CountryPlace Mortgage, a leading nationwide personal property and mortgage lender headquartered in Plano, TX, is seeking an
Investor Reporting Analyst II
to join our Finance Team. This in-person role, based in our Plano, TX office, offers an exciting opportunity for an individual to advance their analytical skills in a high-impact environment. The Investor Reporting Analyst II 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
Manage investor closings and administer servicing requirements for Government, Agency and private label portfolios, including investor reporting, clearing rejects, and finalizing summary reports
Prepare and review Key Performance reports to support various company departments
Develop and automate recurring financial, operational, and investor reports using SQL, Excel, etc.
Operating Rate Lock Desk including loan pricing and investor updates
Responsible for monthly and quarterly financial reporting package
Responsible for loan sales and transfers within servicing systems
Ability to perform 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
Prepare reports for state audits, NMLS, MBFR, and HMDA requests
Administer servicing requirements for VA and USDA loan reporting
Assist in the preparation, coordination, and documentation of financial analysis projects
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 in Finance, Accounting, or Business
Proficient in Microsoft Office, including Excel
SQL knowledge a plus
14+ months of Manufactured Housing Financial Analysis experience OR
3+ years of finance experience in the mortgage or financial services industry
WE OFFER
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
#J-18808-Ljbffr
Investor Reporting Analyst II
to join our Finance Team. This in-person role, based in our Plano, TX office, offers an exciting opportunity for an individual to advance their analytical skills in a high-impact environment. The Investor Reporting Analyst II 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
Manage investor closings and administer servicing requirements for Government, Agency and private label portfolios, including investor reporting, clearing rejects, and finalizing summary reports
Prepare and review Key Performance reports to support various company departments
Develop and automate recurring financial, operational, and investor reports using SQL, Excel, etc.
Operating Rate Lock Desk including loan pricing and investor updates
Responsible for monthly and quarterly financial reporting package
Responsible for loan sales and transfers within servicing systems
Ability to perform 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
Prepare reports for state audits, NMLS, MBFR, and HMDA requests
Administer servicing requirements for VA and USDA loan reporting
Assist in the preparation, coordination, and documentation of financial analysis projects
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 in Finance, Accounting, or Business
Proficient in Microsoft Office, including Excel
SQL knowledge a plus
14+ months of Manufactured Housing Financial Analysis experience OR
3+ years of finance experience in the mortgage or financial services industry
WE OFFER
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
#J-18808-Ljbffr