Financial Analyst at CountryPlace Mortgage

ABOUT THE ROLE

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

ESSENTIAL DUTIES & RESPONSIBILITIES

• Prepare, review, and distribute investor reporting packages (servicer certificates, escrow account reconciliation, expense roll forwards, and monthly activity reports)
• Responsible for Fannie Mae and Freddie Mac investor reporting
• Reconcile investor cash and payable accounts, reporting variances to accounting for wires, corrections, etc.
• Produce Key Performance reports to support business operations
• Manage rate sheet generation and distribution
• Execute loan sale transactions to government and private investors
• Prepare and submit Anti-money Laundering reports
• Administer charge-off transactions for loans serviced for others
• Identify and support financial projects and other duties 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, preferably in Finance, Accounting, or Business
• Working knowledge of Microsoft Office
• Recent college graduate entry level position

WE OFFER

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

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.  Local candidates only - relocation not available.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Cavco Industries and CountryPlace Mortgage are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.