Business Analysis Advisor - Mortgage Investor Operations

PNC is a financial services organization seeking a Business Analysis Advisor to support its Retail Lending Servicing and Mortgage Investor Operations group. The role leads business requirements analysis, process improvement, reporting, project management, and collaboration with business and technology stakeholders across mortgage servicing and investor operations.

Responsibilities:

• Directs the research, discovery, collection and interpretation of business requirements. Participates in the development and review of complex processes and procedures, workflow analytics and reporting. May provide senior level consultation and communicates with clients and technology teams on business designs, problem solving and business analysis to support project goals and objectives
• Consults and recommends the frameworks, methodologies and processes involved in business requirements traceability for business analysis teams. Independently mentors, leads, and coaches other associates to affect knowledge transfer. Oversees the development and maintenance of all applicable policy and procedure documentation
• Translates business needs, processes and/or procedures by partnering with applicable experts and business stakeholders to determine and articulate needs. May communicate with senior level stakeholders and technology teams on complex business requirements
• Leads multiple business analysis project management processes through planning, quality assurance and effectiveness assessment. Provides direction for the successful deployment of projects. Drives the development, analysis and distribution of complex reporting

Requirements:

• The Retail Lending Servicing, Mortgage Investor Operations team supports mortgage servicing investor operations across Freddie Mac, Fannie Mae, Ginnie Mae, private investor portfolios, and default cash, driving process improvement, operational effectiveness, reporting, controls, and business analysis initiatives. Successful candidates will bring experience in mortgage servicing, investor reporting, loan administration, business analysis, finance, accounting, or reconciliations, along with the ability to analyze complex data, identify trends, and deliver reporting that supports strategic decision-making
• Knowledge of the mortgage servicing lifecycle, including payment processing, escrow, loss mitigation, servicing transfers, MSP, default servicing, and investor reporting, is strongly preferred
• Ideal candidates will have experience supporting Freddie Mac mortgage servicing operations, including investor reporting, investor accounting, loan administration, servicing transfers, remittance processes, reconciliation activities, and the interpretation and application of Freddie Mac servicing requirements
• Candidates should also have experience processing and reconciling investor funds, mortgage insurance claim proceeds, liquidation proceeds, recoveries, refunds, and other default-related cash activity
• Experience researching and resolving discrepancies, identifying process improvement opportunities, conducting root cause analysis, and partnering with cross-functional operational teams to strengthen controls, improve efficiency, and enhance servicing performance is highly valued
• Ideal candidates will possess knowledge of Fannie Mae & Ginnie Mae servicing practices and investor guidelines, including reporting, reconciliation, compliance monitoring, servicing oversight, and operational support activities
• Candidates should also have experience driving process improvement initiatives, identifying operational efficiencies, enhancing controls, and implementing sustainable solutions
• Successful candidates will be comfortable analyzing complex servicing requirements, translating business needs into actionable solutions, and partnering across multiple stakeholder groups
• Ideal candidates will have experience supporting private investor and portfolio servicing operations, including investor reporting, investor accounting, loan administration, servicing transfers, remittance processes, reconciliation activities, and the interpretation and application of investor-specific servicing requirements
• Candidates should also have experience reviewing, interpreting, and operationalizing private investor servicing agreements and related contractual requirements, ensuring servicing activities, reporting obligations, remittance practices, and control processes align with investor expectations and contractual commitments
• Experience supporting investor-related financial and operational processes, researching and resolving discrepancies, identifying process improvement opportunities, conducting root cause analysis, strengthening operational controls, and partnering with cross-functional teams to improve efficiency, consistency, compliance, and servicing performance is highly valued
• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position
• Business Needs, Business Processes, Data Analytics, Decision Making, Management Reporting, Prioritization, Waterfall Model
• Analytical Thinking, Business Assessment, Business Process Modeling, Consulting, Effectiveness Measurement, Information Capture, Problem Solving, Process Management, Project Management, Requirements Analysis, Software Product Business Knowledge
• Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
• Bachelors