Collateral Operations Analyst (Mortgage banking, SQL, Power BI/Local Candidates only) Job at Diligente Technologies, San Francisco, CA

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  • Diligente Technologies
  • San Francisco, CA

Job Description

Need someone who can Analyse residential and commercial real estate servicing data and can build databases/reports and query the data to analyze it for trends and or problems. They have to be able to communicate with the members and solve their data issues.

This role requires a candidate with a blend of mortgage banking knowledge, collateral operations expertise, and data analysis skills, particularly in SQL and Power BI.

Here's a summarized version of the job details:

Collateral Operations Analyst

📍 Location : San Francisco, CA (Hybrid - 3 days onsite)

📅 Contract : 4 to 6 months (possible extension)

Key Responsibilities :

✅ Analyze residential & commercial real estate servicing data

✅ Build databases/reports and query data for trends/issues

✅ Assist customers/vendors with mortgage collateral update (MCU) file queries & problem resolution

✅ Support programming of mortgage collateral updates in MCU system

✅ Perform UAT testing for data integrity and system acceptance

✅ Process securities pledge and release transactions

✅ Perform vault custody duties & collateral maintenance

✅ Support reconciliation & balancing of collateral holdings

✅ Query and access data for compliance with policies and record retention

Must-Have Skills & Experience :

🎓 Bachelor's in Business, Finance, or Accounting (preferred)

🏦 Mortgage banking work experience (preferred)

📊 Data analysis skills: SQL, Power BI

📜 Exposure to loan documentation, servicing, UCC-1 filings, secondary market

🔎 Experience with securities processing

💬 Strong communication skills to assist customers with data issues

📌 Experience with JIRA for tracking & project management

Job Tags

Contract work, Work experience placement, Local area,

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