Financial Analyst

ABOUT THE ROLE

CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Financial Analyst to join our Finance Team. This in-person role offers an exciting opportunity to deepen and broaden analytical skills within a high-impact environment. Located in our Plano, TX office, the Financial Analyst will work closely with various departments in a visible role to drive cross-functional collaboration. Responsibilities include enhancing reporting, optimizing business processes, and contributing valuable insights to improve strategies, manage risk, and maximize profitability. This position reports directly to the Finance Manager.

 ESSENTIAL DUTIES & RESPONSIBILITIES

• Manage investor closings and administer servicing requirements for Government, Agency and private label portfolios, including investor reporting, clearing rejects, and finalizing summary reports
• Work with Department leaders to identify and improve Key Performance Reports
• Continuously identify and implement automation, workflow enhancement, and reporting improvements
• Develop and automate recurring financial, operational, and investor reports using SQL, Excel, etc.
• Manage Rate Lock Desk operations including loan pricing and investor updates
• Manage monthly and quarterly financial reporting package
• Manage loan and bulk sale transactions
• Prepare and review escrow reconciliations, expense roll-forwards, and activity reporting for various investors
• Reconcile cash and payables for investors, reporting variances to accounting for wires, corrections, etc.
• Administer loan repurchases and transfers, ensuring adherence to investor and regulatory guidelines
• Review and assist in audit preparation and compliance reporting
• Create, implement, and maintain investor reporting processes and packages
• Collaborate with Servicing, Accounting, etc. to improve performance, accuracy, and operational efficiency
• Support additional financial analysis, compliance reporting, and special projects as assigned

POSITION REQUIREMENTS, CAPABILITIES & SKILLS

• Exceptional analytical and critical thinking abilities
• Excellent written, verbal and interpersonal communication skills
• Strong attention to detail with a high degree of accuracy
• Proven ability to identify, analyze, and resolve issues efficiently
• Highly organized with strong multi-tasking and time management skills
• Skilled in managing multiple projects and meeting tight deadlines
• Effective decision-making, customer service and problem-solving skills
• Ability to prioritize efforts to achieve goals
• Ability to collaborate with individuals across all levels
• Consistently maintains a positive & professional demeanor
• Demonstrates urgency and a strong sense of ownership in all activities
• Self-motivated with the ability to work independently

MINIMUM QUALIFICATIONS

• Bachelor's degree required in Finance, Accounting, Business, or a related field
• Advanced Microsoft Office capabilities
• SQL experience and working with data warehouses
• Report automation tools a plus
• Understanding of accounting principles and concepts
• Familiarity with Secondary Marketing and Capital markets is a plus
• 5+ years of experience in financial analysis, preferably in the mortgage or financial services industry

WE OFFER

• Competitive Salary
• Medical/Dental/Vision Insurance
• Paid Holidays
• 401K Match
• Generous PTO
• FSA/HSA Plans
• Life /Disability/Accidental Insurance and much more!