Financial Analyst II

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About The Role

Country Place Mortgage, a leading nationwide personal property and mortgage lender headquartered in Plano, TX, is seeking a Financial Analyst II to join our Finance Team. This in‑person role, based in our Plano, TX office, offers an exciting opportunity for an individual to advance their analytical skills in a high‑impact environment. The Financial Analyst II will work closely with various departments in a highly visible role, driving cross‑functional collaboration.

Responsibilities include enhancing reporting, optimizing business processes, and providing valuable insights to improve strategies, manage risk, and maximize profitability. This position reports directly to the Finance Manager.

• 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, etc.
• Operate Rate Lock Desk including loan pricing and investor updates
• Responsible for monthly and quarterly financial reports
• Responsible for loan sales and transfers within servicing systems
• Ability to perform escrow reconciliations, expense roll‑forwards, and activity reporting for various 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
• Strong attention to detail with a high degree of accuracy
• Proven ability to identify, analyze, and resolve issues efficiently
• Highly organized with strong multi‑tasking and time management skills
• Skilled in managing multiple projects and meeting tight deadlines
• Effective decision‑making, customer service and problem‑solving skills
• Ability to prioritize efforts to achieve goals
• Ability to collaborate with individuals across all levels
• Consistently maintains a positive & professional demeanor
• Demonstrates urgency and a strong sense of ownership in all activities
• Self‑motivated with the ability to work independently

• Bachelor's degree required in Finance, Accounting, or Business
• Proficient in Microsoft Office, including Excel
• SQL knowledge a plus
• 2+ years of finance experience, preferably in financial services

• Competitive Salary
• Medical/Dental/Vision Insurance
• Paid Holidays
• 401K Match
• Generous PTO