Senior Financial Transaction Analyst

Job description

CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Senior Financial Transaction Analyst to help grow our Finance Department. This in-person role located in our Plano, TX office will focus on data modeling, pricing models, and risk management offering an exciting opportunity to work within a high-impact environment. Working closely with stakeholders to enhance reporting, optimize business processes, and contribute valuable insights to improve strategies, manage risk, and maximize profitability.

ESSENTIAL DUTIES & RESPONSIBILITIES

Lead data modeling for investor transactions and due diligence activities for bulk and flow agreements, servicing transfers, approvals, renewals, and capital market transactions while ensuring timely execution and regulatory compliance

Prepare, reconcile, and validate investor data tapes, loan-level servicing data, and financial records for due diligence reviews, portfolio acquisitions, servicing transfers, investor onboarding, and regulatory reporting

Manage end-to-end transaction lifecycles, including onboarding, approvals, portfolio transfers, governance documentation, and ongoing monitoring to ensure operational readiness and audit transparency

Coordinate investor, stakeholder, and due diligence requests by providing financial, operational, servicing, and governance documentation while responding to investor, regulatory, rating agency, and audit inquiries

Conduct financial modeling, portfolio analysis, data validation, and quantitative reporting to support investment evaluations, lending decisions, transaction approvals, and governance initiatives

Partner with Capital Markets, Risk, Compliance, Legal, Product Management, Operations, Servicing, Technology, and Sales teams to support investment decisions, transaction execution, and regulatory compliance

Ensure compliance with internal and external governance requirements while maintaining audit-ready documentation and regulatory adherence

Monitor transactions, servicing portfolios, operational performance metrics, and due diligence milestones while proactively identifying risks, escalating issues, and driving timely resolution

Analyze financial, operational, transactional, and servicing data using SQL, advanced Excel, and reporting tools to support investment decisions, identify risks, validate performance, and deliver actionable insights

Perform data mining, data analysis, quality assurance, and exception management across large datasets to identify trends, resolve discrepancies, and improve reporting accuracy and data integrity

Prepare executive presentations and deliver data-driven insights, transaction updates, portfolio analyses, and recommendations to senior leadership and key stakeholders

POSITION REQUIREMENTS, CAPABILITIES, & SKILLS

Excellent written, verbal and interpersonal communication skills

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

Effective decision-making, customer service and problem-solving skills

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

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 leadership skills with the ability to guide and influence others

Strong understanding of accounting principles and GAAP

Consistently meets and exceeds individual, team and department objectives

Perform other duties and special projects as assigned

MINIMUM QUALIFICATIONS

BA/BS degree required in Finance, Business, Accounting, or Economics

7+ years of experience in financial analysis, in the mortgage or financial services industry

Mortgage industry or financial service industry experience strongly preferred

MSP experience preferred

SQL experience and working with data warehouses

Report automation tools a plus

Understanding of accounting principles and concepts

Familiarity with Secondary Marketing and Capital markets is a plus

Advanced Microsoft Office capabilities

Experience with Encompass and MSP preferred

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Worksite address

plano, TX, 75086, US

Who can apply

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