VP, Servicing Reporting & Automation
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VP, Servicing Reporting & Automation JOB SUMMARY:
The VP, Servicing Reporting & Automation supports the reporting needs of executive leadership by developing executive dashboards, key performance indicator (KPI) reporting, daily production reporting, and ad hoc data analysis. This role serves as the subject matter expert for the Servicing platform, ensuring system reliability, accuracy, and optimal performance. The VP partners with platform vendors to resolve issues, coordinate testing and deployments, and communicate system performance and risks to leadership. Additionally, the role supports Servicing Operations through data analysis, process improvement, and automation initiatives that enhance operational efficiency and scalability.
The VP, Servicing Reporting & Automation supports the reporting needs of executive leadership by developing executive dashboards, key performance indicator (KPI) reporting, daily production reporting, and ad hoc data analysis. This role serves as the subject matter expert for the Servicing platform, ensuring system reliability, accuracy, and optimal performance. The VP partners with platform vendors to resolve issues, coordinate testing and deployments, and communicate system performance and risks to leadership. Additionally, the role supports Servicing Operations through data analysis, process improvement, and automation initiatives that enhance operational efficiency and scalability.
VP, Servicing Reporting & Automation ESSENTIAL FUNCTIONS (RESPONSIBILITIES):
* Timely collection of requirements, development of SQL code, and coordinates with IT to deploy automated solutions, as well as supports Servicing Operations in developing control reports.
* Timely collection of requirements, development of SQL code, and coordinates with IT to deploy automated solutions, as well as supports Servicing Operations in developing control reports.
* Creates reports using an exception-based methodology to monitor and communicate performance of servicing through report automation. Prompt report delivery to management utilizing SQL Server Management Studio, Power BI, Snowflake, or SQL Server Reporting Services.
* Ensures servicing requirements are accurately documented based on reviews of servicing cases, documentation, and client/employee feedback.
* Facilitates servicing scoping calls including managing critical path objectives to ensure all technology projects are delivered professionally.
* Manage, delegate department tasks and projects, to ensure servicing department needs are met within a reasonable timeline.
* Works with servicing leadership to ensure their department's projects are completed without major disruptions or failures of core functions.
* Manages the deployment of servicing platform code releases, ensuring no interruptions in data as well as providing input to the system provider offering ideas for consulting, training, and system enhancements.
* Monitors progress in KPI development and prompt delivery of monthly reports, improve efficiencies of the team by automation.
* Develop and create scripting methods, building script library to support reporting team and Servicing Management. Creates Business Requirement Document (BRD) and Product Replacement Document (PRD) to support a custom development request or system enhancement assigned for smaller development projects and or system configuration engagements.
* Participates in department hiring, promotion, and review process while managing, and improving support staff performance. Mentors staff by cross training, coaches and develops team to ensure we meet the needs of the company.
* Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
* Performs related responsibilities as required or assigned.