Banking and Financial Services Jobs in Lewisville, TX
6 positions found
Trailing Document Specialist
Location: In-Office (Flower Mound, Texas)
Employment Type: Full-Time
Position Overview
We are seeking a detail-oriented Mortgage Trailing Document Specialist to support post-closing operations by ensuring all trailing documents are obtained, reviewed, and delivered in compliance with investor, agency, and regulatory requirements. This role is critical to maintaining clean loan files, reducing investor exceptions, and ensuring timely loan sales and collateral certification.
Key Responsibilities
- Track, request, and clear all trailing documents following loan funding, including but not limited to:
- Recorded Deeds, Mortgages/Deeds of Trust
- Final Title Policies
- Assignments, Allonges, Corrections, and Modifications
- Review trailing documents for accuracy, completeness, and investor compliance.
- Follow up with settlement agents, title companies, recording offices, and internal teams to resolve outstanding items.
- Clear post-closing and trailing document conditions within required timelines.
- Upload, index, and maintain documents in the loan origination and document management systems.
- Prepare loan files for investor delivery, collateral certification, and custodial review.
- Identify and escalate issues that may impact loan salability or investor delivery deadlines.
- Maintain service-level agreements (SLAs) and aging reports for outstanding trailing documents.
- Support audits, investor inquiries, and quality control requests as needed.
- Assist with general office administrative functions
Qualifications
- 1+ year of mortgage post-closing, trailing document, or collateral experience.
- Strong understanding of:
- Post-closing and trailing document processes
- Title policies, recorded documents, and corrective instruments
- Agency and investor documentation standards (FNMA, FHLMC, FHA, VA preferred)
- High attention to detail with strong organizational and time-management skills.
- Ability to manage multiple files and meet strict deadlines.
- Strong written and verbal communication skills.
- Self-motivated with the ability to work independently in a fast-paced environment.
Preferred Experience
- Proficient with LOS systems (MLM / LendingQB or similar) and document management platforms preferred.
- Experience working with custodians and collateral certification.
- Familiarity with county recording processes and title company workflows.
- Exposure to wholesale, correspondent, or Non-QM lending environments.
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Take Control of Your Career – Work from Anywhere
We are seeking motivated, disciplined, and goal-driven individuals to join our high-performing insurance sales team. Whether you’re an experienced sales professional or looking for a career change, we provide everything you need to succeed—leads, training, mentorship, and an unmatched commission structure.
Why Join Us?
-100% Commission-Based – No salary cap! Your income potential is unlimited, based on your effort and results.
-Work Remotely – This is a remote opportunity, with the option for in-person client meetings if preferred.
-No Cold Calling – Leverage our unique platform that connects you with qualified leads actively seeking insurance.
-Flexible Schedule – Be your own boss and set your own hours. Work from home or on the go!
-Comprehensive Training – We provide scripts, tools, and one-on-one mentorship to help you close deals quickly.
-Career Growth – Promotions based on performance, not tenure, with leadership opportunities available.
What You’ll Do:
Get Licensed! You must have or be willing to obtain a life insurance license (we guide you through the process).
Meet with Clients (virtually or in-person) to assess their financial goals and insurance needs.
Present Tailored Solutions that help clients make informed decisions about life insurance.
Close Sales & Earn Big! Guide clients through the application process and celebrate your wins.
Build Long-Term Relationships and provide continuous client support.
Stay Informed on industry trends to position our products effectively.
What You Need to Succeed:
-Strong communication and sales skills
-Self-motivated and goal-oriented mindset
-Ability to work independently and manage your own schedule
-No experience required – we’ll help you get licensed!
-Reliable internet connection and phone access (for virtual meetings)
Compensation & Perks:
Uncapped commission-based pay with lucrative bonuses
Residual income on policy renewals
Comprehensive training & professional development
Fast-track promotion opportunities
Our client is a regional bank and are looking to add to their Commercial Loan Processing Department. The ideal person will have 3+ years experience with commercial loan documents. Duties include new loan processing, auditing loan files, reviewing portfolios and identify notes reaching maturity, sending correspondence and working with title companies and lawyers. Residential lending and consumer lending experience a big plus. Looking for candidates who are self-motivated and focused.
