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Client Relations Reporting Analyst in Littleton, CO at Computershare, Inc

Date Posted: 7/21/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Littleton, CO
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    7/21/2018

Job Description

Client Relations Reporting Specialist
Computershare is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications. We also specialize in corporate trust, bankruptcy, class action and utility administration, and a range of other diversified financial and governance services.
Founded in 1978, Computershare is renowned for our expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Many of the world’s leading organizations partner with us to streamline and maximize the value of relationships with their investors, employees, creditors and customers.
Computershare is represented in all major global financial markets and has over 16,000 employees worldwide who are key to delivering exceptional value and outcomes.  Our career opportunities span many business units, including Computershare Loan Services and Kurtzman Carson Consultants – join our growing team of financial services professionals!
Job Summary
Responsible for the design, development, testing, and supporting of business intelligence, analysis and reporting solutions. This team member will be responsible for data modeling and reporting. Designs and develops reporting solutions in a Microsoft tools environment and will be responsible for adhering to current CMS reporting procedures and techniques. In support of these responsibilities the candidate will meet with business users and management to create requirement documents and solutions for reporting needs.
Position Responsibilities and Essential Functions
  • Create and deliver standard and unique reporting solutions to support both business and client needs.
  • Create and deliver management dashboards and canned reports to support routine management oversight of business processes to ensure critical insight into exceptions and deliverables.
  • Create and deliver routine and ad hoc reporting needed to understand various aspects of processes of performance, staffing needs, etc.  Identify, lead, and oversee projects and analysis related to reporting needs to establish superior operational reporting within CMS. 
  • Administration, support, maintenance and/or build of Access Databases (or similar) to support operational and client needs.
  • Other duties or tasks as assigned by management.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Skills
Required:
  • Strong analytical and problem solving skills. 
  • Ability and willingness to learn valuations and similar mortgage related systems use from a user’s perspective.
  • Strong ability to communicate with business users and management at all levels for development and delivery of reporting requirements.
  • Ability to handle multiple tasks and deadlines with attention to detail.
  • Proficient knowledge of personal computers using Microsoft Access, Word, Excel, Outlook, Power Point, and Visio with advanced skills required in Excel, SQL, and BI tools- Access is a plus. Ability to learn and operate all in-house computer systems and a variety of vendor software applications.
  • Ability to effectively communicate with co-workers, peers, and all levels of management through written and verbal communication.
  • Strong time management skills are essential.
Preferred:
  • Experience with other Microsoft languages and technologies, such as SharePoint.
  • Demonstrated experience with SQL Server Databases and SQL Server Reporting Services preferred.
  • Experience with Visual Basic and Macro programming within Excel is a plus.
 
Education and Experience
Required:
  • Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
  • 2 years of experience in Financial or Data Analysis and Reporting and/or 2 years of demonstrated experience with SQL Databases, BI tools, high degree of excel skills, Access database experience a plus
Preferred:
  • Knowledge of industry standard reporting and programming practices a plus.
  • Knowledge of operational procedures and compliance requirements relating to the areas of Loan Servicing, Administration, or Valuation preferred.
  • Previous experience with mortgage industry systems preferred.
 
Travel Ability
 
It is expected that this position may include travel up to 10% of the time. This is subject to change based on many factors, including business needs.
 
Language Ability
 
Ability to read/analyze/interpret business periodicals/ journals/technical procedures/gov. regulations; write reports/business correspondence/procedure manuals; effectively present information/respond to questions from managers/clients/customers/public.
 
Mathematical Ability
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.  Ability to apply concepts of basic algebra and geometry.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The noise level in the environment is minimal.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, walk, reach with hands and arms, and use hands to finger, handle, or feel. The employee may occasionally have reason to lift up to 10 pounds. The vision requirements include close and distant vision.
Computershare is an Equal Opportunity Employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.
This job specification should not be construed to imply that these requirements are the exclusive standards of the position.  Incumbents will follow any other instructions and perform any other related duties as may be required by business needs and communicated by their supervisor.

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