Doc-To-Data Analyst

Selene Finance LP is hiring a Doc-To-Data Analyst to help lead complex, loan-level investigations across mortgage servicing and loan boarding activities. This role focuses on reconciling data, resolving discrepancies, escalating high-impact exceptions, and driving corrective and preventive actions that strengthen operational controls and data quality.

Based in Dallas, TX, this onsite position partners with offshore associates, cross-functional stakeholders, Technology, and vendors to diagnose issues, validate mapping and transformation logic, and guide reconciliations through resolution and closure.

Responsibilities

• Act as the primary escalation point for offshore associates, prioritizing issues based on complexity, risk, aging, financial impact, and operational urgency.
• Lead complex investigations involving data discrepancies, mapping defects, reconciliation breaks, loan boarding issues, and system behavior, including conflicting documentation and unresolved audit findings.
• Perform advanced root cause analysis to determine whether issues stem from source data, documentation, business rules, mapping, extraction logic, system configuration, workflow execution, or manual processing.
• Select appropriate resolution paths, coordinate cross-functional stakeholders, and drive escalated issues through resolution and closure.
• Develop corrective and preventive action recommendations, monitor implementation, and help reduce recurring exceptions and control gaps.
• Lead complex reconciliations across source documentation, transfer data, Doc-to-Data outputs, boarding files, servicing system records, and downstream reporting.
• Interpret and validate code breakers, data dictionaries, field definitions, mapping specifications, transformation logic, and business rules to identify data conversion or reconciliation issues.
• Validate correction strategies and work with Technology, vendors, and business stakeholders to test and confirm mapping, system, or process changes.
• Perform or oversee complex loan audits involving multiple data sources, conflicting documentation, significant financial exposure, or unresolved boarding concerns.
• Lead investigation and resolution of complex, aged, unsupported, or high-risk corporate advance reconciliation items.
• Identify trends across exceptions, audits, and reconciliations to uncover systemic issues, emerging risks, control gaps, and automation opportunities.
• Develop and maintain reporting on exception volumes, audit findings, root causes, aging, resolution timeliness, reconciliation performance, and data quality.
• Translate analytical findings into clear, leadership-ready summaries covering issues, risk exposure, root causes, and recommended actions.
• Support improvements to KPIs, controls, procedures, workflows, reporting, automation, training materials, and audit-readiness standards.
• Mentor Business Analyst I and offshore team members on investigations, reconciliations, documentation standards, escalation quality, and analytical techniques.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, Data Analytics, or a related field preferred; equivalent relevant education and experience may be considered.
• 5+ years of experience in mortgage servicing, loan boarding, quality control, auditing, reconciliation, operational risk, data analysis, or a related operational function.
• Experience performing complex loan-level investigations, full loan audits, data reconciliations, and root cause analysis.
• Experience supporting loan transfers, servicing conversions, data migrations, data mapping, or similar complex data activities preferred.
• Experience with corporate advance, escrow, cash, financial, or servicing-related reconciliations preferred.
• Advanced Microsoft Excel skills including lookup functions, PivotTables, data validation, exception analysis, and large-dataset reconciliation.
• Ability to interpret code breakers, data dictionaries, mapping specifications, transformation logic, business rules, and data conversion concepts.
• Experience with mortgage servicing systems, workflow tools, Power BI, SQL, or other reporting and business intelligence platforms preferred.
• Strong analytical and investigative skills with the ability to assess risk and make well-supported recommendations.
• Strong written and verbal communication, stakeholder management, mentoring, and cross-functional collaboration skills, with high attention to detail and the ability to identify broader patterns and systemic risks.

Technologies

• Microsoft Excel, PivotTables
• Power BI
• SQL

Benefits

• Paid Time Off (PTO)
• Medical, Dental &Vision
• Employee Assistance Program
• Flexible Spending Account
• Health Savings Account
• Paid Holidays
• Company paid Life Insurance
• Matching 401(k) Plan