Position purpose - Responsibilities/Duties/Functions/Tasks

Review and analyze financial information to provide recommendations
Create and monitor corporate budgets
Prepare budgetary information for executives and department managers
Evaluate and perform financial reviews for branch profit and loss
Provide guidance to branch managers on improving the branch profit and loss
Offer direction to Division Managers regarding financial matters related to transitioning new branches, and guidance regarding the termination of existing branches
Use discretion and independent judgment to guide branch managers toward a successful financial branch status
Provide financial insight to management to ensure stability in budgets and profit and loss accounts

Qualifications

Minimum of 2 years of work experience with emphasis in financial analysis/budgeting
Strong analytical and problem solving skills
Strong communication skills, both written and oral
Advanced Excel skills
Extraordinary attention to detail
Ability to work and to deliver content under tight deadlines
Aptitude to work independently
Capability to multitask

Preferences

Bachelor’s degree in Finance, Accounting, or related field of study
Prior mortgage industry experience
Excellent writing and editing skills

Company Conformance Statements

In the performance of assigned tasks and duties all employees are expected to conform to the following:

Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
Ensure every action and decision is aligned with PRMI values.
Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
Realize team synergies through networking and partnerships across PRMI.
Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Work effectively as a team contributor on all assignments.
Perform quality work within deadlines.
Respect client and employee privacy.

Work Requirements

Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

I acknowledge that I have read the Job Description and I understand what is expected of me for this position. PRMI reserves the right to change/reassign job duties or combine positions at any time. I also understand that I am at-will employee and that this job description does not constitute a contract of employment.

Primary Residential Mortgage

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