Mortgage SBO Investor Reporting Senior Analyst
Truist Financial, Greenville, SC, United States
Mortgage SBO Investor Reporting Senior Analyst
Company:
Truist Financial Location:
Greenville, SC Employment Type:
Full Time Date Posted:
03/18/2026 Job Categories:
Banking, Finance/Economics, Information Technology
Job Description
Please review the following job description: Please note this is not a technical/data analytics driven role. The Serviced by Others (SBO) Business Analyst plays a key role in supporting the oversight, performance monitoring, and relationship management of loans serviced by third party servicers. This role is for someone who enjoys working with data, solving problems, and partnering with both internal teams and external servicing partners. In addition to owning core SBO responsibilities, you'll also have light involvement in the consumer loans reporting space helping bridge operational knowledge, assist with data validation, and support reporting needs as they evolve.
There is a 5 day in office expectation.
Essential Duties and Responsibilities Support the day-to-day needs of Mortgage Lending by providing data analysis, project deliverables, risk management and operational needs to achieve strategic objectives with intermittent supervision. Perform analysis of findings and trends using statistics, modeling, process documentation and profitability analysis. Determine and recommend the most appropriate response to identified complex problems, issues and/or defects by assessing impact and prioritization. Collaborate with stakeholders, including but not limited to, Origination, Servicing, Secondary Marketing, Mortgage Lending, to build consensus, prioritize request, and resolve issues. Coordinate with various business and technology units to define business requirements and determine specifications. Organize testing and implementation activities. Develop, execute and effectively summarize reporting deliverables to internal/external partners. Review processes to identify potential areas of improvement. Keep abreast of changing regulatory rules, procedures, and industry trends. Be able to understand and communicate impacts. Performs work independently and completes other duties as assigned while demonstrating Truist values.
Qualifications Required Qualifications: Bachelors degree in Accounting, Finance, Mathematics, or Economics, or equivalent education and related training or experience. Minimum of four or more years of experience in a related field. Advanced reporting and analytical skills. Perform work autonomy, independent of day-to-day management. Mature written and verbal communication. Key Software proficiency (e.g. MS Office, Database, Imaging Systems). Conceptual ability to analyze problems and devise solutions. Ability and willingness to learn and adapt as the needs of the job change. Ability to present to management as needed.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.
Equal Opportunity Statement Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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Company:
Truist Financial Location:
Greenville, SC Employment Type:
Full Time Date Posted:
03/18/2026 Job Categories:
Banking, Finance/Economics, Information Technology
Job Description
Please review the following job description: Please note this is not a technical/data analytics driven role. The Serviced by Others (SBO) Business Analyst plays a key role in supporting the oversight, performance monitoring, and relationship management of loans serviced by third party servicers. This role is for someone who enjoys working with data, solving problems, and partnering with both internal teams and external servicing partners. In addition to owning core SBO responsibilities, you'll also have light involvement in the consumer loans reporting space helping bridge operational knowledge, assist with data validation, and support reporting needs as they evolve.
There is a 5 day in office expectation.
Essential Duties and Responsibilities Support the day-to-day needs of Mortgage Lending by providing data analysis, project deliverables, risk management and operational needs to achieve strategic objectives with intermittent supervision. Perform analysis of findings and trends using statistics, modeling, process documentation and profitability analysis. Determine and recommend the most appropriate response to identified complex problems, issues and/or defects by assessing impact and prioritization. Collaborate with stakeholders, including but not limited to, Origination, Servicing, Secondary Marketing, Mortgage Lending, to build consensus, prioritize request, and resolve issues. Coordinate with various business and technology units to define business requirements and determine specifications. Organize testing and implementation activities. Develop, execute and effectively summarize reporting deliverables to internal/external partners. Review processes to identify potential areas of improvement. Keep abreast of changing regulatory rules, procedures, and industry trends. Be able to understand and communicate impacts. Performs work independently and completes other duties as assigned while demonstrating Truist values.
Qualifications Required Qualifications: Bachelors degree in Accounting, Finance, Mathematics, or Economics, or equivalent education and related training or experience. Minimum of four or more years of experience in a related field. Advanced reporting and analytical skills. Perform work autonomy, independent of day-to-day management. Mature written and verbal communication. Key Software proficiency (e.g. MS Office, Database, Imaging Systems). Conceptual ability to analyze problems and devise solutions. Ability and willingness to learn and adapt as the needs of the job change. Ability to present to management as needed.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.
Equal Opportunity Statement Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
#J-18808-Ljbffr