Senior Financial Data Analyst — Plano Data & Insights

CountryPlace Mortgage - A Cavco Company; Plano (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Paid Holidays

401K Match

Generous PTO

FSA/HSA Plans

Life/Disability Insurance

Job summary

CountryPlace Mortgage, a Cavco Company, seeks a Senior Financial Data Analyst in Plano, TX to drive data modeling, pricing models and risk management. This in-person role partners with stakeholders to enhance reporting, improve processes, and maximize profitability.

The role emphasizes data analysis, governance, and collaboration with multiple departments to support investment decisions and regulatory compliance.

Qualifications

• BA/BS in Finance, Business, Accounting or Economics.
• 7+ years of financial analysis experience in mortgage or financial services.
• Mortgage/financial services background preferred.
• MSP experience preferred.
• SQL experience and data warehouse familiarity.
• Encompass experience is a plus.

Responsibilities

• Lead data modeling for investor transactions, due diligences, servicing transfers and capital market deals.
• Prepare, reconcile and validate investor data tapes and loan-level servicing data.
• Manage end-to-end transaction lifecycles including onboarding and governance docs.
• Coordinate requests and respond to investor, regulatory and audit inquiries.
• Conduct financial modeling, portfolio analysis and quantitative reporting.

Skills

Data modeling

SQL expertise

Financial analysis

GAAP knowledge

Communication skills

Education

BA/BS in Finance/Business/Accounting/Economics

Tools

MSP

Encompass

SQL Server

Job description

CountryPlace Mortgage, a Cavco Company, seeks a Senior Financial Data Analyst in Plano, TX to drive data modeling, pricing models and risk management. This in-person role partners with stakeholders to enhance reporting, improve processes, and maximize profitability.

The role emphasizes data analysis, governance, and collaboration with multiple departments to support investment decisions and regulatory compliance.