Residential Finance and Operational Analyst (onsite)

Newtown Savings Bank • Newtown, CT • 3h ago

Professional

Newtown, CT, US

Location: Newtown, CT

Newtown Savings Bank is seeking a detail - oriented and analytical individual to join our Retail Lending team as our Residential Finance and Operational Analyst. This role focuses on ensuring financial accuracy, supporting budgeting and cost analysis, enhancing operational efficiency, and contributing to data-driven decision-making across retail lending. In addition to financial responsibilities, the analyst supports the Loan Origination System and related operational processes to ensure seamless system performance and workflow efficiency. This role is ideal for someone seeking to build expertise at the intersection of finance, lending operations, and business analytics.

Working under the direction of the VP, Residential Systems & Processing Operation Manager, the individual will partner with internal stakeholders, vendors, and cross-functional teams to strengthen financial oversight, optimize processes, and support strategic initiatives.

This is an onsite opportunity at our Corporate Office in Newtown, CT. The role has a remote option of one day per week.

PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES:

Perform General Ledger account reconciliations, investigate variances, and resolve outstanding items in a timely manner.

Support the annual budget preparation and monitor monthly financial performance against forecasts, identifying trends and variances.

Process and review all invoices for the Retail Lending area for accuracy, ensuring proper expense allocation and identifying cost -efficiency opportunities

Assist in validating Mortgage Banker commission calculations and reconcile related financial accounts

Prepare the Mortgage Banker Volume spreadsheet, comparing actual results to budget. In addition, review and validate each Mortgage Banker's individual production on an ongoing monthly basis.

Prepare and analyze monthly and quarterly financial, production, and pipeline reports for management, finance, and risk oversight.

Support cost analysis initiatives including time studies and loan origination cost modeling (e.g., FAS91-related activities).

Support the manager in evaluating and analyzing departmental and cross-functional processes by initiating meetings, identifying solutions, documenting procedures and ensuring adherence to compliance standards.

Contribute to financial reporting enhancements by improving data accuracy, reporting consistency, and analytical insights, while identifying opportunities to strengthen processes, enhance controls, and drive operational efficiency.

Assist in administering and coordinating the Loan Origination System (LOS), including issue tracking, system updates, troubleshooting, and coordinating escalation and resolution with internal teams and vendors.

Partner with lending and operations teams to streamline workflows, improve system usability, and enhance customer experience.

Support vendor management activities, including coordinating service requests, upgrades, and ongoing system performance monitoring.

Generate, maintain, and enhance reporting tools, datasets, and internal databases (including Microsoft Access-based systems) to support operational and financial decision-making.

Document workflows and operational processes, identifying opportunities for standardization, automation, and continuous improvement

POSITION REQUIREMENTS

Bachelor's degree in accounting or related field

3-5 years of experience in banking, financial services, accounting, or operations

Foundational understanding of financial reporting, reconciliations, and budgeting concepts

Understanding of mortgage lending is preferred

Strong analytical, problem-solving, and organizational skills

Proficiency in Microsoft Excel; experience with Microsoft Access or reporting tools is a plus

High attention to detail with the ability to manage and interpret financial and operational data

Strong communication skills and ability to collaborate effectively across teams

Ability to handle sensitive financial information with discretion and maintain regulatory compliance

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.

Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.

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