Compliance Data Assurance Advisor

At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.

Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

The Compliance Data Assurance Advisor supports Compliance analytics and control testing by developing accurate SQL-based populations, performing data analysis and validation, and delivering clear results for business owners, Compliance, Exam Management, and Change Management. This role partners closely with the Analytics and Validation Manager to ensure data integrity, repeatable testing, and timely reporting that supports operational performance, risk monitoring, and remediation oversight.

DESCRIPTION:

Essential Functions, Duties, and Responsibilities

• Develop and maintain SQL queries and repeatable population logic to support validation, testing, issue management, exam responses, and operational reporting.
• Build and document population definitions (inclusion/exclusion criteria, timeframes, data sources, and assumptions) to ensure results are reproducible and auditable.
• Perform data validation and quality checks on source systems, extracts, and reports, including reconciliations, reasonableness testing, and exception identification.
• Execute and support control testing and ongoing monitoring, including sample selection, test execution support, result validation, and evidence packaging.
• Analyze trends, drivers, and outliers to identify operational or compliance risk indicators and to support root cause analysis and remediation tracking.
• Produce dashboards and management reporting (e.g., Excel, Tableau/Power BI) to communicate findings, performance metrics, and control results to stakeholders.
• Partner with operations, Compliance, and Technology to investigate data issues, clarify business logic, and implement durable fixes (including query optimization and performance tuning).
• Clearly communicate analytical findings to varied audiences, including written summaries suitable for leadership updates and exam support.
• Maintain working knowledge of servicing processes and reporting to ensure analytics and validations align with business intent and policy requirements.

• Support ad hoc analytical requests related to segmentation, customer behavior, and operational performance improvement.
• Assist with User Acceptance Testing (UAT) and regression testing for Compliance‑impacting changes and tickets.
• Ability to effectively and accurately convey information to others.
• Performs related duties as assigned by management.

Qualifications and Education Requirements:

• Bachelor’s degree in analytical or quantitative discipline, or a related STEM field, or equivalent combination of education and relevant experience.
• 2-4 years related experience as a data analyst in a financial setting.

Skills, Abilities, and Knowledge:

• Strong SQL skills, including building complex queries and optimizing performance.
• Strong analytical capability, including data quality validation, reconciliation, and exception analysis.
• Strong Excel skills (pivot tables, formulas, charts) and experience with data visualization tools (Tableau/Power BI/R/Python).
• Ability to translate business questions into testable logic and well-defined data populations.
• Clear written and verbal communication skills; able to present findings to operations and senior leadership.
• Detail-oriented with the ability to manage multiple priorities and deadlines in a fast-paced environment.

Work Environment and Physical Requirements:

• Working on-site at assigned office location.
• Regular and punctual attendance adhering to schedule established by leadership.
• Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand.
• Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.
• Sedentary work in a stationary position at a cubicle for prolonged periods of time.
• Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
• Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.

Additional Information

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Employees and applicants acknowledge that this is not a remote role. Individuals in this role are required to be on-site to complete essential job duties, absent extenuating circumstances.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits:

We offer benefits, programs, and perks that support you in every aspect of your life.

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave

• Adoption Assistance

• Tuition & Certification reimbursement

• Employee Mortgage Loan Program

• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships

Newrez NOW:

Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)

• Matching Gifts Program - dollar-for-dollar up to $1,000

• Access to grants, nonprofit resources, and volunteer opportunities

• More than $6,000,000 donated since 2020

• 1 in 5 employees participates in at least one Employee Resource Group (ERG)
  

Equal Employment Opportunity 

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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