Financial Analyst - OneTrust Home Loans

ABOUT ONETRUST HOME LOANS

If you are looking for an organization that has established an outstanding reputation for quality products and services and where you are an important member of a professional team, then OneTrust Home Loans may be for you. We are recognized as a Fortune 5000 company offering conventional, FHA, VA, USDA, and jumbo financing, while boasting portfolio, construction, and structure finance lending divisions. Our focus on utilizing the latest technology to streamline the home loan process has made us a leader in our space. We really listen to our clients in order to anticipate their home financing goals and dreams. We're mortgage educators and financing strategists, providing detailed information and sound advice on mortgage options and industry trends. We focus our energies on a transparent and open communication loan process to close loans quickly.

If our employees are successful, we are successful. Our goal is to provide them with the most current competitive tools and information possible. Employees and management listen, engage, and provide honest feedback to each other. Those who make outstanding contributions are recognized for their outstanding customer service and are eligible for key programs. In order to hire and retain employees who share our values of integrity, transparency, innovation, and greatness, we offer attractive employment packages, work-life balance, a wide range of training opportunities, and an innovative and exciting business culture. Service is everything!

Position Summary

Responsible for financial analysis and modeling, assisting with preparation of financial plans, budgets, forecasts, generating daily, weekly and monthly financial and operational reporting and various ad hoc reporting.

Essential Duties and Responsibilities.

• Review, analyze, and monitor monthly financial statements for sales branches and Joint Ventures.
• Perform advance financial modeling and ad hoc analysis reporting.
• Assist in gathering financial data in evaluating and measuring the company strategic and operational business position.
• Assist in the preparation of the annual budget and monthly forecast process for multiple joint ventures and branch units.
• Monitor and track branch and JV key metrics against the company's strategic initiatives.
• Assist in preparation of retail business review and executive management reporting packages.
• Develop new and innovative reporting, with recommended actions, that supports key business decision making.
• Perform other duties and special projects as assigned.
• Support executive management, branch managers, and production management with financial matters as needed.

The above functions are intended to describe the general nature and level of work performed by individuals assigned to this job. This is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities and qualifications required of employees assigned to this job.

Education and Experience

• Bachelor's degree in finance, accounting or business administration.
• Knowledge in reporting, financial analysis, and accounting.
• Advance knowledge of Microsoft Office (emphasis on Excel).
• Mortgage experience preferred.
• SQL experience preferred.

• Excellent communication skills, both verbal and written.
• Strong communication and interpersonal skills, and a high level of professional integrity.
• Maintains a positive, helpful, constructive attitude and work relationship with co-workers and supervisor.
• Strong time management, organizational and problem-solving skills in a dynamic, constantly changing environment.
• Demonstrate excellent analytical skills, attention to detail and quality focused.
• Ability to meet deadlines.
• Demonstrated judgment and decision-making ability.

CALIFORNIA JOB APPLICANT PRIVACY NOTICE REGARDING THE COLLECTION OF PERSONAL INFORMATION

This Job Applicant Notice is designed to meet obligations under the California Privacy Act ("CPRA"), as amended by the California Consumer Privacy Act ("CCPA"), regarding how CalCon Mutual Mortgage, LLC collects and processes personal information during the application and recruitment process. This Job Application Notice solely applies to applicants of CalCon Mutual Mortgage, LLC who reside in the State of California.

In the event of a conflict between any other CalCon Mutual Mortgage, LLC policy, statement, or notice and this Job Applicant Notice, this Job Applicant Notice will prevail as to California job applicants. Unless stated otherwise, CalCon Mutual Mortgage, LLC may collect personal information and use it for certain business purposes. Under the CPRA, "consumers" means California residents, including job applicants, employees, or contractors of a business. CalCon Mutual Mortgage, LLC will only process your personal information in accordance with the Company's Privacy Notice, unless otherwise required by applicable law. You can submit a request to hr@onetrusthomeloans.com regarding the Company's Privacy policy to know about the categories of data being collected, the purposes for which the data will be used and your rights to opt out.