Finance Manager, Mortgage Servicing & Forecasting

loanDepot; Plano (TX); Hybrid; USD 106,000 - 132,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Wellness program

Paid time off

Tuition reimbursement

Career growth opportunities

Job summary

loanDepot seeks a Financial Analyst for Mortgage Servicing to provide financial planning, forecasting, and strategic analysis. You will partner with Servicing leadership to evaluate performance, optimize efficiency, and drive insights through advanced modeling and reporting.

Responsibilities include budgeting, monthly performance analysis, KPI reporting, and scenario analyses. Experience in mortgage servicing and SQL/Oracle data sources is required; hybrid role based in Plano, TX.

Qualifications

• Bachelor’s Degree in finance or accounting required, and preferably six (6) + years of experience in the financial services industry.
• Two (2) + years of experience as a Financial Analyst supporting Mortgage Servicing.
• Mortgage industry experience required.
• Familiarity with relational databases (SQL, Oracle) including the ability to easily extract raw data is preferred.
• Previous project management experience required.
• This role requires a hybrid schedule based out of Plano, TX.

Responsibilities

• Develops and maintains annual budget, periodic forecasts, and long-range financial plans for the Mortgage Servicing Channel.
• Analyzes monthly financial performance against budget, forecast, and prior period results, identifying key drivers of variances
• Operates as a subject matter expert for financial systems, data sources, forecasting methodologies, KPIs, and reporting processes.
• Leads monthly financial review process for Servicing leadership, preparing presentations and communicating key business trends, risks, and opportunities.
• Conducts scenario, sensitivity, and capacity planning analyses to assess the financial impact of volume fluctuations, regulatory changes, delinquency, interest rate movements, and portfolio runoff.
• Identifies, recommends, and implements reporting automation and process improvement initiatives to increase efficiency, scalability, and data accuracy.
• Collaborates with Accounting to support month-end close activities, accrual analyses, expense allocations, and financial statement review.
• Establishes controls and validation procedures to ensure the accuracy and integrity of servicing, operational, and financial reporting.
• Develops detailed financial models to evaluate profitability impact and feasibility of proposed business initiatives.
• Drives migration and adoption of new processes, tools, and systems integrations to enhance visibility into loan level economics, costs to service by loan type and stats, and controllable vs. uncontrollable losses
• Creates ad hoc reports or analysis as requested by senior management.

Skills

Financial analysis

Budgeting

Forecasting

Reporting

Project management

Data extraction

Education

Bachelor's degree in finance or accounting

Tools

SQL

Oracle

Job description

loanDepot seeks a Financial Analyst for Mortgage Servicing to provide financial planning, forecasting, and strategic analysis. You will partner with Servicing leadership to evaluate performance, optimize efficiency, and drive insights through advanced modeling and reporting.

Responsibilities include budgeting, monthly performance analysis, KPI reporting, and scenario analyses. Experience in mortgage servicing and SQL/Oracle data sources is required; hybrid role based in Plano, TX.