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Texas Capital · 11 hours ago

Mortgage Finance Analyst II

Dallas, TX

Full-time

Onsite

Mid Level

3+ years exp

Texas Capital is a financial institution focused on helping businesses and their leaders succeed. The Mortgage Finance Analyst II role involves assisting in the preparation of various financial documents, evaluating customer financial reports, and monitoring compliance in mortgage finance initiatives.

BankingFinanceFinancial Services

Responsibilities

Assist in preparing pitchbooks, Opportunity Assessment Memos (OAMs), Balance Sheet Forum templates, and Loan Agreement Compliance Reports

Works directly with Relationship Managers, Product Specialists, Investment Bank and Participation/Syndication teams to evaluate/consider opportunities for deepening relationships and aggregates all information for cohesive presentation to client

Evaluate customer provided financial and production reports while interpreting loan agreement definitions and credit policy guidelines

Understand mortgage originators’ business and financial processes and channels

Monitor mortgage originator compliance

Responsible for staying up to date on Mortgage Finance Initiatives and Industry Guidance/Updates

Special Projects across the Line of Business, as needed

Develop and maintain client tracking reports and recommend actions based on the data

Qualification

Financial analysisMortgage Finance knowledgeExcel pivot tablesSQL programmingCollateral managementAttention to detailOrganizational skillsCommunication skills