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Servicing Reporting Specialist

About GoodLeap:

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.

 

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.


Summary:

The Servicing Reporting Specialist is responsible for the support of flow and presentation of information to Investors and Servicing Leadership, by understanding business and data requirements (achieved by gathering, analyzing, compiling, and delivering data, business reports, presentations, training and other documents or information). They will work independently and in partnership with internal teams and our sub-servicer as the subject matter expert to direct and/or support project work and to troubleshoot complex issues at the direction and collaboration of the Assistant Manager of Servicing & Asset Management. 


Essential Job Duties and Responsibilities:
  • Monitor daily and monthly reporting for all investors and other stakeholders
  • Conduct oversight tasks (document and transaction audits, monitoring, etc.) as needed to support servicing oversight strategy
  • Identify and resolve reconciliation differences by working with the appropriate internal/external parties to resolve differences
  • Oversee sub-servicers’ delivery of reports and remittances to investors, supporting timeliness and accuracy
  • Field questions that arise, complete the necessary research, and respond in an appropriate time frame
  • Banking administrative activities (establish new accounts, facilitate STOs, etc.) 
  • Other tasks and projects as assigned by the Assistant Manager of Servicing & Asset Management


Required Skills, Knowledge and Abilities
  • 2+ years of accounting/bookkeeping or loan servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education
  • Strong understanding of financial reconciliations and payment processing preferred
  • Intermediate to Expert Microsoft Office (Word, Excel, and Outlook) skills
  • Strong problem-solving abilities and critical thinking skills (research, gather, arrange, compile, summarize and evaluate data in recommending solutions)
  • Organized with strong time-management, technical proficiency, and superb attention to detail
  • Ability to conceptualize and quickly understand new processes
  • Demonstrate ability to prioritize and work effectively while meeting tight deadlines with accuracy and minimal supervision
  • Agile and flexible to changes whether driven by shifting industry, investors, company, or department initiatives/mandates
  • Ability to handle multiple projects simultaneously
  • Excellent written and oral communication skills
  • Capability to work independently and as a team player 
  • Ability to establish and build healthy working relations and partnerships with servicers, peers and third parties


Compensation: $21.00 - $26.00 per hour


Additional Information Regarding Job Duties and Job Descriptions:


Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.


If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!  Apply today!

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Average salary estimate

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$43680K
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What You Should Know About Servicing Reporting Specialist, GoodLeap

As a Servicing Reporting Specialist at GoodLeap, you'll become an integral part of a fast-paced company that's making a real difference in sustainable financing and technology. GoodLeap specializes in solutions that help homeowners access eco-friendly products like solar panels and energy-efficient HVAC systems. In this role, you’ll be responsible for the flow and presentation of crucial information to Investors and Servicing Leadership, ensuring that data is accurately compiled and communicated. You’ll dive into daily and monthly reporting, conduct important oversight tasks, and work closely with both internal teams and sub-servicers to resolve reconciliation differences. Your analytical skills will shine as you monitor report accuracy, field inquiries, and support timely remittances to investors. If you have at least two years of accounting or loan servicing experience, and you’re proficient in Microsoft Office, you'll find this position offers a great blend of challenges and opportunities. With GoodLeap’s commitment to innovation and sustainability, you’ll be contributing to projects that truly matter while enjoying a culture that values collaboration and ongoing personal development. If you’re ready for a role where your attention to detail and problem-solving skills can shine, we invite you to apply and start making waves in the world of sustainable solutions.

Frequently Asked Questions (FAQs) for Servicing Reporting Specialist Role at GoodLeap
What does a Servicing Reporting Specialist do at GoodLeap?

At GoodLeap, a Servicing Reporting Specialist is responsible for analyzing and compiling financial data to provide accurate reports to investors and leadership. They monitor daily and monthly reporting, oversee audits, and ensure timely delivery of information from sub-servicers, enabling the company to maintain its high standards in servicing oversight.

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What qualifications are needed for the Servicing Reporting Specialist position at GoodLeap?

