Senior Financial Analyst

ABOUT THE ROLE

CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking aSenior Financial Analystto 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 Senior 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 & RESPONSIBILITIESManage 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!