Skip to Content


1994 Data and Reporting Associate - Durham, NC

The Organization:

Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided $8.5 billion in financing to 159,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. The Self-Help family of nonprofit organizations includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending. Through its credit union network, Self-Help serves over 150,000 people in North Carolina, California, Chicago, Florida and South Carolina. Learn more at, and



Position Description:

Self-Help is seeking a Data and Reporting Associate to join our Secondary Market team in Durham, NC. 

The Data and Reporting Associate will support the data needs of the team.  This will include obtaining, importing and validating data from multiple sources on loan payments, statuses and  characteristics, producing and analyzing reports for accounting and management to provide information about portfolio performance and responding to data requests to support the team and the organization with quality control, document custodian work, analysis, loss mitigation and property disposition.  The Data and Reporting Associate will communicate with parties both internal and external to the organization.


The Secondary Market team is in the process of converting to a new system.  The Data and Reporting Associate will assume the data and reporting responsibilities in the new system and support system operations.


The Secondary Market team is responsible for a multi-million dollar home lending program to make home ownership possible for low and moderate income families through partnerships with lenders and Fannie Mae and Freddie Mac. 


Essential Responsibilities:


  • Monitor automated data imports and run manual imports.Research and resolve any import issues.
  • Complete monthly processes for secondary market operations including reconciliations, transaction entry, and data updates.
  • Conduct other routine data processes including ordering updated credit scores, providing data to partners, and providing regulatory data.
  • Perform monthly data integrity and validation checks by conducting a series of queries and cross checks across various reports. Over time, acquire knowledge to make judgments regarding if results seem reasonable.
  • Verify data points for loan modifications and maintain the data in the system.
  • Document workflow processes.
  • Identify process improvements that will enhance current data management practices and processes.
  • Produce routine reports for internal and external users, including management, accounting & finance, loss mitigation, property disposition, home lending, auditors, examiners, and regulators. Review reports to ensure accuracy.
  • Respond to ad hoc data requests from Secondary Market team members and others across the organization.
  • Create reports as needed for presentations, etc.
  • Work with Data Operations Coordinator and Database Developer to improve process efficiencies and to develop operational infrastructure for new lender relationships and program changes.
  • Work with servicers and vendors, including the database vendor, to accomplish monthly data exchange and importing of data into the Secondary Market asset management application.
  • Perform other duties as may be deemed necessary.

Minimum Qualifications:

  • Bachelor’s degree or equivalent relevant experience, plus two (2) years of relevant work experience.
  • Proficiency in Excel required.
  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Preference for working in organizations that place priority on teamwork and collaboration
  • Strong written and verbal communication skills.
  • Excellent interpersonal skills.
  • Strong process orientation and ability to effectively plan, organize and prioritize work.
  • Ability to juggle multiple projects and work independently to meet goals and objectives.
  • Ability to analyze data, identify trends, and areas requiring further exploration.
  • Highly proficient with data manipulation and spreadsheets, including Excel.
  • Proficient in Microsoft Office Suite.
  • Ability to travel and work overtime if needed.


Desired Qualifications:


  • Experience with developing reports, manipulating data and databases preferred.
  • Familiarity with mortgage lending preferred.

Physical Requirements:


Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.  Must be able to occasionally lift and exert force of up to 40 pounds.




Competitive nonprofit salary, based on experience, plus a generous benefits package.




To apply, send resume and cover letter, describing why you are a fit for this position, to Please include the position title as the subject.  Application must be received by October 15, 2019 to ensure consideration.  Applications received after this date may or may not be considered, depending on the applicant pool.  The position will remain posted until filled.


Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.