Reporting Coordinator & Mortgage QC

Summary

The Mortgage QC & Reporting Coordinator supports the integrity, compliance, and reporting functions of cdcb's residential mortgage lending operations. This role is responsible for coordinating quality control activities, maintaining accurate data across systems, and preparing timely reports for funders, investors, and regulatory agencies. The position also works closely with internal teams to strengthen reporting processes, support corrective action, and promote consistent, high‑quality documentation and compliance practices.

• Coordinate and support prefunding and post‑closing quality control reviews of mortgage loan files in accordance with cdcb's QC Plan and applicable investor requirements, including HUD‑FHA, VA, USDA, FHLB, Fannie Mae, and Freddie Mac.
• Serve as the primary internal liaison with cdcb's external QC vendor, TENA, to manage review timelines, monitor findings, and coordinate timely corrective action.
• Monitor and document deficiency findings, track trends, and prepare quality control reports that help management evaluate mortgage loan production and identify process improvements.
• Ensure random, targeted, and discretionary sampling methodologies are followed in alignment with cdcb's QC Plan.
• Review and update the Mortgage Quality Control Plan and related policies to reflect changes in investor, agency, and regulatory requirements, and communicate relevant updates to loan origination staff.
• Support corrective action processes when quality control reviews identify deficiencies at any stage of the loan process.

• Prepare and submit recurring and ad‑hoc reports to funders, investors, and regulatory agencies, including but not limited to:
• — CDFI Fund (AMIS portal reporting)
• — Neighbor Works America (Success Measures and annual reporting)
• — Fannie Mae / Freddie Mac (investor reporting and servicing compliance)
• — FFIEC / HMDA (Home Mortgage Disclosure Act reporting)
• — TDHCA and other applicable state or local funders
• Work closely with the Resource Development Coordinator to develop and maintain a comprehensive reporting calendar that tracks grant and funder deadlines, deliverables, and submission requirements.
• Monitor and communicate any new or changing reporting requirements from funders and regulatory agencies.
• Ensure grant reporting requirements are completed accurately and on time, with organized and accessible supporting documentation.

• Perform accurate and timely data entry across cdcb's key platforms and maintain consistency across systems, including:
• — Yardi (property and loan management)
• — Outcome Tracker (OT) (client and program outcomes)
• — KENN (Neighbor Works reporting)
• — TENA (mortgage QC platform)
• Develop and implement data quality assurance procedures to identify and resolve discrepancies, duplicates, and errors across systems.
• Conduct periodic data audits and reconciliations to maintain integrity and reliability of organizational data.

• Maintain awareness of local conditions and trends that affect clients, including housing affordability, economic opportunity, financial well‑being, and wealth building.
• Help design and strengthen systems and processes that improve operational efficiency and reporting accuracy.
• Carry out additional duties as assigned.

• Education:
  
  Bachelor's degree in Finance, Business Administration, Public Administration, Housing, or related field.
• Experience:
  
  Minimum 3 years of professional experience in mortgage lending, quality control, compliance, grant reporting, data management, or a closely related field.
• Exceptional written and verbal communication skills.
• Strong analytical and critical‑thinking skills with the ability to connect details to the big picture.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Strong organizational skills with the ability to manage multiple deadlines simultaneously.
• Ability to work both independently and collaboratively in a team‑oriented environment.

• Experience in residential mortgage lending and/or underwriting—familiarity with conventional, FHA, VA, USDA, and/or FHLB loan programs…