Financial Analyst

Financial Analyst – Country Place Mortgage (Plano, TX)

Join to apply for the Financial Analyst role at Country Place Mortgage
—a leading nationwide personal property and mortgage lender headquartered in Plano, TX.

This in-person role is part of our Finance Team, reporting directly to the Finance Manager. The Financial Analyst will work closely with various departments in a highly visible role, driving cross‑functional collaboration and providing valuable insights to improve strategies, manage risk, and maximize profitability.

• Manage investor closings and administer servicing requirements for Government, Agency and private label portfolios, including investor reporting, clearing rejects, and finalizing summary reports.
• Prepare and review Key Performance Reports to support various company departments.
• Develop and automate recurring financial, operational, and investor reports using SQL, Excel, and other tools.
• Operate the Rate Lock Desk, including loan pricing and investor updates.
• Prepare monthly and quarterly financial reports.
• Coordinate loan sales and transfers within servicing systems.
• Perform escrow reconciliations, expense roll‑forwards, and activity reporting for investors.
• Reconcile cash and payables for investors, reporting variances to accounting for wires, corrections, etc.
• Administer loan repurchases and transfers, ensuring adherence to investor and regulatory guidelines.
• Prepare reports for state audits, NMLS, MBFR, and HMDA requests.
• Administer servicing requirements for VA and USDA loan reporting.
• Assist in the preparation, coordination, and documentation of financial analysis projects.
• Other duties as assigned.

• Exceptional analytical and critical thinking abilities.
• Excellent written, verbal and interpersonal communication skills.
• Attention to detail and high accuracy.
• Proven ability to identify, analyze, and resolve issues efficiently.
• Highly organized with strong multi‑tasking and time‑management skills.
• Experience managing multiple projects and meeting tight deadlines.
• Effective decision‑making, customer service and problem‑solving skills.
• Prioritization abilities to achieve goals.
• Ability to collaborate across all levels.
• Positive & professional demeanor.
• Demonstrated urgency and strong sense of ownership.
• Self‑motivated and able to work independently.

• Bachelor's degree in Finance, Accounting, or Business.
• Proficient in Microsoft Office, especially Excel.
• Knowledge of SQL is a plus.
• 2+ years of finance experience, preferably in financial services.

• Competitive salary.
• Medical, Dental, and Vision insurance.
• Paid holidays.
• 401(k) match.
• Generous PTO.
• FSA/HSA plans.
• Life, disability, and accidental insurance.

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 classified as such. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Cavco Industries and Country Place 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.