Advance & Expense Management Analyst (On-site)

Posted:
12/23/2024, 11:33:53 AM

Location(s):
Coppell, Texas, United States ⋅ Texas, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Finance & Banking

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

Primary Function

The Advance & Expense Management Analyst is responsible for analyzing and managing the company's expenses and advances to ensure that they are aligned with the company's budget and financial goals. The Analyst will work closely with the company's accounting and operational teams to identify opportunities for cost savings and efficiency improvements. The Analyst will also be responsible for tracking, reconciling, and reporting on the company's expenses on a regular basis. The Analyst is responsible for maintaining the accuracy and integrity of the company's general ledger and financial statements. The Analyst will work closely with the company's finance and accounting teams to ensure that all transactions are properly recorded and reconciled in accordance with Generally Accepted Accounting Principles (GAAP). The Analyst will also be responsible for preparing and reviewing financial reports, analyzing, and reconciling account balances, and identifying and resolving any discrepancies.

Principal Duties

  • Maintain the accuracy and integrity of the company's general ledger to the servicing system.
  • Analyze and reconcile account balances to ensure accuracy and completeness.
  • Review and analyze financial statements to identify potential company risks and propose strategies to mitigate these risks.
  • Identify and present cost saving opportunities to senior leadership.
  • Collaborate with the finance and accounting teams to develop and implement expense management strategies.
  • Create processes and system controls to enhance financial controls and compliance.
  • Assist in financial audits and provide necessary documentation and support to auditors.
  • Manage special projects related to expense management and process enhancements.
  • Performs related duties as assigned by management.

Education and Experience Requirements 

  • Bachelor’s Degree required.
  • 2+ years Mortgage Servicing.
  • Accounting or Finance experience is a plus.

Knowledge, Skill, and Ability Requirements 

  • Proficient working knowledge of Microsoft Outlook, Word, and Excel.
  • Strong verbal and written communication skills.
  • Excellent time management skills to complete multiple deadlines with minimal supervision.
  • Experience with SQL preferred.

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.


Company Benefits:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

  • Medical, dental, and vision insurance

  • Health Savings Account with employer contribution

  • 401(k) Retirement plan with employer match

  • Paid Maternity Leave/Parental Bonding Leave

  • Pet insurance

  • Adoption Assistance

  • Tuition reimbursement

  • Employee Loan Program

  • The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

Newrez NOW:

  • Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more

  • 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice

  • Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

  • Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions


Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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