Senior Financial Transaction Analyst

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

Job summary

CountryPlace Mortgage, a leading lender headquartered in Plano, TX, seeks a Senior Financial Transaction Analyst to strengthen the Finance Department. This in-person role focuses on data modeling, pricing models, and risk management to enhance reporting and profitability.

You will work with stakeholders to optimize processes, monitor transactions, and deliver insights that influence investment decisions and governance.

Qualifications

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

Responsibilities

• Lead data modeling for investor transactions and due diligence activities; manage lifecycle of transactions with regulatory compliance.
• Prepare and reconcile investor data tapes and loan-level servicing data for due diligence and regulatory reporting.
• Coordinate documentation for investor requests and audit inquiries; ensure audit-ready records.
• Perform financial modeling, portfolio analysis, and quantitative reporting to support investment decisions and governance.
• Collaborate with Capital Markets, Risk, Compliance, Legal, Product, Operations, Servicing, Tech, and Sales to support transactions and regulatory adherence.

Skills

Communication

Detail oriented

Problem solving

Time management

Leadership

Team collaboration

Education

BA/BS in Finance or related field

Tools

SQL

MS Excel

MSP

Encompass

Data warehouses

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