Branch Operations Analyst - Analyst

Job Title Branch Operations Analyst Corporate Title Analyst Location Santa Ana, CA Overview   As a Branch Operations Analyst within Document Custody Operations, you will play a critical role in safeguarding mortgage collateral assets, maintaining operational controls, and supporting the delivery of high-quality custody services to internal stakeholders, clients, investors, and regulatory agencies. You will serve as a trusted operational resource responsible for ensuring activities are executed accurately, in compliance with established procedures, and in alignment with risk management and audit expectations, while developing subject matter expertise in one or more areas of Document Custody Operations. In this capacity, you will provide guidance, oversight, and support for complex transactions, process improvements, and operational initiatives, directly contributing to operational excellence, regulatory compliance, client satisfaction, and the protection of the Bank’s reputation. This role offers exposure to a broad range of custody functions, including document intake and certification, collateral file maintenance, imaging and records management, authorized signer validation, release and transfer processing, investor reporting support, exception management, quality control reviews, audit preparation, and client-facing operational activities. You will analyze and resolve operational issues, perform detailed research, validate documentation against established requirements, coordinate with business partners and vendors, help ensure work is completed accurately and within service level expectations, and, as you gain experience, support peers through training, process improvements, operational governance, and risk management activities that strengthen the overall control environment.

You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You’ll Do Perform operational activities supporting Document Custody functions, ensuring transactions, records, and documentation are processed accurately, timely, and in compliance with established policies, procedures, investor requirements, and regulatory expectations Research, analyze, and resolve routine to moderately complex operational issues, exceptions, and customer requests while maintaining complete and audit-defensible documentation of all actions taken Serve as a control point within the operation by validating documentation, approvals, authorities, and supporting records to ensure adherence to custody, risk, and compliance requirements Support operational governance activities including audits, quality reviews, internal controls monitoring, risk assessments, corrective action validation, and process improvement initiatives Develop subject matter expertise within assigned operational functions and provide guidance, training, and knowledge-sharing support to teammates, business partners, and stakeholders Provide day-to-day oversight and coordination of contractor resources by supporting onboarding, training, productivity monitoring, quality expectations, workflow allocation, and adherence to operational standards and procedures Skills You’ll Need Bachelor's degree in Business Administration, Finance, Operations Management, or a related field; or equivalent combination of education and relevant work experience Relevant experience in operations, loan servicing, document custody, collateral management, banking operations, financial services, records management, or a related operational