Mortgage Treasury Analyst

Overview

Are you passionate about making a real impact in the homebuying journey? At Tri Pointe Solutions, the financial services affiliate of Tri Pointe Homes, we're redefining what it means to purchase a home. Our dynamic team is driven by innovation, collaboration, and a shared commitment to excellence. We offer a comprehensive suite of services-including mortgage, title, escrow, homeowner's and title insurance-all integrated under one roof to create a seamless, high-quality lending experience for our borrowers. If you're ready to be part of a forward-thinking company that's shaping the future of the industry, apply to join our outstanding team.

Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is looking for an experienced individual to join our talented group in Scottsdale, AZ, as a Mortgage Treasury Analyst. This position is hybrid working out of the Scottsdale Operations Center.

Job Details

Position Summary:
Support the management of Tri Pointe Connect's financial assets and liabilities to help ensure financial stability and efficiency of the mortgage company.

Responsibilities:
• Perform, record, and reconcile daily funding wires for multiple mortgage warehouse lines and all wire transfer requests.
• Oversee daily cash reporting including processing transfers, monitoring balances, and preparing cash forecasts/projections ensuring appropriate liquid funds are available to meet organizational needs.
• Process cash journal entries between Tri Pointe Connect accounts and sub-servicer.
• Fund product types based on which warehouse lines are more cost effective.
• Assist with the daily warehouse line payoffs for multiple warehouse lines and bank deposits.
• Reconcile balance sheet accounts for investor escrow and suspense activities.
• Respond to and resolve all treasury-related escalated issues.
• Liaison between finance, operations, servicing and secondary marketing for all warehouse-related issues.
• Other treasury-related duties as assigned.

Job Requirements

Qualifications:
• Bachelors degree in Finance, Accounting, Economics or related field
• 4 or more years experience in the banking or mortgage industry, specifically in warehouse banking

Skills:
• Advanced knowledge of accounting and financial principals.
• Demonstrated understanding of financial modeling and forecasting
• Advanced mathematical and analytical skills
• Excellent MS Office skills, including Word, Excel and PowerPoint
• Demonstrated knowledge of SQL and other data extraction tools
• Working knowledge of Loan Vision, AMB and business intelligence/ERP software strongly desired
• Demonstrated organization skills with a high level of attention to detail
• Excellent problem-solving and decision-making skills
• Demonstrated ability to exercise discretion and strategic-thinking to support business decisions
• Ability to effectively organize and prioritize multiple tasks to deliver results in a timely manner
• Excellent written and verbal communication and interpersonal skills

Physical Requirements:
• May be sedentary for extended periods, 4 or more hours per day
• Visual acuity for detailed computer work
• Using fine motor skills for tasks requiring precision such as typing

Position is hybrid (not fully remote) and located in Scottsdale, Arizona

Want to know what it's like working at Tri Pointe Homes? Click here to see what our employees have to say: Great Place to Work Certified Company

Tri Pointe Homes is committed to building a diverse and talented team to help us achieve our goals. Please note that due to operational constraints, we are unable to consider applicants who require visa sponsorship (e.g., H1B, OPT) for this position. This policy applies uniformly to roles where sponsorship cannot be accommodated to ensure consistency and fairness in our hiring process.

At Tri Pointe Homes, we are intentional about fostering an environment where you, and all individuals, are encouraged to be their authentic selves. We embrace individuality and strive to be consciously inclusive of different backgrounds, experiences, and perspectives in every aspect of our business. We believe our company's strength relies on the diversity of the team and the unique, innovative ideas everyone contributes.

Pursuant to the California Consumer Privacy Act of 2018, if you are a California resident, you have the right to know the categories of personal information that we collect about job applicants, employees and their emergency contacts and beneficiaries, and independent contractors. Please click here for a description of our personal information collection practices.

We are an Equal Opportunity Employer, which means we make employment decisions based on merit and qualifications and are committed to providing equal opportunities for all applicants and employees without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, sexual orientation, gender identity or expression, veteran status, genetic information, or any other characteristic protected by applicable federal, state or local laws.

We will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business. If you believe you require such assistance to apply for an open position or to participate in an interview, please let us know.