Oversee a primarily automated document-to-data review process post servicing transfers. Monitor system outputs to ensure accurate data extraction, mapping, and boarding integrity. Manage exception queues, ensuring timely research,resolution, and escalation of discrepancies. Validate data quality through targeted sampling and exception trend analysis. Partner with technology teams to continuously improve automation performance and logic. Maintain governance over workflow routing, prioritization, and SLA adherence.
Own and manage end-to-end workflow performance, ensuring efficient processing and throughput. Identify bottlenecks and implement process adjustments to improve cycle times. Develop and monitor KPIs related to productivity, exception rates, and turnaround times. Ensure clear visibility into pipeline status and operational risks.
Reconcile corporate advance balances, ensuring alignment between internal records, prior servicer data, and invoicing. Monitor and manage exception queues, ensuring timely resolution. Investigate and resolve variances and discrepancies in a timely manner. Research discrepancies tied to servicing transfers, payments, or expense activity. Improve data quality and reconciliation efficiency through process enhancements. Drive toward real-time reconciliation visibility instead of end-of-month validation.
Deliver monthly post-boarding audit reporting for servicing transfers, highlighting data validation results, exception trends, and actionable insights to improve boarding accuracy and operational performance. Additional reporting may include, however not limited too exception rate and volume trends, first-pass pass rate (loans clearing audit without rework), timeliness of audit completion (against SLA benchmarks), exception resolution turnaround time, aging of unresolved audit findings, recurrence rate of previously identified issues, and data accuracy rate (e.g., % of fields validated without discrepancy).
Lead and scale a high-performing team specializing in exception-based processing, QA, and reconciliation operations. Act as a senior escalation authority, resolving complex data and operational issues while identifying root causes and systemic improvements. Partner strategically with Servicing Transfer, Technology, and cross-functional stakeholders to enhance data integrity and operational efficiency. Champion a culture of accountability and performance, ensuring consistent achievement of SLAs and continuous improvement of key operational metrics.
Identify opportunities to reduce manual intervention in post-transfer validation and reconciliation processes through automation enhancements and improved system logic. Strengthen controls to ensure accuracy and completeness of boarded data, supporting audit readiness and compliance with servicing transfer requirements. Document and maintain SOPs for post-transfer workflows, including document-to-data validation, exception management, and corporate advance reconciliation. Support the evolution toward intelligent, exception-based post-transfer operations, minimizing full population reviews in favor of targeted, risk-based validation.
Benefits Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes: