Financial Analyst at Palm Harbor Homes in Plano, TX | Kablio

Role

Description

rate lock

cash reconciliation

report automation

financial reporting

loan transfers

investor reporting

Operate Rate Lock Desk including loan pricing and investor updates
Reconcile cash and payables for investors, reporting variances to accounting for wires, corrections, etc.
Prepare reports for state audits, NMLS, MBFR, and HMDA requests
Administer servicing requirements for VA and USDA loan reporting
Manage investor closings and administer servicing requirements for Government, Agency and private label portfolios, including investor reporting, clearing rejects, and finalizing summary reports
Responsible for monthly and quarterly financial reports
Assist in the preparation, coordination, and documentation of financial analysis projects
Develop and automate recurring financial, operational, and investor reports using SQL, Excel, etc.
Responsible for loan sales and transfers within servicing systems
Administer loan repurchases and transfers, ensuring adherence to investor and regulatory guidelines
Prepare and review Key Performance reports to support various company departments

Requirements

bachelor's

excel

sql

finance experience

analytical

project management

Bachelor's degree required in Finance, Accounting, or Business
Proven ability to identify, analyze, and resolve issues efficiently
Proficient in Microsoft Office, including Excel
SQL knowledge a plus
Excellent written, verbal and interpersonal communication skills
Skilled in managing multiple projects and meeting tight deadlines
Ability to prioritize efforts to achieve goals
Exceptional analytical and critical thinking abilities
Effective decision-making, customer service and problem-solving skills
Highly organized with strong multi-tasking and time management skills
Strong attention to detail with a high degree of accuracy
Ability to perform escrow reconciliations, expense roll-forwards, and activity reporting for various investors
2+ years of finance experience, preferably in financial services
Ability to collaborate with individuals across all levels
Self-motivated with the ability to work independently

Benefits

Paid Holidays
Competitive Salary
Generous PTO
401K Match
Medical/Dental/Vision Insurance
Life /Disability/Accidental Insurance and much more!

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

applicants must be authorized to work in the u.s.; no visa sponsorship is provided.

Security clearance

Information not given or found

Company

Overview

Founded with a commitment to providing quality, affordable housing solutions across the country.
Specializes in designing and constructing modular and manufactured homes that cater to various living preferences.
Offers a diverse range of customizable home options, from single-section to large multi-section homes.
Builds homes with modern features and energy-efficient solutions to meet contemporary needs.
Has established a strong presence across multiple states, with a reputation for quality craftsmanship.
Pioneered the concept of factory-built homes, revolutionizing the industry by making homeownership more accessible.
Operates a comprehensive network of retail centers and independent dealers to ensure broad availability of homes.
Known for offering a range of financing options to help buyers achieve their dream of homeownership.

Culture + Values

Customer satisfaction and quality craftsmanship form the foundation of our approach.
Commitment to delivering homes that surpass expectations and offer lasting value.
Safety is prioritized to ensure a safe working environment for all employees.
A culture of teamwork, trust, and respect is fostered among employees, suppliers, and partners.
Continuous improvement is integral to operations, enhancing both products and services.

Environment + Sustainability

Net Zero by 2030

Carbon Footprint Goal

Aim to achieve a net zero carbon footprint, demonstrating a commitment to sustainability and environmental stewardship.

Building homes with energy-efficient features and materials.
Incorporating sustainable building practices into both home production and operations.
Reducing energy consumption and minimizing waste in manufacturing processes.

Inclusion & Diversity

Promotes an inclusive work environment where all employees are valued.
Actively supports gender diversity with women holding leadership roles.
Has set specific goals for increasing the representation of women and other underrepresented groups in leadership positions.

Articles

Palm Harbor Homes About Us

Careers at Palm Harbor Homes

Palm Harbor Homes Blog

Role

Description

rate lock

cash reconciliation

report automation

financial reporting

loan transfers

investor reporting

Operate Rate Lock Desk including loan pricing and investor updates
Reconcile cash and payables for investors, reporting variances to accounting for wires, corrections, etc.
Prepare reports for state audits, NMLS, MBFR, and HMDA requests
Administer servicing requirements for VA and USDA loan reporting
Manage investor closings and administer servicing requirements for Government, Agency and private label portfolios, including investor reporting, clearing rejects, and finalizing summary reports
Responsible for monthly and quarterly financial reports
Assist in the preparation, coordination, and documentation of financial analysis projects
Develop and automate recurring financial, operational, and investor reports using SQL, Excel, etc.
Responsible for loan sales and transfers within servicing systems
Administer loan repurchases and transfers, ensuring adherence to investor and regulatory guidelines
Prepare and review Key Performance reports to support various company departments

Requirements

bachelor's

excel

sql

finance experience

analytical

project management

Bachelor's degree required in Finance, Accounting, or Business
Proven ability to identify, analyze, and resolve issues efficiently
Proficient in Microsoft Office, including Excel
SQL knowledge a plus
Excellent written, verbal and interpersonal communication skills
Skilled in managing multiple projects and meeting tight deadlines
Ability to prioritize efforts to achieve goals
Exceptional analytical and critical thinking abilities
Effective decision-making, customer service and problem-solving skills
Highly organized with strong multi-tasking and time management skills
Strong attention to detail with a high degree of accuracy
Ability to perform escrow reconciliations, expense roll-forwards, and activity reporting for various investors
2+ years of finance experience, preferably in financial services
Ability to collaborate with individuals across all levels
Self-motivated with the ability to work independently

Benefits

Paid Holidays
Competitive Salary
Generous PTO
401K Match
Medical/Dental/Vision Insurance
Life /Disability/Accidental Insurance and much more!

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

applicants must be authorized to work in the u.s.; no visa sponsorship is provided.

Security clearance

Information not given or found

Company

Overview

Founded with a commitment to providing quality, affordable housing solutions across the country.
Specializes in designing and constructing modular and manufactured homes that cater to various living preferences.
Offers a diverse range of customizable home options, from single-section to large multi-section homes.
Builds homes with modern features and energy-efficient solutions to meet contemporary needs.
Has established a strong presence across multiple states, with a reputation for quality craftsmanship.
Pioneered the concept of factory-built homes, revolutionizing the industry by making homeownership more accessible.
Operates a comprehensive network of retail centers and independent dealers to ensure broad availability of homes.
Known for offering a range of financing options to help buyers achieve their dream of homeownership.

Culture + Values

Customer satisfaction and quality craftsmanship form the foundation of our approach.
Commitment to delivering homes that surpass expectations and offer lasting value.
Safety is prioritized to ensure a safe working environment for all employees.
A culture of teamwork, trust, and respect is fostered among employees, suppliers, and partners.
Continuous improvement is integral to operations, enhancing both products and services.

Environment + Sustainability

Net Zero by 2030

Carbon Footprint Goal

Aim to achieve a net zero carbon footprint, demonstrating a commitment to sustainability and environmental stewardship.

Building homes with energy-efficient features and materials.
Incorporating sustainable building practices into both home production and operations.
Reducing energy consumption and minimizing waste in manufacturing processes.

Inclusion & Diversity

Promotes an inclusive work environment where all employees are valued.
Actively supports gender diversity with women holding leadership roles.
Has set specific goals for increasing the representation of women and other underrepresented groups in leadership positions.

Articles

Palm Harbor Homes About Us

Careers at Palm Harbor Homes

Palm Harbor Homes Blog