Loan Portfolio Strategist na CountryPlace Mortgage

ABOUT THE ROLE

CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Loan Portfolio Strategist 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 Loan Portfolio Strategist 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

• Analyze loan performance, prepayment trends, delinquency rates, and pipeline forecasts to provide insights
• Collaborate with investors to deliver portfolio performance updates, respond to data requests, and support reporting needs
• Partner with accounting, capital markets, servicing, and operations teams to ensure accurate data reporting
• Work closely with leadership teams to enhance the quality and effectiveness of key performance reports
• Ensure data integrity and accuracy by designing quality checks and reconciling data across multiple systems
• Lead ad-hoc analyses, scenario modeling, and data deep dives to inform leadership decisions
• Build and maintain financial and operational models for forecasting, scenario planning, and portfolio analysis
• Develop and enhance KPIs to track performance and identify emerging trends
• Continuously identify and implement automation and workflow enhancement
• Partner with IT teams to automate recurring reports, streamline workflows, and improve reporting
• Oversee the preparation of monthly and quarterly financial reporting packages
• Support additional financial analysis, compliance reporting, and special projects as assigned

 POSITION REQUIREMENTS, CAPABILITIES & SKILLS

• Excellent written, verbal and interpersonal communication skills
• Strong leadership skills with the ability to guide and influence others
• Meticulous attention to detail and accuracy
• Adept at identifying and resolving problems in a timely manner
• Advanced organizational and time management skills with the ability to multi-task
• Ability to strategize and prioritize efforts to achieve goals
• Excellent research and critical thinking skills
• Good problem-solving and decision-making skills
• Strong interpersonal skills and ability to work well with a wide range of people
• Ability to read and interpret published rules and regulations
• Positive & professional demeanor
• Self-starter with strong organizational skills
• Highly organized, consistent, and solutions focused
• Employ a strong sense of urgency and ownership in all activities
• Self-motivated with the ability to work independently
• Ability to work effectively in a team environment
• Strong understanding of accounting principles and GAAP

MINIMUM QUALIFICATIONS

• BA/BS degree required in Finance, Business, Accounting, or Management
• Requires a minimum of 5+ years of relevant experience in financial analysis, preferably in the mortgage, banking, or financial services industry
• Advanced proficiency in Microsoft Office, with expertise in complex Excel functions,
• SQL experience and comfortable working with large data sets
• Familiarity with Secondary Marketing and Capital markets is a plus

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.