Summer 2027 Intern - Mortgage Operations Analyst
Core
Support end-to-end servicing and operational accounting activities for a commercial mortgage portfolio, including cash, tax, reconciliation, and reporting.
Role type
Summer Intern, Mortgage Operations Analyst
Builds
Operational accounting reports, client service documentation, and process improvement initiatives
Domain
Financial Services / Commercial Mortgages
Deliverable
dashboards & analysis
Required skills
Accounting concepts, Microsoft Excel proficiency, Data analysis, Process documentation, Attention to detail, Analytical problem-solving
Preferred skills
Power Query, Power BI, VBA, SQL, Alteryx, Microsoft Copilot, Process mapping, System testing
Technologies
Microsoft Excel, Microsoft 365, Power Query, Power BI, VBA, SQL, Alteryx, Microsoft Copilot
Responsibilities
Assist with cash, tax, transaction, reconciliation, and reserve-account activities; Support client-servicing processes by organizing information and maintaining documentation; Review data and reports for completeness and accuracy; Participate in mortgage system testing and user acceptance testing; Map processes and identify opportunities to reduce manual effort; Use Excel and automation tools to support analysis and process improvement.
Seniority
Intern (2nd-3rd year student)