Senior Analyst, Loan Testing

Consulting Staff United States


Description

Position at Berkeley Research Group, LLC

BRG is recognized by Forbes as one of America’s Best Management Consulting Firms, we have in-depth experience across a wide range of industries and markets, from construction and energy to technology and healthcare. No matter what sector your business is in, we have experienced professionals who understand the challenges you face—making us better equipped to help solve them. 
As a Senior Analyst for our Financial Institutions Advisory Service (FIA) practice, you will collaborate in a wide variety of engagements as part of our compliance testing client solutions which provides a great opportunity to work alongside our consumer finance experts, expend industry knowledge, and help our clients address their most difficult challenges.  As part of our team, you will have exposure to our testing solutions for manual, semi-automated, and fully automated solutions depending on the different client needs.
Responsibilities
  • Help design, implement, and perform account-level testing based on Federal / State / Agency regulatory requirements and investor guidelines for consumer finance or financial crimes testing efforts.
  • Perform quality control and audit reviews of testing teammates.
  • Identify, analyze, document, and escalate exceptions or issues during testing activities.
  • Provide routine reporting and summary to management on account-level testing results Perform analysis of testing data / documentation during exception-clearing and calibration of initial results activities.
  • Lead the development of job aids and tools to enhance standardization of testing procedures, testing guidance change management, and training of testing team.
  • Manage documents / data management activities for testing, including retrieval, aggregation of testing files, and document inventory tracking.
  • Collaborate with project managers on associated engagement activities related to testing; including but not limited to updates or development of testing procedures, setup of testing templates and/or proprietary testing platform, development of training, industry / regulatory research discussion agendas and / or taking meeting minutes.
  • Perform other duties as assigned

Basic Qualifications :
  • BS/BA degree in either business administration, management, finance or a related field’;
  • Minimum one (1+) years of experience with account & loan-level testing, QA/QC, or audit for consumer finance products (e.g., mortgage loans, credit cards, retail products, deposits, student, etc.) and / or banking processes (e.g., origination's, servicing, default management, etc.);
  • Minimum of one (1+) years of experience with banking process systems, interpret management reporting or database platforms necessary to conduct testing. Experience with industry banking systems (e.g., Blacknight systems like MSP / LoanSphere, Encompass, TSYS, etc.);
  • Minimum of one (1+) years of proven underwriting experience, with working knowledge of federal, state and investor requirements;
  • Strong organizational skills and attention to detail;
  • Excellent verbal and written communication skills; and
  • Proficient with Microsoft Office especially Excel and PowerPoint.
Salary Range: $60,000 - $100,000
 
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About BRG

Berkeley Research Group, LLC (BRG) is a global consulting firm that helps leading organizations advance in three key areas: disputes and investigations, corporate finance, and strategy and operations. Headquartered in California with over 40 offices around the world, we are an integrated group of experts, industry leaders, academics, data scientists, and professionals working beyond borders and disciplines. BRG strives to build and nurture a culture where inclusiveness is instinctive, not an initiative. We celebrate and value the diversity of our professionals and are dedicated to maintaining a truly inclusive work environment where all individuals feel respected and valued. We harness our collective expertise to deliver the inspired insights and practical strategies our clients need to stay ahead of what's next.

Berkeley Research Group is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.

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