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financial analyst senior finance

CHRISTUS Health

<div>Description 
Summary:
Performs research and analysis in budgeting, financial trends, performance measures, and forecast information.
Responsibilities:
<ul><li>Determines and devises data survey collection, research techniques, data interpretation, and analytical methodology to use for analysis purposes.</li><li>
Uses statistical and financial principles and techniques to prepare reports and make recommendations related to financial trends, business forecasts, and clinic performance. Suggests remedial measures.</li><li>
Serves as project leader, providing work instruction and assignments, coordinating efforts, and reporting completion.</li><li>
Interviews individuals, conducts investigations, researches, and collects data and documents findings.</li><li>
Evaluates processes, budgets, programs, and practices to ensure maximum operational efficiency.</li><li>
Prepares documents for compliance with regulations.</li><li>
Communicates internally and externally regarding findings via presentations using charts and graphs.</li><li>
Prepares and reports on provider performance measures and benchmarking, including compensation review and analysis work.</li><li>
Assists in reviewing and analyzing annual budget submissions.</li><li>
Attends required meetings and participates in committees as requested.</li><li>
Enhances professional growth and development through in-service meetings and educational programs.</li><li>
Follows the CHRISTUS Physician Group guidelines related to the Health Insurance Portability and Accountability Act (HIPAA), designed to prevent or detect unauthorized disclosure of Protected Health Information (PHI).</li><li>
Maintains strict confidentiality.</li><li>
Uses oral and written communication skills to effectively convey ideas in a clear, precise and positive manner that is consistent with the CHRISTUS Mission.</li><li>
Maintains established CHRISTUS Physician Group policies, procedures, objectives, quality assurance, safety, environmental and infection control.</li><li>
Implements job responsibilities in a manner that is consistent with the CHRISTUS Mission and Code of Ethics and supportive of CHRISTUS Physician Group&rsquo;s cultural diversity objectives.</li><li>
Supports and adheres to CPG Service Guarantee.</li><li>
Performs other related work as required.</li></ul>
Requirements:
<ul><li>Bachelor's Degree</li></ul>
Work Schedule: 
5 Days - 8 Hours
Work Type:
Full Time</div>

Financial Analyst Senior - Finance

CEC Facilities

<div>Position Summary
The FP&amp;A Intern will support the financial planning and analysis team by assisting with headcount tracking, monthly reporting, segment-level P&amp;L analysis, and weekly operational data updates. This is a hands-on learning opportunity designed to expose the intern to how financial operations work within an electrical construction company. The intern will gain real-world experience in financial reporting, variance analysis, and cross-functional collaboration while contributing meaningfully to the team&rsquo;s day-to-day work.
Key Responsibilities<ul><li>
Assist with headcount (HC) tracking by maintaining and updating employee data across departments to support workforce planning and budgeting.</li><li>
Help pull together and format monthly reporting decks for leadership review, including gathering data, building slides, and ensuring accuracy of financial summaries.</li><li>
Update the job analysis file on a weekly basis, ensuring data is current and organized for operational and financial planning purposes.</li><li>
Support the preparation of segment-level P&amp;L reports and assist with monthly variance commentary by gathering data and drafting initial observations for review.</li><li>
Assist with the preparation of Monday morning electrical reporting decks, compiling operational and financial data for weekly leadership distribution.</li><li>
Shadow Financial Operations monthly forecast meetings and prepare written recaps summarizing key discussion points, action items, and decisions for distribution to senior leadership.</li><li>
Participate in local job site visits to develop an understanding of field operations and how financial planning connects to project execution.</li><li>
Assist with ad-hoc financial analysis, data gathering, and research projects as assigned by the FP&amp;A team.</li><li>
Work closely with Finance, Accounting, and Operations teams to gather relevant data and develop cross-functional awareness.</li><li>
Performs other duties as needed to support projects, operations, and the department.</li></ul>
Qualifications<ul><li>
Currently pursuing a Bachelor&rsquo;s degree in Finance, Accounting, Business, Economics, or a related field (rising junior or senior preferred).</li><li>
Completion of foundational coursework in accounting, finance, or business analytics preferred.</li></ul>
Skills &amp; Abilities<ul><li>
Proficiency in Microsoft Excel (pivot tables, VLOOKUP, basic formulas); experience with PowerPoint is a plus.</li><li>
Strong attention to detail and organizational skills with the ability to manage multiple tasks and meet deadlines.</li><li>
Effective written and verbal communication skills; ability to summarize information clearly and concisely.</li><li>
Eagerness to learn, ask questions, and take initiative in a professional setting.</li><li>
Interest in the construction or infrastructure industry is a plus but not required.</li></ul>
Work Environment &amp; Physical Demands
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.<ul><li>
Requires mobility within an office environment.
</li><li>Regularly required to talk and hear. Effectively communicate with others both written and orally, including using the telephone.
</li><li>Prolonged periods sitting at a desk and working on a computer.
</li><li>The employee may be required to walk; reach with hands and arms; and bend.
</li><li>May be required to stoop, kneel, and crouch. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
</li><li>Possess good hearing, normal or corrected.
</li><li>The employee must be able to regularly lift and/or move up to 50 pounds.
</li><li>The employee may be required to climb stairs.
</li><li>Must be able to work 8 hours a day, 40 hours per week, and overtime as required and night or weekend shifts, as needed.
</li></ul>CEC Companies is an Equal Opportunity Employer. We are committed to attracting and retaining the best-qualified individuals, regardless of race, color, religion, national origin, gender, age, disability, veteran status, or any other status protected under federal, state, or local law. All qualified applicants are encouraged to apply.</div>

