Senior Process Associate

Job Summary

Senior Process Associate - MBO Operations (NOA / Payments / Escrow)

Role Purpose

Responsible for managing complex transactions, supporting process governance, coaching junior associates, and driving operational effectiveness across NOA, Payments, and Escrow functions.

Key Responsibilities

• NOA
• Review complex contracts and ownership modifications.
• Perform detailed audits on contracts and supporting documentation.
• Resolve escalations and exception cases.
• Ensure compliance with audit requirements and policies.

Payments

• Handle payment research and reconciliation activities.
• Investigate unapplied payments, ACH rejects, and payment discrepancies.
• Support month-end reconciliation activities.
• Coordinate with stakeholders for issue resolution.
• Escrow
• Review escrow exceptions and balance due cases.
• Process complex escrow transactions.
• Validate financial calculations and supporting documents.
• Support root cause analysis of defects.
• Governance & Improvement
• Conduct quality reviews and provide feedback.
• Assist in training and onboarding of new hires.
• Support reporting and MIS preparation.
• Identify process improvement opportunities.
• Participate in RCA and corrective action planning.
• Required Skills
• Strong analytical skills.
• Intermediate to Advanced Excel.
• Problem-solving capability.
• Stakeholder management.
• Process documentation experience.

Experience

• 2 to 5 years of experience in NOA, Mortgage, Escrow, Payments, Banking Operations, or Financial Services.
• Key KPIs
• Quality Score
• Productivity Achievement
• Escalation Resolution
• Rework Reduction
• Compliance Adherence
• Training Effectiveness
• Other Requirements

Skills

Analytical skills Advanced Excel proficiency Problem solving skills Stakeholder management Process documentation experience