Role OverviewA growing TPO/wholesale lending company is hiring a Chief Financial Officer to lead financial operations, accounting, servicing financial workflows, HR/payroll administration, broker financial workflows, and regulatory financial reporting.
What You Will Do
Manage daily, monthly, and quarterly deadlines simultaneously, oversee accounting operations, reconcile daily LOS data, manage broker commission payments, and lead banking operations.
Why It Might Be a Fit
The CFO will oversee everything from daily funding reconciliation, broker commission payments, banking operations, and warehouse line follow-up to NMLS reporting, servicing financial operations, and HR/payroll administration.
Requirements
- 10+ years of mortgage finance/accounting experience
- At least 5 years in a senior leadership role
- Prior CFO, VP of Finance, or Controller experience at a mortgage lender, TPO/wholesale shop, or similar financial institution preferred
- CPA or equivalent professional certification strongly preferred
- Deep knowledge of mortgage lending accounting, warehouse line operations, and NMLS regulatory financial reporting
- Hands-on experience with QuickBooks and loan origination systems such as Byte or similar
- Advanced Microsoft Excel skills
- Experience with banking platforms, DocuSign, NMLS system, and payroll platforms
- Expertise in TPO/wholesale lending financial workflows, broker commission structures, and investor reporting
- Strong banking operations background, including Positive Pay systems, multi-account reconciliation, and wire/ACH management
- Experience managing payroll, benefits administration, 401(k), health insurance, and HR financial functions
- Experience with NMLS Call Reports and state-level regulatory filings preferred
- Servicing portfolio management experience preferred, including payment collection, escrow, and delinquency follow-up
Benefits
- Health insurance
- PTO
- 401(k) match
- Vision insurance
- Dental insurance
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