Financial Analyst, Mortgage Loan Trading
PrincePerelson and Associates
Dallas, TXFresher1h agovia LinkedIn
Posted 13 Nov 2026, 11:33 ET
This job at a glance
- Who can apply
- New grads, no experience needed · Bachelor's degree
- Must know
- Financial analysisTaxAccounting
- Nice to have
- ExcelTableau
- Work
- On-site in Dallas
- Pay
- Not stated by the employer.
- Skill demand
- Accounting78%Excel75%Financial analysis61%Tax10%of 97 similar entry-level jobs posted in the US this week
- Listed
- Nov 13, 2026 · still open
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About the Role
A Financial Analyst role supporting a portfolio of syndicated and bilateral financing facilities. This position offers exposure to the asset-backed finance business and involves working with global teams.
Key Responsibilities
- Support a portfolio of syndicated and bilateral financing facilities.
- Work with agent banks and transfer agents to resolve cash and position discrepancies.
- Assist in settling loan trades and reviewing legal documents tied to the warehouse loan portfolio.
- Support the acquisition, monitoring, reporting, and securitization of consumer, student, solar, auto, and residential loans.
- Partner with Legal, Tax, Controllers, Technology, and other teams across the firm.
- Track key risk metrics and assist with regulatory reporting.
Requirements & Tech Stack
- Advanced Excel skills (Tableau or BI experience is a bonus).
Qualifications
- Bachelor’s degree in Finance, Economics, Business, Math, or Accounting.
- Financial industry or related experience (mortgage banking a plus).
- Sharp analytical thinking and strong attention to detail.
- Clear, confident communication.
- Ability to prioritize in a fast-paced, deadline-driven environment.
- A true team player.
Compensation
- $23/hr plus overtime.