To qualify for the Servicing Reporting Specialist position at GoodLeap, candidates should have at least two years of experience in accounting, bookkeeping, or loan servicing. A strong understanding of financial reconciliations and excellent Microsoft Office skills are preferred, along with the ability to problem-solve effectively and manage multiple projects simultaneously.

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How does GoodLeap support its Servicing Reporting Specialist team?

GoodLeap actively supports its Servicing Reporting Specialist team through a collaborative work environment where learning and development are prioritized. Specialists can expect to receive guidance from experienced colleagues and managers, empowering them to effectively tackle complex reporting tasks and issues.

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What kind of work culture can a Servicing Reporting Specialist expect at GoodLeap?

A Servicing Reporting Specialist at GoodLeap can expect a dynamic and collaborative work culture focused on sustainability and innovation. Team members are encouraged to share ideas and support each other, ensuring that everyone has a voice and that professional development is a shared goal.

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What is the salary range for a Servicing Reporting Specialist at GoodLeap?

The salary range for a Servicing Reporting Specialist at GoodLeap is between $21.00 and $26.00 per hour, depending on experience and qualifications. This competitive pay reflects GoodLeap's commitment to attracting and retaining top talent in the industry.

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Common Interview Questions for Servicing Reporting Specialist
What skills do you think are essential for a Servicing Reporting Specialist?

I believe essential skills for a Servicing Reporting Specialist include strong analytical abilities, detailed knowledge of financial reconciliations, and proficiency in Microsoft Office, especially Excel. It's also important to have excellent problem-solving skills and the ability to manage multiple projects efficiently.

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How would you approach a situation where there are discrepancies in financial reports?

In such a situation, I would first thoroughly review the reports to understand where the discrepancies are. Next, I would reach out to the relevant internal or external parties to gather additional information. Communication is key, and I would ensure all stakeholders work collaboratively to resolve the issue as efficiently as possible.

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Can you describe your experience with financial reporting?

I have over two years of experience in financial reporting, where I've been responsible for compiling data, monitoring reports, and ensuring accuracy in financial statements. My attention to detail has helped identify discrepancies early on, which has improved the overall reliability of our reporting.

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How do you prioritize tasks in a fast-paced environment?

In a fast-paced environment, I prioritize tasks by assessing deadlines and the impact of each task on overall project goals. I use organization tools and regularly reevaluate my priorities based on any changing circumstances to stay on track and meet deadlines.

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What methods do you use for data analysis?

I typically use Excel for data analysis because of its powerful capabilities to handle large datasets. I employ various functions to summarize data, create pivot tables for reporting, and use graphs to visualize trends. This aids in making data-driven decisions.

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How would you ensure the accuracy of your reports?

To ensure accuracy in my reports, I develop a systematic approach to double-check my data entries against original sources. I also seek feedback from peers when necessary and keep detailed documentation of my processes, which helps in tracing any issues back to their source.

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What experience do you have with project management?

I have managed various projects where I coordinated teams and ensured we met deadlines and objectives. My approach involves setting clear goals, maintaining open lines of communication, and adjusting strategies as needed to overcome obstacles.

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How comfortable are you with using technology in this role?

I am very comfortable using technology, especially tools like Excel and other reporting software. My background has provided me the opportunity to become proficient, and I am always eager to learn about new technologies that could improve efficiency.

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How do you handle pressure and tight deadlines?

I handle pressure by breaking down tasks into smaller, manageable steps and maintaining a focus on the end goal. When facing tight deadlines, I remain organized and proactive in communicating with my team to ensure we stay on track.

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Why are you interested in the Servicing Reporting Specialist position at GoodLeap?

I'm excited about the Servicing Reporting Specialist position at GoodLeap because it allows me to combine my passion for sustainability with my expertise in financial reporting. I admire GoodLeap’s commitment to delivering innovative solutions and would love to contribute to such impactful initiatives.

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GoodLeap has an ambitious mission: to connect a world in which everyone can live sustainably. GoodLeap provides frictionless, point-of-sale technology for countless mission-driven professionals and millions of people who seek to live a more susta...

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BENEFITS & PERKS
Dental Insurance
Disability Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Vision Insurance
Performance Bonus
Family Medical Leave
Paid Holidays
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 14, 2025

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