Loan Portfolio Strategist

ABOUT THE ROLE

CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Loan Portfolio Strategist to join our Finance Team. This in-person role offers an exciting opportunity to deepen and broaden analytical skills within a high-impact environment. Located in our Plano, TX office, the Loan Portfolio Strategist will work closely with various departments in a visible role to drive cross-functional collaboration. Responsibilities include enhancing reporting, optimizing business processes, and contributing valuable insights to improve strategies, manage risk, and maximize profitability. This position reports directly to the Finance Manager.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Analyze loan performance, prepayment trends, delinquency rates, and pipeline forecasts to provide insights
• Collaborate with investors to deliver portfolio performance updates, respond to data requests, and support reporting needs
• Partner with accounting, capital markets, servicing, and operations teams to ensure accurate data reporting
• Work closely with leadership teams to enhance the quality and effectiveness of key performance reports
• Ensure data integrity and accuracy by designing quality checks and reconciling data across multiple systems
• Lead ad-hoc analyses, scenario modeling, and data deep dives to inform leadership decisions
• Build and maintain financial and operational models for forecasting, scenario planning, and portfolio analysis
• Develop and enhance KPIs to track performance and identify emerging trends
• Continuously identify and implement automation and workflow enhancement
• Partner with IT teams to automate recurring reports, streamline workflows, and improve reporting
• Oversee the preparation of monthly and quarterly financial reporting packages
• Support additional financial analysis, compliance reporting, and special projects as assigned

POSITION REQUIREMENTS, CAPABILITIES & SKILLS

MINIMUM QUALIFICATIONS

WE OFFER

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Local candidates only - relocation not available.

Disclaimer : The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Cavco Industries and CountryPlace Mortgage are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.