Senior Financial Analyst

Posted 23 Days Ago
Dallas, TX, USA
Hybrid
Senior level
Fintech
The Role
The Senior Financial Analyst will analyze financial data, improve financial status, reconcile transactions, and support management with insights and training for junior staff.
Summary Generated by Built In

PrimeLending is a leading national home lender focused on empowering the pursuit of homeownership. We are seeking a Senior Financial Analyst to focus on the financial plans of the organization in order to achieve our goals and objectives. Carries out defined steps or processes. May work closely with senior executives and/or key business leaders. Analyzes financial status by collecting, monitoring, and studying data and recommending actions.

Responsibilities
  • Mortgage industry experience strongly preferred
  • Identifies financial status by comparing and analyzing actual results with plans and forecasts
  • Improves financial status by analyzing results, monitoring variances, identifying trends and recommending actions to management
  • Reconciles transactions by comparing and correcting data
  • Maintains database by entering, verifying, and backing up data
  • Protects operations by keeping financial information confidential
  • Performs medium and long-term tasks and more complex requests and activities
  • Regularly uses independent judgement to resolve non-routine issues escalated from junior team members
  • Serves as a subject matter expert with technical knowledge and broad understanding of their field
  • Influences junior team members by providing advanced understanding and guidance of the subject area
  • Conveys and exchanges basic technical and factual information with colleagues, clients and customers
  • May have limited management responsibilities
  • May be responsible for providing basic training to new employees
  • May supervise entry or experienced level professional staff
  • Other functions as needed
Qualifications
  • High school diploma, GED, or equivalent. Degree preferred in relevant discipline.
  • Five (5) or more years proven experience in the field with or without progressive responsibilities
  • Computer hardware, operating system (Windows or Mac) and software/application (MS Office, Internet Explorer, Outlook etc.) skills
  • Ability to work independently and within a team
About Us

PrimeLending, a PlainsCapital Company®, is a people-first company on a mission to make the home loan process simple and stress-free. Since 1986, we’ve been working together as a team to support our customers, co-workers and communities and make a positive impact on all the lives of all we serve. Whether on the frontline working directly with customers in our branches or behind the scenes supporting our loan officers, our team members each play a vital role in delivering an outstanding customer experience.

Award-Winning Culture

Known for having an empowering, supportive culture, PrimeLending is a place where each individual has an important voice, can be themselves and thrives. Our organization exudes an infectious spirit of optimism and humanity, making PrimeLending a great workplace.

 

  • #7 2023 Energage Top Workplaces in the USA1
  • # 11 2023 Energage Top Workplaces in Financial Services1
  • Top 25 2023 Fortune Best Workplaces for Women™2
  • Top 25 2023 Fortune Best Workplaces in Financial Services™2
  • Top 50 2023 Fortune Best Workplaces for Millennials™2
  • #11 2023 Fortune Best Workplaces in Texas™2
  • Scotsman Guide 2024 Top Workplaces3 (Editor’s Pick)
  • #7 2023 Dallas Morning News Top Workplaces4

 

Key Facts About PrimeLending

  • Established in 1986
  • Part of Hilltop Holdings Inc. (NYSE: HTH) a diverse financial services company
  • #11 2023 Top Retail Volume, Scotsman Guide
  • #15 2023 Top Overall Volume, Scotsman Guide3
  • 400+ purchase, renovation, refinance and reverse mortgage products
  • National lender with coverage in all 50 states
  • 2023 Best-in-Class Lender in 4 categories by MortgageCX5
  • Branches located in 42 states
  • 96% customer satisfaction rating6
  • 4.9 national average star rating on Google
  • 22,000+ five star Zillow reviews

1Energage Top Workplaces Awards

2Great Place to Work

3Scotsman Guide

4The Dallas Morning News

5MortageCX

6Survey administered and managed by an independent third party following loan closing. PrimeLending received an overall 96% Customer Satisfaction Rating for the period 1/1/23-12/31/23.


    Skills Required

    • High school diploma, GED, or equivalent. Degree preferred in relevant discipline.
    • Five or more years proven experience in the field
    • Computer hardware, operating system (Windows or Mac) and software/application (MS Office, Internet Explorer, Outlook etc.) skills
    • Ability to work independently and within a team
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    The Company
    HQ: Dallas, Texas
    2,577 Employees
    Year Founded: 1986

    What We Do

    Experience. Expertise. Extraordinary Results. PrimeLending, a PlainsCapital Company (NMLS: 13649), is a proven powerhouse in home lending, combining personal guidance and local expertise with fast service, more choices and the flexibility to meet homeowners’ unique needs. We’re a national home lender relentlessly focused on empowering our customers to boldly pursue their homeownership goals. Whether a borrower is looking to buy, refinance or renovate a home, the PrimeLending team can help them make smart home financing decisions and have a rewarding experience along the way. Along with our next level service, PrimeLending owns one of the most comprehensive suite of loan products in the industry, which includes renovation, refinancing, jumbo, FHA, VA, fixed-rate and adjustable-rate mortgage loans. We work alongside business partners, including real estate professionals and homebuilders, who trust us to get the job done on time and done right. Delivering on this promise for more than 30 years, we’re proud to consistently earn a 96% customer satisfaction rating and become our homeowners’ lender for life. Whether you are a homeowner or a business partner, we invite you to experience the PrimeLending difference today! Work at PrimeLending Ready to discover your best and unleash your unlimited potential? PrimeLending is always looking for doers, visionaries, entrepreneurs and leaders who welcome the challenge to find out how good they really are. If you’re a mortgage superstar primed to dominate your local market, contact us today or joinprimelending.com to learn how you can join our winning formula. For licensing information go to www.nmlsconsumeraccess.org https://www.primelending.com/legal-disclosures/licensing-disclosures Equal Housing Lender This site is not authorized by NY Dept of Fin Serv. No mortgage loan applications will be accepted through this site.

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