Contract Servicer Balancing Analyst I

Rocket Mortgage

. Reconcile complex reports received from primary servicers in accordance with Servicing Agreements and Departmental policy .

Posted 9/18/2026full-timeHighlands Ranch • Colorado • United StatesMid-LevelSenior💰 $24 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in reconciling complex reports and managing relationships with servicers and investors, ensuring compliance with Servicing Agreements and departmental policies. Proficient in data analytics and accurate reporting, with strong communication skills to handle escalated issues and mentor team members.

Highest-signal resume keywords

Mortgage ExperienceFinancial Services ExperienceMS Office ProficiencyData Analytics IntroductionRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Report ReconciliationServicing Agreement ComplianceCash Settlement ResearchError CorrectionData ReportingWiring PreparationServicer Discrepancy ResolutionPolicy MaintenanceTime ManagementAutonomous Work

Soft Skills

Clear CommunicationProfessional WritingTeam MentoringPrioritizationDeadline Management

Tools & Technologies

Mortgage-Specific SoftwareMS WordMS ExcelMS PowerPoint

Industry Keywords

Servicing AgreementsCash ReceiptsInvestor LiaisonMonthly ReportingServicer Inquiries

About the role

Key responsibilities & impact

Reconcile complex reports received from primary servicers in accordance with Servicing Agreements and Departmental policy
Serve as relationship manager for assigned counterparties
Research servicer reporting, cash settlement issues, and servicer inquiries
Research and correct servicing errors or discrepancies
Ensure accurate information is sent to the trust and investors
Handle escalated servicer issues and direct servicers on issue resolution
Liaise between investors and servicers regarding monthly reporting questions
Maintain and update department policies and procedures
Ensure primary servicers report and remit within Servicing Agreement timeframes
Identify and clear cash receipts, servicer discrepancies, and billings
Prepare wires for distribution to servicers
Mentor new balancers and assist team members
Assist other Master Servicing departments as needed
Perform related duties and ad hoc projects

Requirements

What you’ll need

High school diploma or state accepted equivalency is required with equivalent experience
Bachelor's degree preferred
Mortgage and Financial Services experience is a plus
Proficiency with MS Office, particularly MS Word, Excel and PowerPoint
Exposure to mortgage-specific software
Accurate reporting with introduction to data analytics
Clear and professional verbal and written communication skills
Ability to work under strict deadlines and established timeframes
Ability to manage time, priorities and resources
Ability to work autonomously under close supervision

Benefits

Comp & perks

Annual bonus and incentives
Medical benefits
Dental benefits
Vision benefits
401K retirement plan
Paid time off
Health and well-being support for team members and their families
Career growth opportunities
Reasonable accommodations for qualified individuals with disabilities