Financial Planning & Analysis Intern

Greystone Servicing Corporation, Inc

<div>Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with $13 billion in loan originations in 2025. The firm consistently ranks in the Top 10 for Fannie Mae &amp; Freddie Mac by multifamily loan volume and is the #1* Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do.

At Greystone, everything we do is driven by our purpose of improving others&rsquo; lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don&rsquo;t just say &ldquo;Where People Matter&rdquo; &ndash; we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity.

We are seeking a detail-oriented Analyst to join our Portfolio Analytics team on a temporary basis. This role is responsible for reviewing and analyzing multifamily loan documentation, extracting key provisions, and accurately logging data in a structured tracking system. The ideal candidate is a self-starter with a foundational understanding of multifamily loan documents, strong analytical capabilities, and a demonstrated ability to review complex legal and financial documentation with precision and consistency.

Primary Duties and Responsibilities:
<ul>
<li>Review loan agreements and related closing documents for accuracy and completeness.</li>
<li>Extract relevant provisions, clauses, and references from complex legal and financial documentation.</li>
<li>Interpret document language accurately and consistently in accordance with established review guidelines.</li>
<li>Record findings in a structured Excel tracking log, ensuring complete and accurate data entry.</li>
<li>Maintain organized documentation of reviewed files to support audit trail and reference needs.</li>
<li>Identify and escalate ambiguous or inconsistent language to the appropriate team member.</li>
<li>Complete assigned document reviews within established deadlines.</li>
<li>Adhere to confidentiality standards when handling sensitive borrower and transaction information.</li>
<li>Follow internal procedures and quality control standards throughout the review process.</li>
</ul>
Experience, Skills, and Abilities:
<ul>
<li>Foundational understanding of real estate markets, with emphasis on multifamily assets.</li>
<li>Strong analytical skills and ability to interpret complex legal and financial language.</li>
<li>Proficiency in Microsoft Excel, including data entry, tracking, and basic reporting functions.</li>
<li>Strong organizational skills with the ability to manage and review multiple documents efficiently.</li>
<li>Clear and concise written communication skills for documenting findings and escalating issues.</li>
<li>Ability to work independently with minimal supervision after initial training.</li>
<li>Effective time management skills with the ability to meet established deadlines.</li>
</ul>
At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build a work environment that empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.

