Top Finance Jobs

Reviews home equity loan documentation for completeness, accuracy, and compliance with bank requirements. Coordinates with customers, loan officers, branches, and financial institutions to obtain required documents, including titles, appraisals, flood certifications, and income verification. Conducts welcome and follow-up calls, maintains contact records, updates application status, and communicates missing information and closing details professionally.

Underwrite complex home equity line of credit applications, analyze documentation and personal or business tax returns to verify income, apply consumer lending policies and regulations, assess repayment ability, mitigate credit risk, document decisions, and identify counteroffer opportunities. The role requires collaboration with retail sales and loan officers while meeting productivity and credit quality standards in an office-based production environment.

Manages post-closing mortgage loan pipelines, audits closing and compliance documents, clears investor and agency suspense conditions, coordinates with closing agents and brokers to obtain missing documentation, releases funding numbers, follows up on final documents, manages escrow holdbacks, and orders disaster-area property inspections.

Processes complex home equity loan applications by reviewing documentation, verifying titles, appraisals, flood certifications, and income information. Communicates with customers, loan officers, and branch colleagues to resolve missing or inaccurate information, maintains application status and contact records in loan systems, supports fellow processors, trains new hires, and provides managerial coverage when needed.

Handle inbound and outbound mortgage collections calls, review account status, collect payments, evaluate customer finances, negotiate repayment solutions, and document account actions. The role requires compliance with lending and debt-collection regulations, accurate data entry, operational reporting, productivity, and quality standards. Comprehensive training is provided. The position follows a hybrid schedule with three days onsite and two days remote.

Performs monthly actual, forecast, and budget analysis for enterprise data and analytics initiatives. Tracks financial metrics, supports strategic planning, provides business analysis and decision support to senior managers, improves financial processes, and collaborates with cross-functional stakeholders, vendors, and sourcing teams.

Reviews and validates mortgage collateral documents for completeness, accuracy, investor compliance, and audit readiness. Resolves documentation exceptions, maintains custody tracking systems, supports certification and audits, and ensures secure physical and digital document handling. Develops and updates SOPs aligned with investor and internal control standards, while identifying process improvements to reduce operational risk and improve quality.

Leads strategic finance for Consumer Deposits across forecasting, budgeting, strategic planning, monthly business reviews, and executive reporting. Develops consistent performance narratives, provides decision support to senior leaders, and coordinates Finance, Product, Analytics, Marketing, and FP&A partners. Drives automation, AI enablement, process transformation, reporting efficiencies, and finance leadership development.

Investigate suspicious activity, review fraud alerts, verify transactions with customers, process and resolve fraud claims, document case details, and escalate confirmed fraud. The role requires adherence to banking regulations, internal policies, quality standards, and claim-resolution timelines while using multiple technology platforms and emerging agentic AI tools. It is a hybrid position requiring four days in the Irving, Texas office and one day working from home.

Provides operational and analytical support for mortgage servicing, primarily loan modifications and default functions. Responsibilities include workflow execution, issue tracking, data organization, QA/QC reviews, defect and trend monitoring, risk escalation, audit support, procedure maintenance, and coordination with internal partners and vendors. The role also contributes to process improvement, root cause analysis, documentation, cross-training, and knowledge sharing while following established regulatory and operational controls.