Please call if you have questions to Sharon Leposki at 214-515-7607 or submit your resume.
Job Title: Senior Business Analyst with Mortgage
Location: Coppell, TX (Hybrid)
Duration: Longterm Contract
Preferred Industry Experience: Mortgage Domain
Job Summary:
We are seeking a highly proactive and technically strong Business Analyst who can also take on Scrum Master and Technical Project Management responsibilities. The ideal candidate understands Agile practices thoroughly, can work closely with development teams, and has experience in the mortgage industry. This role requires strong analytical thinking, the ability to translate business requirements into technical solutions, and leadership skills to drive delivery.
Key Responsibilities
- Gather, analyze, and document business and technical requirements in collaboration with stakeholders.
- Act as a bridge between business users, technical teams, and leadership.
- Facilitate Agile ceremonies including daily stand-ups, sprint planning, backlog grooming, reviews, and retrospectives.
- Manage product backlogs, prioritize work items, and ensure alignment with business objectives.
- Translate business problems into clear user stories, acceptance criteria, and process workflows.
- Support development teams by clarifying functional and technical requirements.
- Identify risks, dependencies, and gaps early; proactively drive resolution.
- Coordinate end-to-end project delivery activities across teams.
- Perform basic technical analysis, including API understanding, data flows, system behavior, and integration points.
- Collaborate closely with QA teams for test planning, scenario definition, and validation.
- Communicate project updates, timelines, and risks to stakeholders.
- Ensure Agile best practices are followed consistently.
Required Skills & Qualifications
- 5+ years of experience as a Business Analyst, Scrum Master, Technical PM, or hybrid roles.
- Strong understanding of Agile methodologies (Scrum, Kanban) and ability to implement them effectively.
- Excellent requirement‑gathering, documentation, and problem‑solving skills.
- Technical proficiency:
- Understanding APIs, data mappings, integrations
- Ability to read technical documentation
- Familiarity with system workflows and architecture basics
- Experience delivering software projects in a mortgage or financial services environment (highly preferred).
- Strong communication and stakeholder management skills.
- Proactive, self-driven, and able to work independently with minimal supervision.
Nice-to-Have
- Certified Scrum Master (CSM or PSM).
- Experience with JIRA or Azure DevOps.
- Knowledge of mortgage LOS or other mortgage industry systems.
- Ability to support UAT and release coordination.
Thanks,
Vamshi Thangadpalli
Technical Recruiter
Email: | Web: :// Overlook Center, Suite 200
Worth // Rapidly Growing Healthcare Company // Advancement Opportunities // Hybrid This Jobot Job is hosted by: Stefan Woods Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $95,000
- $110,000 per year A bit about us: A network of best-in-class physicians who have joined together to provide superior clinical outcomes for our patients Why join us? The people are the best in the industry, and that results in a great working environment.
We offer a complete benefits package to all qualifying employees, including medical, dental, vision insurance, 401K profit sharing, paid time off, paid holidays, and additional optional benefits.
Job Details We are seeking a Financial Analyst to join our growing team.
The successful candidate will play a crucial role in providing financial insights to support strategic decision-making, driving operational efficiency, and achieving business objectives.
The Financial Analyst will report directly to the Director of Finance and will be responsible for financial modeling, forecasting, annual budgeting, and managing operational costs.
Responsibilities: Develop, maintain, and improve financial models to support strategic initiatives, business operations, and investment decisions.
Utilize Workday Adaptive to prepare and analyze financial reports, identifying trends, variances, risks, and opportunities Lead the annual budgeting process, including setting timelines, developing guidelines, coordinating with various departments, and preparing budget presentations Provide accurate forecasting of revenues and expenses to inform business leaders and support strategic planning Track and analyze operational costs, identifying opportunities for cost savings and efficiency improvements Present complex financial information and concepts in a clear and concise manner to non-financial stakeholders Partner with cross-functional teams to provide financial insights and recommendations to drive business performance Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field.
A Master's degree or professional certification (such as CFA or CPA) is a plus A minimum of 5 years of experience in financial analysis, preferably in the Healthcare industry Proven expertise in financial modeling, forecasting, and budgeting Hands-on experience with Workday Adaptive or similar financial planning software Strong understanding of operational cost management Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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