Description

Key Responsibilities

• Design, develop, and maintain SSRS reports and dashboards supporting:
  • Loan origination (applications, pipelines, underwriting, funding)
  • Mortgage servicing (payments, escrow, delinquency, payoff, investor reporting)
• Write complex T-SQL queries, stored procedures, and views to extract and transform reporting data
• Partner with business stakeholders (servicing, origination, compliance, finance) to gather and translate reporting requirements
• Ensure data accuracy, integrity, and consistency across reports
• Optimize report performance and troubleshoot data/reporting issues
• Support ad hoc reporting requests and build reusable reporting assets
• Document report logic, data sources, and business definitions
• Assist with data validation, reconciliation, and audit support (regulatory reporting as needed)

Required Qualifications

• 3+ years of experience developing reports using SSRS
• Strong proficiency in SQL Server / T-SQL
• Experience working with mortgage industry data, including:
  • Loan origination systems (LOS)
  • Servicing platforms
• Solid understanding of mortgage lifecycle (application → servicing)
• Ability to translate business requirements into technical reporting solutions
• Experience with data validation and troubleshooting discrepancies

Preferred Qualifications

• Experience with mortgage platforms (e.g., ICE Mortgage Technology/Encompass, MSP, or similar)
• Familiarity with regulatory reporting (HMDA, compliance, investor reporting)
• Exposure to data warehousing concepts (ETL, dimensional modeling)
• Background in financial services or lending environments

Key Skills

• SSRS Report Development
• T-SQL / SQL Server
• Mortgage Servicing & Origination Data
• Data Analysis & Validation
• Requirements Gathering
• Performance Optimization

Key Skills

Education

Bachelor's degree