Manager, Finance

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

Position Summary:

Responsible for providing financial planning, forecasting, reporting, and strategic analysis in support of the Mortgage Servicing organization. Partners with servicing leadership to evaluate financial performance, optimize operational efficiency, support strategic initiatives, and drive informed business decisions through advanced financial modeling, forecasting, and actionable insights. This position ensures the performance of all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.

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, Key Performance Indicators, 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 the 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.

Requirements:

• 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.

Why work for #teamloanDepot:

• Aggressive compensation package based on experience and skill set.
• Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
• Work with other passionate, purposeful, and customer-centric people.
• Extensive internal growth and professional development opportunities including tuition reimbursement.
• Comprehensive benefits package including Medical/Dental/Vision.
• Wellness program to support both mental and physical health.
• Generous paid time off for both exempt and non-exempt positions.

About loanDepot:

loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.

Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $106,000 and $132,000. Your base pay will depend on multiple individualized factors, including your job-related knowledge/skills, qualifications, experience, and market location.

We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.