meet deadlines, and maintain focus.
BEWARE of Unsolicited Job Offers that request a personal ID!!!
Lakeview Loan Servicing, LLC (“Lakeview”) is a uniquely qualified mortgage finance company dedicated to assisting our customers with efficient and affordable refinancing and purchase options. We have already helped thousands of customers to save hundreds of dollars each month by refinancing their mortgages. We also offer Home Equity Loans.
We seek people who are experienced in their respective fields and share our commitment and drive. In return, we provide our employees an exceptional workplace, one that challenges their capabilities, rewards their achievements and encourages their growth.
Lakeview Loan Servicing, LLC, is a mater servicer of residential mortgage loans, owns mortgage servicing rights (MSRs) and originates residential mortgage loans. We engage Subservicers to handled the day-to-day servicing of mortgage loans.
Lakeview Loan Servicing, LLC NMLS #391521 (www.nmlsconsumeraccess.org/)
We do not originate loans in New York.
Licensed by the Dept. of Financial Protection and Innovation under the California Residential Lending Act #4131216
Offices: 4425 Ponce de Leon Blvd, Coral Gables, Florida, US
FHA StreamlineVA StreamlineHELOANsPurchase Mortgagesand Mortgages for RefinanceMortgageFinanceService IndustryFinancial ServicesReal Estate
How many Finance & Accounting jobs are open in Coral Gables, FL right now?
There are currently 340 open finance & accounting positions in Coral Gables, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Coral Gables, FL?
Companies currently hiring include University of Miami Health System-Uhealth, City National Bank of Florida, University of Miami Health System, Cherry Bekaert, Citrin Cooperman, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Coral Gables, FL?
Yes — 94 of the 340 open finance & accounting positions offer remote or hybrid work (28 remote, 66 hybrid).
How do I apply for Finance & Accounting jobs in Coral Gables, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.