*For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans.*</div>

Analyst - Portfolio Analytics (Temporary)

7-Eleven

<div>Responsible for the independent day-to-day reporting, analysis, and insight generation for the entire enterprise project portfolio, including Business Transformation Initiatives, and execution of portfolio management practices to support executive-level decision making. Work spans the entire project management lifecycle starting from ideation through verification. This individual will work closely with other cross-functional analytic experts to establish and maintain a trusted ecosystem of information including, but not limited to: project status, timelines, financial performance, KPI's, human capital, forecasts, interdependencies, verification, etc.
KEY DUTIES AND RESPONSIBILITES:<ul><li>
Coordinates and supports funding governance process from business case development to executive approval across business owners, Finance, Property Accounting, Project Management Office, and Business Transformation Office to ensure alignment on investments, resource needs, and company strategy map.</li><li>
Prepares and maintains Portfolio Management governance process documentation, assists with training the enterprise in practices, and supports stakeholders with execution of portfolio practices.</li><li>
Supports Business Transformation Office with business case review, results verification, analysis of business processes and developing project plans to execute strategic initiatives. Present findings and recommendations to Senior Leadership.</li><li>
Data collection, reporting, and insight development for the entire enterprise portfolio (hundreds of projects) to support the information needs of senior decision makers (VP+) within the company.</li><li>
Ad-hoc analysis of the project portfolio to support specific questions or clarifications from senior stakeholders.</li><li>
Continuous development &amp; improvement of portfolio related information systems, processes, and operating cadences to elevate the quality and consistency of data used to support decision making.</li><li>
Proactively coordinates with other cross functional subject matter experts to establish and maintain reliable ecosystems of information associated with projects across the entire portfolio.</li></ul>
EDUCATION AND EXPERIENCE:
EDUCATION: Bachelors/4 Yr Degree
YEARS OF RELEVANT WORK EXPERIENCE: 4+ years
YEARS OF MANAGEMENT EXPERIENCE: NA
CERTIFICATIONS / LICENSES: Click or tap here to enter certifications/licenses required or preferred.
SPECIFIC KNOWLEDGE AND SKILLS:<ul><li>
Degree with focus on analytical or financial acumen. Preferred areas of expertise include data sciences, finance, accounting, economics, information systems, statistics, strategic planning and management etc.</li><li>
Ability to effectively build relationships to influence stakeholders and teams through indirect leadership, working across organizational lines and varying levels of management, including VP/SVP level.</li><li>
Ability to solve problems by assessing the situation, leveraging data where applicable, identifying root cause, and developing potential solutions.</li><li>
Deep data, reporting, visualization, and analytics expertise</li><li>
Enterprise level expertise for reporting for weekly, monthly, and custom ad-hoc requests</li><li>
Development of forecasting and prediction models for schedules, human capital, and financial plans.</li><li>
KPI development and reporting inclusive of common statistical methods, test vs. control approaches, quantitative, assessments, qualitative assessments, etc.</li><li>
Familiar with sourcing and presenting data from common enterprise platforms including Oracle, BI tools, Excel, PPM (Project Portfolio Management) platforms, Workday, Beeline, Service Now, employee survey tools, etc.</li><li>
Certifications not required but preferred candidates may have: PMP, PfMP, SAFe, Power BI, SAS, CAP, or other related analytics and project management certifications are preferred but not required based on work experience</li><li>
Strong analytical skills and process improvement viewpoint.</li><li>
Strong MS Office skills mandatory.</li><li>
Excellent verbal and written communication skills required.</li></ul>
If an hourly or salary range is included in this ad it represents the range 7-Eleven in good faith believes is the range of compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range is only applicable for jobs to be performed in this state. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, long-term incentive compensation, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company&rsquo;s sole discretion, consistent with the law.
For a general description of all benefits 7-Eleven is offering in the US for the position, please visit this link.</div>

Senior Portfolio Analyst

Wells Fargo

<div>About this role: 
 
Wells Fargo is seeking a Senior Tax Manager responsible for leasing related Indirect Taxes (sales/use and property tax) as part of Commercial Banking Operations 
 
The Senior Tax Manager is a senior leadership position accountable for tax administration covering Personal Property Tax and Sales/Use Tax tied to 700+K lease assets for Wells Fargo's Equipment and Vendor Finance lines of business. This position is responsible for all aspects of indirect tax administration including establishing policy, monitoring compliance, ensuring timely return filing, ensuring timely payment, and all related accounting activities. This leader engages with Sales and Legal teams to decision tax aspects for new and existing products/programs as well as non-standard business transactions. The team also handles all post booking tax adjustments on customer accounts.
 
