Fort Washington, PA, United States of America
1 day ago
Business Reporting Specialist
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.
 

POSITION SUMMARY

The Business Reporting Specialist - DTC is responsible for accurately reporting and modeling lead delivery patterns, including outcomes and results in aggregation and at varying levels of detail. Working closely with management to monitor and communicate results and future (near and long term) expectations.

DESCRIPTION

Duties and Responsibilities

Daily, monthly, and annual lead volume modeling and analysis.Leveraging systems information to create modeling and forecasting tools to drive results.Continually modify model(s) to facilitate better accuracy and the efficient preparation and analysis of projections and results.Perform ad-hoc modeling, analyses and projects as required.Develop, design, or creating new applications/models to improve group processes.Directly work with the business users, financial analysts, and Marketing.Perform other job responsibilities as requested by management.

Qualifications and Education Requirements

Bachelor’s degree in Accounting or Finance.1-2 years’ experience working within an analyst or Management Information System (MIS) role.MIS or knowledge in data gathering, automation, or databases (Access, Structured Query Language (SQL), Visual Basic for Applications (VBA)).

Skills, Abilities, and Knowledge

Advanced Microsoft Excel spreadsheet skills.A strong numeric aptitude, problem solving and analytical skills.Strong computer skills.Effective communicator, both technically and professionally; able to interact with senior management.Persuasive and professional communication skills.Strong oral and writing communication skills and good telephone techniques.Strong organization skills; able to work on projects independently.Able to meet goals and deadlines in a fast-paced, deadline-oriented environment.Detail oriented/organized style.Ability to work in a team environment, effectively under pressure.

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.

By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site.

REVISION HISTORY

Last Updated: 9/12/2024

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:
•    Medical (including Health Savings Account & Flexible Savings Account)
•    Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan

•    Performance-based Incentives
•    Pet Insurance

•    Advancement Opportunities

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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