Chief Financial Officer- Mortgage Industry exp required

Job description

Chief Financial Officer- Mortgage Industry exp required

Position: Chief Financial Officer

Location: Brea, CA

Work Model: On-site

Compensation: $150,000–$200,000+ base salary depending on experience

Bonus: Performance-based annual bonus tied to financial accuracy, reporting timeliness, cost optimization, and company profitability targets

Schedule: Full-time, Monday–Friday; executive-level flexibility expected

Benefits: Health insurance, PTO, 401(k) match, vision, dental

Overview

A growing TPO/wholesale lending company is hiring a Chief Financial Officer to lead financial operations, accounting, servicing financial workflows, HR/payroll administration, broker financial workflows, and regulatory financial reporting.

This is a hands-on executive role for someone with deep mortgage finance and accounting experience who can manage both strategic financial leadership and day‑to‑day operational execution. The CFO will oversee everything from daily funding reconciliation, broker commission payments, banking operations, and warehouse line follow-up to NMLS reporting, servicing financial operations, and HR/payroll administration.

Responsibilities

Oversee accounting operations, including daily bookkeeping, QuickBooks journal entries, bank account reconciliation, and period‑end financial closings

Reconcile daily LOS data against warehouse actuals and escalated discrepancies to the funding team

Manage broker commission payments and monthly brokerage incentive payments

Manage origination‑related vendor payments and administrative expenditures

Lead banking operations, including daily multi‑account review, journal reconciliation, Positive Pay administration, wire/ACH activity, and bank payment processing

Manage loan‑purchase financial follow‑up before and after purchase

Prepare period‑end journal reconciliations and financial statement closings

File quarterly NMLS Call Reports

Submit financial statements to NMLS, warehouse lenders, and investors upon request

Oversee servicing financial operations, including payment collection, borrower statement mailing, payment deposits, transfer/goodbye letters, and delinquent account follow‑up

Manage TPO/broker onboarding financial workflows, including application review, broker portal setup, welcome packages, and NMLS follow‑up

Manage payroll processing for W-2 and 1099 employees

Oversee payroll bookkeeping, PTO/leave tracking, employment administration, employment verification administration, 401(k) contributions, health insurance enrollment, and monthly premium payments

Work closely with CEO/ownership, operations/funding, warehouse lenders, broker relations, loan officers, investors, vendors, and external auditors

Build scalable financial processes as the company grows

Qualifications

10+ years of mortgage finance/accounting experience

At least 5 years in a senior leadership role

Prior CFO, VP of Finance, or Controller experience at a mortgage lender, TPO/wholesale shop, or similar financial institution preferred

CPA or equivalent professional certification strongly preferred

Deep knowledge of mortgage lending accounting, warehouse line operations, and NMLS regulatory financial reporting

Hands‑on experience with QuickBooks and loan origination systems such as Byte or similar

Advanced Microsoft Excel skills

Experience with banking platforms, DocuSign, NMLS system, and payroll platforms

Expertise in TPO/wholesale lending financial workflows, broker commission structures, and investor reporting

Strong banking operations background, including Positive Pay systems, multi‑account reconciliation, and wire/ACH management

Experience managing payroll, benefits administration, 401(k), health insurance, and HR financial functions

Experience with NMLS Call Reports and state‑level regulatory filings preferred

Servicing portfolio management experience preferred, including payment collection, escrow, and delinquency follow‑up

Highly detail‑oriented with the ability to manage daily, monthly, and quarterly deadlines simultaneously

Comfortable operating across accounting, servicing, TPO, and HR functions

Self‑starter who can work with minimal supervision and scale processes as the company grows

NMS Disclaimer

Client requirements and hiring decisions are set by the hiring company. Please ensure your application details align with your resume and reflect your direct experience. Thank you for your interest!

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Worksite address

anaheim, CA, 92808, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.