Analyst, Mortgage Education Program

Job Summary

The Analyst, Mortgage Education Program position is responsible for working closely with education program leaders to support the management of work processes associated with the approval and delivery of courses in accordance with the SAFE Act.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions. Other duties may be assigned to meet business needs.

• Support work processes required to meet the organization's mandate under the SAFE Act to approve courses for state licensing of mortgage loan originators (MLOs). This includes but is not limited to:

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  • Manage the workflow associated with the aggregation of required documentation and material from approved schools.
  • Distribute work assignments to an internal team, approved education providers and a team of geographically dispersed contractors.
  • Perform compliance examinations of approved courses to ensure course delivery and business operations are in accordance with approval standards.
  • Provide customer support to external and internal stakeholders regarding course approval process and use of the Education Management System (EMS) and other online systems.
  • Track key performance indicators (KPIs) associated resource utilization, customer service, and costs.
  • Review and validate SME contractor invoices for accuracy and work to resolve any issues.
  
  
  
  

Additional Responsibilities

• Investigate and respond to tier II help tickets from individuals completing NMLS approved education courses.
• Develop and distribute content for education program communications.
• Facilitate webinar and/or conference calls with approved course providers.
• Work with peers to access, process, and evaluate data for dashboard, reports, and presentations.
• Evaluate Education Program work-flow processes and work with stakeholders for continuous process improvement on a routine basis.
  
  

Minimum Qualifications

To perform this job successfully, an individual should possess the knowledge, skills, and abilities listed and meet the amount of education, training and/or work experience required.

• Bachelor's degree or equivalent.
• 2-5 years of relevant work experience.
• Experience with process management and/or project management experience is preferred.
• Client management and/or customer service experience is preferred.

• Strong interpersonal and communication skills.
• Strong planning, analytical and task management skills.
• Ability to collaborate with a variety of stakeholders to identify and discuss issues.
• Ability to work in a fast-paced environment managing multiple projects driven by multiple deadlines.
• Ability to use technology applications to manage projects.
• Ability to evaluate and use special software tools used in web surveillance and investigation analysis.

• Due to the nature of CSBS's business in support of state financial services supervision, all CSBS employees have the potential of interacting with confidential information related to the supervision of financial services companies ("Confidential Supervisory Information"). As a result, in addition to general business conflicts of interest, all CSBS employees are expected to disclose conflicts of interest in financial services companies on at least an annual basis and to proactively avoid such conflicts.

• Protect the confidentiality, integrity, and availability of CSBS information and information systems in accordance with CSBS policies and procedures.

Values Instilled Behaviors for Excellence (VIBE)

At CSBS, work-life balance isn't just a policy; it's our VIBE! We recognize that our team members have lives that deserve attention and care. That's why we create strong, supportive relationships that help everyone grow both professionally and personally. We honor each other's expertise and speak the truth, even when it's a bit awkward. And guess what? This honesty creates a vibe of respect and trust that powers our efficiency and our excellence. It lets us chase those career goals while also nurturing our personal pursuits. At CSBS, you can thrive at work and at home-it's the best of both worlds!

Just like a healthy work-life, collaboration is an essential part of CSBS's mission. In fact, it is the heartbeat of everything we do! We're all about pitching in, giving props to our colleagues, and having each other's backs. This allows us to push ourselves to our maximum potential and embrace those bold risks and innovative solutions. No matter what comes our way, our commitment to communication and teamwork strengthens us. We at CSBS are on mission and on the move, tackling all challenges together!

Leadership Competency Model

At CSBS, we believe in leadership at every level, empowering all employees, regardless of role, to take initiative, inspire others, and drive progress. Our five core competencies are Leading Change and Transformation, Leading Others, Results Focused, Business Intelligence, and Collaborative Partnering to provide a framework for professional growth while ensuring accountability in our performance.

Leading Change and Transformation means embracing innovation and adaptability to drive continuous improvement. Leading Others is about guiding, mentoring, and influencing colleagues to move our mission forward. A Results-Focused mindset ensures we meet our goals with efficiency and impact. Business Intelligence allows employees to make informed, strategic decisions based on data and industry insights. Finally, Collaborative Partnering fosters teamwork and strong relationships to achieve shared success.

This competency model not only supports individual growth and development but also strengthens CSBS as we evolve into a more agile and innovative organization. Here, leadership isn't just a title, it's a mindset that moves us forward together.

• General office
• Travel is required approximately 5% of the time.

This job description should not be construed to imply that these requirements are the only standards for the position. Incumbents will follow any other instructions and perform any other related duties as may be required. CSBS has the right to revise this job description at any time. CSBS is an "at will" employer and as such, neither this job description nor your signature constitutes any form of contractual arrangement between you and CSBS.