Business Analyst
San Diego, CA Capital Market Support Analytics
Job Type
Full-time
Description

Our ideal candidate is someone who is excited to become a part of an awesome, fast-growing team and must display these three top (required) skills:

1. BA/BS degree in finance-related field and/or 2+ years working in finance or related field

2. Strong working knowledge of Microsoft Office (especially Excel)

3. Ability to work in a fast-paced environment and attention to detail. This role includes reviews and reconciliation of financial information.


General Position Summary:

The Business Analyst performs professional duties related to the review, assessment and development of business systems and processes as well as new client requirements. This includes reviewing existing processes to develop strong QA procedures as well as maximizing review efficiencies and internal controls through process re-engineering. The Business Analyst will assist with the development of seamless solutions for unique requirements of new clients, delivered and implemented on time and within scope. This role will ensure that all activity, reconciliation, reporting, and analysis is carried out in an effective, timely and accurate manner and will look for continued process improvement and innovation. This position can be hybrid but requires work in the San Diego office. 


Perks:

Medical, FSA & HSA, Dental, Vision + More!

401k - 100% vested once you start contributing. Generous company match!

Regular employee health, wellness & engagement activities!

Pet Insurance, because fur babies are important to us too!


About Vervent:

As one of the pre-eminent Lending as a Service (LaaS) companies, Vervent sets the global standard for outperformance by delivering superior expertise, future-built technology, and meaningful services. We support our industry-leading partners with primary strategic services including Loan & Lease Servicing, Call Center Services, Backup Servicing/Capital Markets Support, Credit Card Servicing, and Card Marketing & Customer Acquisition. Vervent empowers companies to accelerate business, drive compliance, and maximize service.


If you’re interested in reviewing the full job description, continue reading below…


Primary Responsibilities

  • Define and document client business functions and processes and ensure adherence to investor guidelines and contractual agreements.
  • Develop and flawlessly execute reconciliation and reporting through coordination with clients and internal resources that embodies the mission and policies of the company.
  • Perform ongoing evaluation of process and reconciliation effectiveness for new client onboarding and portfolio updates for existing clients.
  • Develop strong knowledge of sFTP and Sharefile interfaces and utilize tools such as Excel and Power Pivots to ensure continuous process and efficiency improvements.
  • Build strong working relationships with clients, stakeholders, vendors, and team members through effective communication throughout client life cycle.
  • Deliver analytics on the largest clients using Power BI and EDW tools and communicate results and trends to internal stakeholders.
  • Plan, organize and conduct business process reengineering/improvement projects and/or management reviews thorough gap analysis and develop multiple solutions for identified gaps.
  • Refine tools, techniques, and standardization to ensure repeatable results, enhance company effectiveness, client satisfaction, and overall cost efficiency.

#LI-VW1 #LI-Onsite

Requirements
  • Bachelor’s in business management, Finance, Computer Science, or related field and/or 2-5 years of experience in finance or related field, or combination of relevant experience and education.
  • Ability to communicate effectively with various audiences including clients, team members, and vendors, through written and verbal means.
  • Must possess proven leadership skills with the ability to influence key decision makers and collaborate across business lines.
  • Must demonstrate strong analytical skills and ability to translate data into action.
  • Strong working knowledge of computer software including Microsoft Office required and Loan Servicing Software a plus.

Physical Requirements

The work is of an intellectual nature. While performing the functions of this job, the employee is required to stand and sit for prolonged periods. Specific vision abilities required include close and medium distance vision and the ability to adjust focus. Must be able to hear normal sounds, distinguish sound as voice and communicate through human speech. This position requires the ability to operate a keyboard, computer mouse, telephone, fax, copier, writing tools, and other standard office equipment. On an occasion, an employee will be asked to lift items weighing up to 35 lbs.


Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.


Salary

Salary range for this role is $66,560 - $73,000 per year