Investor Reporting Analyst II

ABOUT THE ROLE

CountryPlace Mortgage, a leading nationwide personal property and mortgage lender headquartered in Plano, TX, is seeking a 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.


• Operate Rate Lock Desk including loan pricing and investor updates


• Responsible for monthly and quarterly financial reports


• 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


• 2+ years of finance experience, preferably in financial services

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.