Flow Servicing Analyst

Job Description

• Assist in reviewing and reconciling investor account activity
• Support the validation of loan purchase advice and funding data
• Help prepare documentation for client billing and reporting tasks
• Apply incoming funds to the correct accounts after reconciling with transfer data
• Retrieve and organize data from investor platforms for internal analysis and tracking
• Escalate discrepancies and variances to senior team members for resolution
• Contribute to trend tracking and post-reconciliation analysis under supervision
• Participate in cash management tasks such as tracking remittance timelines and verifying wire transfers
• Maintain awareness of servicing transfer processes and related data requirements
• Collaborate with internal stakeholders to improve workflow processes
• Respond to internal inquiries and assist with documentation needs during audits
• Other duties as assigned

• 1–2 years of experience in mortgage servicing, investor reporting, loan onboarding/servicing transfers, or accounting support functions.
• Familiarity with Freddie Mac, Fannie Mae, or Ginnie Mae is a plus.
• Working knowledge of Microsoft Excel (e.g., data sorting, formulas, basic pivot tables).
• Strong organizational skills and attention to detail.
• Excellent communication and collaboration abilities.
• Interest in mortgage servicing, finance, or accounting processes.

• 1–2 years of experience in a data, finance, or mortgage servicing-related role.
• Proficient in Microsoft Office, especially Excel.
• Ability to work effectively in a remote, collaborative environment.
• Open to learning and adapting in a fast-paced, tech-driven company.
• Finance, Accounting, or Business degree preferred but not required.

• Competitive salary and 401 (k) plan
• Comprehensive medical, dental, & vision benefits
• Pre-tax deductions for public transportation, rideshare services, and parking expenses
• Company-wide orientation and other learning & development opportunities
• 17 days paid time off, sick days, and 11 company holidays
• 12 weeks off for both birthing and non-birthing parents - fully paid