Senior Financial Portfolio Analyst – Servicing

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Full time
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📋 Description

  • Provide advanced financial analysis for a servicing portfolio
  • Monitor portfolio performance and compliance
  • Forecast servicing revenue and costs under varying conditions
  • Develop MSR valuation and cost-to-service models
  • Produce monthly senior leadership decks with KPIs
  • Collaborate with Servicing Ops, Capital Markets, Collections, Investor Reporting

🎯 Requirements

  • Bachelor’s degree in Finance, Accounting, Stats, Business, or related field
  • 4–7 years in mortgage FP&A, servicing analytics, or portfolio analysis
  • Strong MSR economics, delinquency modeling, and cost structures knowledge
  • Experience with MSP, Sagent, LoanServ; SQL, Snowflake, Tableau, Power BI
  • Independent, able to manage complex workloads with deadlines
  • Adhere to security policies and complete training on time

🎁 Benefits

  • Medical, dental, vision with employer-paid premiums
  • Company HSA, FSA, 401(k), commuter benefits
  • Employer-paid life and disability insurance
  • 11 holidays + PTO; up to 12 weeks paid family leave
  • Continuing education reimbursement
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