Senior Financial Transaction Analyst

Ultipro; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid Holidays

401K Match

Generous PTO

FSA/HSA Plans

Life / Disability / Insurance

Job summary

CountryPlace Mortgage in Plano, TX is seeking a Senior Financial Transaction Analyst to drive data modeling, pricing models, and risk management in a hands-on, in-person role at our Plano office.

You will collaborate with multiple departments to enhance reporting, optimize processes, and deliver insights to improve profitability and governance. Must have extensive financial analysis and SQL experience.

Qualifications

• BA/BS degree in Finance, Business, Accounting, or Economics.
• 7+ years of experience in financial analysis in mortgage/financial services.
• MSP experience preferred.
• SQL experience with data warehouses.
• Advanced Excel and data analysis skills.

Responsibilities

• Lead data modeling for investor transactions and due diligence.
• Prepare and reconcile investor data tapes and servicing data.
• Manage end-to-end transaction lifecycles and governance documentation
• Coordinate investor and due diligence requests with stakeholders
• Conduct financial modeling, portfolio analysis, and quantitative reporting
• Partner with Capital Markets, Risk, Compliance, Legal, and Operations teams
• Ensure governance and regulatory compliance in all activities
• Monitor portfolios and identify risks with proactive resolution
• Prepare executive presentations and data-driven insights

Skills

Data modeling

Financial analysis

SQL

Leadership

Attention to detail

Communication

Education

Bachelor's degree in Finance or related field

Tools

MSP

Encompass

Excel

PowerPoint

Job description

Description

ABOUT THE ROLE

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

WE OFFER

• Paid Holidays
• 401K Match
• Generous PTO
• FSA/HSA Plans
• Life /Disability/Accidental Insurance and much more!

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Local candidates only - relocation not available.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Cavco Industries and CountryPlace Mortgage are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.

Qualifications

Skills

Required

Microsoft Power Point

Advanced

Microsoft Excel

Advanced

Education

Required

Bachelors or better in Finance or related field.

Experience

Required

Understanding of accounting principles and concepts

SQL experience and working with data warehouses

7 years:

7 years:

Experience in financial analysis, in the mortgage or financial services industry

Preferred

Experience with Encompass and MSP preferred

Familiarity with Secondary Marketing and Capital markets is a plus

Report automation tools a plus

Mortgage industry or financial service industry experience strongly preferred

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.