Senior Financial Data Analyst

• Travel Required :
  No

ABOUT THE ROLE

Country Place Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Senior Financial Data 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 life cycles, 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…