First American Financial Group, Inc. · 3 days ago
Business Analyst (Funding Operations)
Dallas, TX
Full-time
Hybrid
Entry, Mid Level
$72K/yr - $96K/yr
2+ years expFirst American Financial Corporation is a company that prioritizes its people and operates in the warehouse lending sector. The Business Analyst will support Treasury and Funding Operations by managing daily funding activities, ensuring accurate cash movement, and driving process improvements across departments.
Customer ServiceFinancial ServicesLending
Responsibilities
Process and reconcile cash accounts, funding sources, and wire transactions with accuracy and urgency
Monitor the treasury inbox, review payment requests, validate transfers, and support smooth day-to-day operations
Manage ACH testing, positive pay exceptions, bank account closures, and invoice processing
Track and reconcile aged advances, haircut transfers, and funding account wires
Conduct deficit collections monitoring, ACH returns analysis, and overdraft reviews
Oversee daily lender MOR reconciliation to ensure alignment with internal records
Support weekly tracking of advances vs. bank purchase registers, ensuring complete and timely reconciliation
Generate and review deficit and end-of-day reports to maintain funding accuracy
Assist with liquidity tracking and customer funds-availability reporting
Provide variance analyses and insights on treasury, lending, and business process data
Generate and create reports; research and analyze data and report trends to management/business partners
Document and refine business processes, procedures, and reporting standards
Identify gaps, recommend efficiencies, and support automation and modernization initiatives
Create documentation of business processes, training procedures, and standard operating procedures
Work on a wide range of problems where analysis of situations or data requires a review of a variety of factors
Act in an advisory capacity, influencing and making recommendations which may have an important bearing on the conduct of the business segment
Exercise judgment within defined procedures and practices to determine appropriate action, with creative latitude to develop new solutions
Work independently, setting own priorities and objectives with supervisory consultation
Regularly make recommendations to and influence department policies and procedures
Actively contribute to team results and work towards achieving team goals and objectives
Leverage expertise of senior analysts and team members to confirm solutions or explore customized applications
Qualification
Required
Bachelor's degree in Business, Finance, Accounting, or a related field — or equivalent work experience
2–5 years of experience in treasury operations, funding, financial analysis, business analysis, or a similar role
Strong analytical and reconciliation skills with a commitment to accuracy
Proficiency with Excel and familiarity with finance operations, funding, or loan-funding platforms
Data management skills and ability to manage recurring and ad hoc reporting with minimal supervision
Ability to analyze situations, interview, formulate questions, and probe for deeper knowledge/understanding
High attention to detail and proven ability to meet deadlines in a fast-moving environment
Initiative to identify process gaps, risks, and improvement opportunities
Exceptional written and oral communication skills, including presentation skills
Collaboration across departments and adaptability to shifting workloads, system changes, and evolving operational needs
Ability to influence, negotiate, and gain consensus from teams and management
Preferred
Prior exposure to finance operations, warehouse lending processes, loan funding systems, or mortgage finance workflows is highly preferred
Benefits
Medical
Dental
Vision
401k
PTO/paid sick leave
Employee stock purchase plan
Company
First American Financial Group, Inc.
Purchasing a new home or refinancing? We have a solution.
2-10 employees
Funding
Current Stage
Early StageRecent News
Orange County Business Journal
2025-04-18
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