 
Other responsibilities may include:<ul><li>
Develop and implement systems to accurately compile and report information for leasing related personal property and sales taxes.</li><li>
Provide guidance to subordinates regarding established tax policies.</li><li>
Establish and recommend changes to policies which affect affiliate organization(s).</li><li>
Ensure timely and accurate filing of tax returns and/or consultation on assigned sales/use and personal property tax issues. Scope of role requires the ability to independently evaluate issues and apply sound business judgment.</li><li>
Interact with functional peer group managers and/or other groups across the enterprise.</li><li>
Manage tax professionals and provides functional advice, direction and/or training.</li><li>
Establishes operational objectives and assignments, delegates assignments to subordinates and supervises the work of subordinates.</li></ul>
Required Qualifications:
<ul><li>6+ years of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
3+ years of management or leadership experience</li></ul>
Desired Qualifications:<ul><li>
Strong knowledge of all aspects of property tax, including:<ul><li>
Annual property tax compliance</li><li>
Ability to review, process and appeal property tax assessments</li><li>
Ability to review and process property tax bills</li><li>
Ability to review customer generated refund requests, secure the refunds and process credits when appropriate</li><li>
Ability to assist with jurisdictional audits</li></ul></li><li>
Knowledge of Sales/Use Tax</li><li>
Knowledge of leasing related property tax and sales laws and their impact on the overall business and operations</li><li>
Knowledge of Equipment and Vendor Finance</li><li>
Bachelor's degree in accounting or finance</li><li>
Advanced Knowledge of Property Tax Management System (PTMS)</li><li>
Familiarity with InfoLease</li><li>
General experience with Tax Research software (CCH, IRA)</li><li>
Ability to motivate others to greater performance</li><li>
Ability to assess current processes/procedures and make recommendations for efficiency</li><li>
Ability to interact with all levels of an organization</li><li>
Ability to partner with all professionals within the company and occasionally communicate with the customers</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Intermediate Microsoft Office and CoPilot skills</li></ul>
Job Expectations:<ul><li>
Ability to work at one of the posted locations</li><li>
Ability to work a hybrid schedule, at least 3 days a week working in office.</li></ul>
Posting Locations:<ul><li>
801 Walnut St, Des Moines, IA 50309</li><li>
600 S 4th St, Minneapolis, MN 55415</li><li>
401 Las Colinas Blvd, Irving, TX 75039</li></ul>
Pay Range 
 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. 
$159,000.00 - $279,000.00 
Benefits
 
 
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul>
Posting End Date: 
8 Mar 2026 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Tax Senior Manager - Personal Property and Sales/Use Tax for Lease Asset - Equipment

