Job Responsibilities:
- Serve as Financial Planning and Analysis lead for Home Lending Correspondent channel overseeing administration of annual budget and related forecast work
- Support strategic transformation activities through timely and thorough financial analysis to ensure channel initiatives are positioned for success
- Become a subject matter expert in the Home Lending business including, pricing and revenue management concepts, operational expense drivers and associated capacity costs
- Partner closely with the business and key support functions (Decision Sciences, Sales Support, Product, Capital Markets) to optimize channel offerings, monitor competitiveness, and create value added analysis
- Conduct and perform ad-hoc financial analysis at both the client and business level based on sales and senior management requests
- Identify, escalate and mitigate business risks that could impair our ability to do business: e.g. fair lending, legal, regulatory, capacity issues
Required Qualifications, Capabilities, and Skills:
- Bachelor's degree in Business, Finance, or related field
- 6+ years of work experience in Financial Services
- Advanced skills in Excel and PowerPoint.
- Exceptional analytical and problem solving skills with ability to think strategically, analyze large data sets, and present conclusions concisely
- Demonstrated ability to apply critical thinking to solve problems and improve processes
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong verbal and written communication skills
Preferred Qualifications, Capabilities, and Skills: