Mortgage Treasury Analyst

Overview

Are you passionate about making a real impact in the home buying journey? At
Tri Pointe Solutions
, the financial services affiliate of
Tri Pointe Homes
, we’re redefining what it means to purchase a home. Our dynamic team is driven by innovation, collaboration, and a shared commitment to excellence. We offer a comprehensive suite of services—including mortgage, title, escrow, homeowner’s and title insurance—all integrated under one roof to create a seamless, high-quality lending experience for our borrowers. If you're ready to be part of a forward-thinking company that’s shaping the future of the industry, apply to join our outstanding team.

Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is looking for an experienced individual to join our talented group in Scottsdale, AZ, as a Mortgage Treasury Analyst. This position is hybrid working out of the Scottsdale Operations Center.

Support the management of Tri Pointe Connect’s financial assets and liabilities to help ensure financial stability and efficiency of the mortgage company.

• Perform, record, and reconcile daily funding wires for multiple mortgage warehouse lines and all wire transfer requests.
• Oversee daily cash reporting including processing transfers, monitoring balances, and preparing cash forecasts/projections ensuring appropriate liquid funds are available to meet organizational needs.
• Process cash journal entries between Tri Pointe Connect accounts and sub-servicer.
• Fund product types based on which warehouse lines are more cost effective.
• Assist with the daily warehouse line payoffs for multiple warehouse lines and bank deposits.
• Reconcile balance sheet accounts for investor escrow and suspense activities.
• Respond to and resolve all treasury-related escalated issues.
• Liaison between finance, operations, servicing and secondary marketing for all warehouse-related issues.
• Other treasury-related duties as assigned.

• Bachelors degree in Finance, Accounting, Economics or related field
• 4 or more years experience in the banking or mortgage industry, specifically in warehouse banking

• Advanced knowledge of accounting and financial principals.
• Demonstrated understanding of financial modeling and forecasting
• Advanced mathematical and analytical skills
• Excellent MS Office skills, including Word, Excel and Power Point
• Demonstrated knowledge of SQL and other data extraction tools
• Working knowledge of Loan Vision, AMB and business intelligence/ERP software strongly desired
• Demonstrated organization skills with a high level of attention to detail
• Excellent problem-solving and decision-making skills
• Demonstrated ability to exercise discretion and strategic-thinking to support business decisions
• Ability to effectively organize and prioritize multiple tasks to deliver results in a timely manner
• Excellent written and verbal communication and interpersonal skills

• May be sedentary for extended periods, 4 or more hours per day
• Visual acuity for detailed computer work
• Using fine motor skills for tasks requiring precision such as typing

Position is hybrid (not fully remote) and located in Scottsdale, Arizona

Want to know what it's like working at Tri Pointe Homes?  to see what our employees have to say:
Great Place to Work Certified Company

Tri Pointe Homes is committed to building a diverse and talented team to help us achieve our goals. Please note that due to operational constraints, we are unable to consider applicants who require visa sponsorship (e.g., H1B, OPT) for this position. This policy applies uniformly to roles where sponsorship cannot be accommodated to ensure consistency and fairness in our hiring process.

At Tri Pointe Homes, we are intentional about fostering an environment where you, and all individuals, are encouraged to be their authentic selves. We embrace individuality and strive to be consciously inclusive of different backgrounds, experiences, and perspectives in every aspect of our business. We believe our company’s strength relies on the diversity of the team and the unique, innovative ideas everyone contributes.

Pursuant to the California Consumer…