Palm Harbor Homes Financial Analyst in Addison, Texas


Financial/Secondary Marketing Analyst DUTIES AND RESPONSIBILITIES

  • Prepare business performance reporting

  • Track trends and metrics on business segments

  • Produce investor reporting packages

  • Validates all rate-lock requests received for originated loans, including all data fields and pricing accuracy necessary to complete the lock process

  • Monitors rate locked pipeline

  • Communicates with sales team to ensure all expiring locks are extended or any inactive locks are canceled

  • Facilitates loan sales to various investors

  • Provide rate quotes and eligibility guidance to loan officers based on client profile

  • Generate system reports that track lock performance

  • Prepares and distributes rate sheets on a daily basis, and occasionally inter-day

  • Prepares ad hoc reports as requested by management

  • Other administrative duties, as assigned


  • Bachelor's degree in Accounting or Finance

  • 0-2 years experience

  • Excellent written and verbal communication skills

  • Strong organizational skills

  • Ability to multi-task; must be detail oriented

Requisition Number: 15-0064

Title: Financial Analyst

City: Addison

State: TX

Post Date: 11/9/2015