Flowserve

<div>Role Summary:
We are looking for an experienced IT Business Analyst who will play a key role in leading complex technology, ERP initiatives, and the delivery of Enterprise application projects including project support of the latest S/4 HANA solution. The ideal candidate is a results-driven leader who is comfortable taking ownership, pushing through obstacles, holding stakeholders accountable, and ensuring work gets done. A solid foundation in ERP systems is required, but the focus of this role is delivery, execution, and leadership rather than configuration.
Responsibilities:
<ul><li>Own project scope, timelines, dependencies, and outcomes, ensuring initiatives stay on track and aligned with business priorities.</li>
<li>Review and analyze business processes and make appropriate recommendations for improvement.</li>
<li>Translate business requirements into specifications enabling solution delivery.</li>
<li>Work directly with the business users to gather requirements, coordinate and execute user testing, coordinate and execute user training, and provide end user support.</li>
<li>Work directly with technical teams to successfully deliver Enterprise Application Projects to manufacturing sites throughout Flowserve.</li>
<li>Actively manage risks, issues, opportunities and change, escalating when needed and pushing for resolution.</li>
<li>Evaluate ERP and business processes and drive continuous improvement and standardization across manufacturing operations.</li>
</ul>Requirements:
<ul><li>Bachelor&rsquo;s degree in IT, Business, or a related field, or equivalent experience.</li>
<li>5&ndash;10 years of experience leading technology or ERP-related projects, preferably in a manufacturing environment.</li>
<li>Strong knowledge of ERP systems and end-to-end business processes (finance, supply chain, manufacturing, etc.).</li>
<li>Demonstrated ability to own delivery, make decisions, and move initiatives forward in complex organizations.</li>
<li>Proven experience managing multiple stakeholders with competing priorities.</li>
<li>Strong analytical, organizational, and documentation skills.</li>
<li>Excellent communication and presentation skills.</li>
<li>Comfortable operating with urgency, accountability, and ambiguity.</li>
<li>Solid project management skills</li>
<li>20-30% of travel required</li>
</ul>Preferred:
<ul><li>Experience working across multiple ERP platforms or major ERP transformations.</li>
<li>Experience integrating ERP systems with external applications.</li>
<li>Familiarity with custom development concepts and system enhancements.</li>
<li>Experience supporting multi-site or global manufacturing operations.</li>
</ul>Benefits Starting from Day 1:
<ul><li>Medical, Dental &amp; Vision Insurance (including FSA and HSA options)</li>
<li>Life Insurance + Supplemental Life, Child, Spousal, and AD&amp;D Insurance</li>
<li>Short and Long Term Disability</li>
<li>Retirement Planning, 401(k) plan, &amp; Financial Wellness Resources</li>
<li>Educational Assistance Program</li>
<li>Time off Policies (including sick leave, parental leave, and paid vacation)</li>
<li>Eligibility requirements apply to some benefits and may depend on job classification and length of employment.</li>
</ul>Flowserve is a world-leading manufacturer and aftermarket service provider of comprehensive flow control systems. Join a company whose people are committed to building a more sustainable future to make the world better for everyone. With 16,000+ employees in 50+ countries, we combine our global reach with local presence. Our team challenges themselves to approach each situation with ingenuity and creativity to help provide our customers with the most innovative flow control products and services. We support 10,000+ customers worldwide, creating products to meet the needs of our customers who are supplying energy, fresh water, pharmaceuticals and other essentials to consumers, businesses and governments globally. We invite you to put your talents and career in motion at Flowserve.
Req ID : R-17584
Job Family Group : Information Technology
Job Family : IT Business Analysis
EOE including Disability/Protected Veterans. Flowserve will also not discriminate against an applicant or employee for inquiring about, discussing or disclosing their pay or, in certain circumstances, the pay of their co-workers. Pay Transparency Nondiscrimination Provision
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access flowservecareers.com as result of your disability. You can request a reasonable accommodation by sending an email to employment@flowserve.com. In order to quickly respond to your request, please use the words &quot;Accommodation Request&quot; as your subject line of your email. For more information, read the Accessibility Process.</div>

