Sr Analyst, CDL Transaction Management
About The Position
Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Senior Analyst will perform day-to-day, loan-level and commitment-level transactions, demonstrating superior knowledge of systems, processes, departments, policies and procedures, to ensure commitments are settled accurately and timely with respect to all commitment parameters. The senior analyst may mentor and provide guidance for a small team of associates and will also serve as a key management liaison for the transaction management team. The Senior Analyst, CDL Transaction Management will: Demonstrate fluency in execution of more complex transactions (e.g. lock, extension, update, re-lock, renegotiation, cancellation, price inquiries, price updates, pre- and post-closing price adjustments, disclosures, and changes in circumstance) Execute daily reporting routine to validate integrity of commitment pricing and parameters Serve as subject matter expert to handle escalated inquiries and issues with respect to the CDL portal and Loan Origination System, related to all pricing mechanics and pricing related setup Liaise with clients and business partners (including: credit, capital markets, sales, post purchase, accounting and various groups across fulfillment) to ensure accuracy of pricing Identify and document gaps or concerns related to systems, processes, or behavior (client and/or business partners) to be reviewed by the pricing manager Collaborate on process improvement, focusing on efficiency and policy adherence Conduct research as instructed by pricing manager Assist with development of analysts Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization’s desired culture and values
Requirements
- Proficient user of Excel
- Superior verbal and written communication skills
- Ability to manage time well within a fast-paced, changing environment
- Strong interpersonal skills
- Critical thinker, with the ability to work well with a highly collaborative team
Nice To Haves
- SQL knowledge preferred
- Financial services or mortgage industry experience preferred
Responsibilities
- Demonstrate fluency in execution of more complex transactions (e.g. lock, extension, update, re-lock, renegotiation, cancellation, price inquiries, price updates, pre- and post-closing price adjustments, disclosures, and changes in circumstance)
- Execute daily reporting routine to validate integrity of commitment pricing and parameters
- Serve as subject matter expert to handle escalated inquiries and issues with respect to the CDL portal and Loan Origination System, related to all pricing mechanics and pricing related setup
- Liaise with clients and business partners (including: credit, capital markets, sales, post purchase, accounting and various groups across fulfillment) to ensure accuracy of pricing
- Identify and document gaps or concerns related to systems, processes, or behavior (client and/or business partners) to be reviewed by the pricing manager
- Collaborate on process improvement, focusing on efficiency and policy adherence
- Conduct research as instructed by pricing manager
- Assist with development of analysts
- Perform other related duties as required and assigned
- Demonstrate behaviors which are aligned with the organization’s desired culture and values
Benefits
- Comprehensive Medical, Dental, and Vision
- Paid Time Off Programs including vacation, holidays, illness, and parental leave
- Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
- Retirement benefits, life insurance, 401k match, and tuition reimbursement
- Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
