Key Mortgage Services

Financial Planning and Analysis

• Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company.
• Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency.
• Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning.
• Prepare executive and management-level presentations that clearly communicate complex data and business insights.
• Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements.
• Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability.
• Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy.
• Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights.

Senior Financial Analyst