IT Business Analyst

Better.com

<div>Better is the first AI-native mortgage and home equity finance company, revolutionizing one of the largest financial markets in the world. We make home finance radically more transparent; using AI and proprietary technology to eliminate friction from the mortgage process through our industry-leading AI platform, Tinman, and the first voice-based AI mortgage assistant, Betsy. Our mission is simple: make homeownership cheaper, faster and more accessible by transforming how people buy and finance homes. 
The facts that speak for themselves:<ul><li>
We&rsquo;ve funded over $110 billion in loans (more than any other fintech in the US!)</li><li>
Raised over $1.2 billion in equity capital to modernize the $15 trillion mortgage industry</li><li>
Better&rsquo;s propriety AI platform makes us an award-winning lender:<ul><li>
Fintech Breakthrough Award 2025: Best Lending Innovation</li><li>
Yahoo! Finance (Jan 2025): Best Mortgage Lender for First-Time Homebuyers &ndash; Best for quick approval</li><li>
Yahoo! Finance (2025): Best Online Mortgage Lender</li><li>
Money Magazine (2025): Best for fast closing</li><li>
Forbes (2023): Best Online Mortgage Lender</li></ul></li></ul> 
We&rsquo;re building the future of home finance - and we&rsquo;re looking for smart, driven, ambitious innovators who are ready to tackle the most impactful work of their careers. 
A Better Opportunity 
We are seeking a hands-on people leader to lead one of our outbound Mortgage Sales Contact Center teams of Home Lending Associates. This role is ideal for a high-performing sales professional or early people leader who is excited to take the next step in their leadership journey and excel in a fast-paced, performance-driven call-center environment. 
The right candidate is energized by coaching frontline outbound sales professionals, driving day-to-day execution, and delivering a strong customer experience. This supervisor will play a critical role in executing proven sales processes, developing talent, and ensuring consistent performance against key activity and conversion metrics. 
Our Home Lending Associate team focuses on outbound outreach to prospective borrowers to help complete mortgage applications, communicate the value of a Better mortgage, and warm-transfer qualified customers to licensed Loan Officers. 
This is a full-time, in-person role based in our highly collaborative Dallas office and requires daily onsite presence.
Responsibilities<ul><li>
Supervise a team of approximately 10-15 Home Lending Associates (Outbound)</li><li>
This is a full-time, in-person role based in our highly collaborative Dallas office and requires daily onsite presence</li><li>
Serve as the primary frontline leader for an outbound sales team, setting expectations, coaching performance, and driving daily execution</li><li>
Support individual and team performance against monthly goals, including outbound calls, talk time, contact rates, conversion rates, transfer rates, and speed-to-lead SLAs</li><li>
Help manage day-to-day operations in an outbound call-center environment; experience with automated dialers and call-cadence optimization is a plus</li><li>
Monitor daily and weekly performance metrics to identify trends, gaps, and coaching opportunities</li><li>
Provide ongoing coaching, feedback, and skills development through call listening and live observation</li><li>
Conduct regular 1:1s focused on performance, development, and goal-setting</li><li>
Review pipelines and activity levels to ensure consistent execution and timely follow-up</li><li>
Escalate performance risks and operational challenges to senior leadership with proposed solutions</li><li>
Partner with Sales, Product, and Operations teams to improve outbound lead engagement and transfer performance</li><li>
Proactively engage with customers as needed to gather feedback and support coaching efforts</li><li>
Assist with performance management processes, including documented coaching plans and improvement plans</li><li>
Participate in team initiatives and projects related to training, process improvement, and customer experience</li><li>
Provide regular updates to sales leadership on team performance and development needs</li></ul>
Qualifications<ul><li>
2&ndash;4 years of experience in mortgage sales or a related outbound sales environment</li><li>
1+ year of experience leading, mentoring, or supervising sales representatives (formal management experience preferred but not required)</li><li>
Experience working in a high-volume outbound call center environment strongly preferred</li><li>
Strong execution mindset with the ability to hold yourself and others accountable</li><li>
Comfortable working with performance metrics and using data to inform coaching conversations</li><li>
Organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced setting</li><li>
Customer-focused with strong problem-solving skills and sound judgment</li><li>
Strong interpersonal and communication skills, both verbal and written</li><li>
Motivated self-starter who is eager to learn, grow, and take on increased responsibility</li><li>
Team-oriented leader who brings energy, professionalism, and a positive attitude to the floor</li></ul>
Company Benefits 
We&rsquo;re proud to support our employees and their families with a benefits package designed to care for their health, well-being, and everyday life. All full-time and benefit-eligible part-time employees can enjoy the following benefits:<ul><li> 
Day One Coverage &ndash; Your benefits begin on your first day, so you&rsquo;re supported from the start</li><li>Nationwide Medical, Dental &amp; Vision Coverage &ndash; Comprehensive plans that travel with you, wherever you are</li><li>Mental Health Support When You Need It &ndash; Immediate access to virtual therapy with licensed providers for you and your eligible dependents (ages 6+), with your first few visits covered at no cost!</li><li>Health Savings Account (HSA) &ndash; Includes an employer contribution to help you plan for healthcare expenses</li><li>Employer-Funded Dependent Care FSA &ndash; Support for childcare and/or dependent care costs</li><li>Disability &amp; Life Insurance &ndash; Provided at no additional cost to give you added peace of mind</li><li>Flexible PTO &ndash; Time off when you need it, so you can recharge and focus on what matters most</li><li>Extra Perks &amp; Discounts &ndash; Including pet insurance, savings programs, and more to support life beyond work</li></ul> 
The compensation offered for this role will be based on multiple factors such as location, the role&rsquo;s scope and complexity, and the candidate&rsquo;s experience and expertise, and may vary from the range provided. 
Disclaimer 
 
Better Home &amp; Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law. 
We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.</div>

Mortgage Sales Team Lead (Outbound)

Explore 39+ Financial analyst senior finance in Irving this March. Find roles across top companies and apply now to boost your career.