What are the responsibilities and job description for the Senior Financial Analyst position at PrimeLending, A PlainsCapital Company?
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
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.
2 Great Place to Work
3 Scotsman Guide
4 The Dallas Morning News
5 MortageCX
6 Survey 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.
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
- 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
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 USA 1
- # 11 2023 Energage Top Workplaces in Financial Services 1
- 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 Workplaces 3 (Editor’s Pick)
- #7 2023 Dallas Morning News Top Workplaces 4
- 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 Guide 3
- 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 MortgageCX 5
- Branches located in 42 states
- 96% customer satisfaction rating 6
- 4.9 national average star rating on Google
- 22,000 five star Zillow reviews
2 Great Place to Work
3 Scotsman Guide
4 The Dallas Morning News
5 MortageCX
6 Survey 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.