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Rushmore Loan Management Services Forms Analyst, Senior in Dallas, Texas

Come Join the Rushmore Team! Whether you are interested in correspondent origination and sale of mortgages, mortgage servicing operations, real estate management of REO assets, or various corporate positions to support our growing business, Rushmore may just have the position you’ve been waiting for. Browse our openings and contact us today to learn about career opportunities offering competitive salaries and comprehensive benefit packages.


The Company Core Values: We are PROUD, All for WON, and We are SCRAPPY are inherent to how Employees view and act. To ensure Employees have an environment where expectations are clear, we desire that all employees embrace each Core Value through the use of descriptors and employees understand the behavioral drivers to be successful. We are Proud: Reliable Confident, Committed, All for Won: Team Player, Collaborative, and We are Scrappy: Resourceful, Persistent, and Innovative

In addition to the Company Core Values, there are two Supporting Values that Employees are expected to strive to exemplify on a daily basis: Integrity, which is our Permission-to-Play value; and Excellence, which is our Aspirational value.


The Senior Forms Analyst is responsible for working with all levels of management and all business units to implement forms related controls in accordance with CFPB guidelines and other regulatory, state and federal guidelines within required timeframes. As a centralized point of contact, interface with Law, Compliance and Marketing to resolve concerns, make recommendations and ensure accuracy and compliance of Rushmore’s customer facing forms (letters, templates, etc.)


  • Responds to complex requests from the Law and Compliance departments with regard to state and federal audits, regulatory changes and litigation; provide necessary information while ensuring a high degree of accuracy

  • Conducts cross-functional team meetings to resolve programming and/or production issues and provide or negotiate a resolution in order to ensure accurate letters/packages are in production

  • Conducts meetings with various groups for awareness, buy-in, and downstream impacts on new form project initiatives

  • Works with the Law, Compliance and Marketing departments on development and approval of forms including inserts and attachments

  • Works with lines of business to develop, amend and implement new customer-facing forms in alignment with the growth of new lines of business or products

  • Works with the lines of business, the Law and Compliance departments in identifying, vetting, and retiring outdated or unused forms from various systems· Works with IT Development to determine business and programming requirements· Works with IT, Business, and Business Solutions departments to ensure accurate programming and testing

  • Manages database for tracking all form requests, changes, versions, tests and approvals and other key data regarding forms

  • Utilizes critical thinking and sound judgment skills to determine and communicate how forthcoming changes may impact other business units

  • Oversees version control practices on internal, external, physical and electronic forms· Provides training and consultation to the line of business regarding process control points / approval process

  • Guides third party service providers to ensure programing is accurate and consistent; facilitate and work with Business and third party service provider to resolve obstacles

  • Writes or advises the line of business on content of Servicing Change Management Committee submissions

  • Develops and analyzes large datasets for reconciliation or establishing trend information; establish business requirements for report development

  • Assists in various projects as requested

  • Performs other duties as assigned by management


  • Aptitude to conceptualize, plan and implement stated goals and objectives. Sound critical thinking and innovation

  • Ability to interface and work well with all levels of management, peers and other departments; must be collaborative.

  • Excellent written and oral communication skills; ability to clearly convey ideas

  • Ability to execute strategy and communicate knowledge of business processes and enabling technologies

  • Able to negotiate between parties and drive toward an acceptable resolution by all parties.

  • Ability to independently set and organize own work priorities for self and successfully adapt to new priorities as part of a changing environment

  • Ability to manage multiple projects at a time and navigate competing priorities

  • Must be able to work concurrently on a variety of tasks/projects in an environment that demands a high degree of accuracy and productivity in cooperation with individuals having diverse personalities and work styles

  • Ability to work in a fast moving environment with quick response times, keeping pace with the business, addressing time-sensitive demands


  • High School Diploma required

  • Bachelor’s Degree preferred, or a combination of education and experience is required

  • Minimum 5 years in the mortgage industry with servicing knowledge

  • Understanding of compliance and regulations

  • Systems/business analysis exposure desired

  • Black Knight / MSP experience desired


  • Proficient in Microsoft Office applications

ID: 2021-3282

FLSA Status: Exempt

External Company Name: Rushmore Loan Management Services

External Company URL:

Street: 1755 Wittington Place, Ste. 400