Associate Treasury Operations Analyst
Rocket Companies
The Rock Family of Companies is made up of nearly 100 separate businesses spanning fintech, sports, entertainment, real estate, startups and more. We’re united by our culture – a drive to find a better way that fuels our commitment to our clients, our community and our team members. We believe in and build inclusive workplaces, where every voice is heard and diverse perspectives are welcomed. Working for a company in the Family is about more than just a job – it’s about having the opportunity to become the best version of yourself.
As an Associate Treasury Operations Analyst, you’ll play a vital role in ensuring smooth and accurate daily financial transactions that help power our organization’s core business. You’ll use your strong organizational and communication skills to facilitate key treasury operations and support both internal and external partners. In this dynamic position, your ability to prioritize, multi-task, and problem-solve will have a direct impact on the efficiency and accuracy of our financial processes. You’ll be empowered to contribute, learn, and grow as part of a collaborative team focused on excellence.
About the role
Daily reconciliation of cash to the servicing system
Research and report on all servicing balancing issues, research all client payment inquires
Initiate client refunds for overpayments and other misc refunds
Prepare and deliver investor reporting packages and facilitate the movement of cash
Document strategies and track progress as a means of holding business areas accountable for improvement
Utilize data tools to automate manual business processes
Provide strategic support for existing reports, dashboards or other tools to ensure successful implementation of chosen problem solutions
Define, gather, validate, and evaluate data requirements and quality
Analyze and interpret data using descriptive analysis techniques, experimental designs, sampling techniques and analytical methods
Maintain or update business intelligence tools, databases, dashboards, systems or methods and communicate information regarding them
Create data analysis tools or systems, including design of related spreadsheets, and outputs
About you
Minimum qualifications
Effective organizational skills, including planning and prioritization
Strong communication and collaboration skills
Ability to multi-task and adapt in a fast-paced environment
Preferred qualifications
Bachelor’s degree or equivalent experience in accounting, economics, finance, or another related field
Experience in accounting or a related financial field
Strong critical thinking and analytical skills
Proficiency in Microsoft Excel
What you’ll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We’ve got your back. Check out our full list of Benefits and Perks.
About us
Headquartered in Detroit, Rocket Loans was established to create the most simple, rocket fast personal loan process. We assembled a top-notch team of individuals combining new, passionate team members with some of the best veterans from Rocket Mortgage to create the most user-friendly lending platform in the world. We have given it our best to create an experience that is best-of-breed in the personal loan industry and commit even more to continuously improving it. At Rocket Loans, you’ll build a career that helps you achieve your professional goals while helping clients get the loans they need to reach their financial goals. We’re looking for innovators and those unafraid to disrupt the status -quo. With an inclusive culture and opportunities to make a positive impact, we’re here to help you foster your career growth.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team at Careers@myrocketcareer.com.
The Company is an Equal Employment Opportunity employer, and does not discriminate in any hiring or employment practices. The Company provides reasonable accommodations to qualified individuals with disabilities in accordance with state and federal law. Applicants requiring reasonable accommodation in completing the application and/or participating in the employment application process should notify a representative of the Human Resources Team, The Pulse, at Careers@myrocketcareer.com.