Reporting Analyst, BI Data Analytics

Purpose and Job Summary:

The Reporting Analyst position will provide reporting and data analytics to support processes within Lument’s Loan Servicing & Asset Management department. The team member will be responsible for assisting and maintaining various quality control KPIs and related programs, ensuring that the company maintains compliance with regulatory, and investor guidelines. S/he will work with the Senior QA Associate and all groups in Loan Servicing & Asset Management to optimize the use of technology and develop reporting capabilities to assist in identifying process improvements, and efficiencies and promote best practices.

Essential Duties and Responsibilities:

• Assist with the collection and reconciliation of data from operations and maintain servicing and asset management metrics and Key Performance Indicators (KPIs).

• Develop and execute database queries and conduct data analysis.

• Design, architect, implement and support Microsoft Power BI & SSRS solutions and Create visualizations and reports for requested projects.

• Conduct unit testing and troubleshooting.

• Work with stakeholders to understand data needs throughout LSAM to translate business needs to technical specifications.

• Assist in data collection and reporting for rating agencies with respect to statistical reporting and annual reviews.

• Assist in assessments of business units and functions, including vendors performing outsource functions, for accuracy and compliance.

• Work with the Lender Technology team to assist in testing and act as a liaison within the business unit with respect to testing and prioritization of system enhancements and deficiencies.

• Participate in special projects at the direction of the Associate Director.

• Provide regular status updates to manager regarding any outstanding items or deadlines.

• Develop and update technical documentation.

• Work professionally and harmoniously with team and coworkers

• Travel Requirements – 0 – 5%

• Other projects and duties as assigned

Education, Skills and Experience:

Skills:

• Problem Solving

• Communication

• Ability to Learn and Adapt Quickly

• Report Design

• SQL

Required:

• An Associate or Bachelor’s degree, preferred in Accounting, Finance, Real Estate, Mathematics, Statistics, Data Analytics or Information Systems.

• Advanced analytical and problem-solving skills.

• Proficiency in Microsoft Excel required.

• Position requires focus and attention to detail.

• Proactive attitude and willingness to take initiative to seek out additional tasks and responsibilities.

• Ability to work well under pressure, adjust to varied workloads, multitask, and handle sensitive/confidential information.

• Excellent communication and organization skills

• This position requires access to sensitive and confidential information.  It is expected that this information remains confidential both internally and external to the company.

• relevant systems or software

• Proficiency in Microsoft Office and list other relevant systems or software

• Excellent organizational, communication, presentation, and interpersonal skills

• Ability to plan, organize, and prioritize assignments and to meet critical and established deadlines. Ability to manage multiple assignments and transactions simultaneously

• Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities

• Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team

• Flexibility and ability to work under pressure with tight deadlines and constant interruptions. Ability to adjust priorities in a changing environment

Preferred:

• 0-3 years of experience with Familiarity with BI technologies (e.g. Microsoft Power BI, Oracle BI, Tableau)

• 0-3 years of experience of SQL queries, SQL Server Reporting Services (SSRS) and SQL Server Integration Services (SSIS)

• Familiarity with BI technologies (e.g. Microsoft Power BI, Oracle BI)

• Knowledge of SQL queries, SQL Server Reporting Services (SSRS) and SQL Server Integration Services (SSIS)

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.