Financial Solutions Specialist Jobs
Financial Solutions Specialist jobs are open across banking, insurance, fintech, and wealth management firms, from entry-level advisor roles to senior relationship manager positions, with specializations in personal lending, investment planning, and business banking. Find a role that fits below and apply directly.
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TruHome Solutions provides mortgage fulfillment services for clients, everything from sales and processing, to underwriting, and closing, as well as secondary marketing. It is also expanding its third-party origination business to drive as much as $120Bn in mortgages over the next 2 years. On the servicing side, TruHome services conventional, government, and non-agency mortgages and is a sub-servicer for >150 clients.
As we continue to expand, we are looking for talented professionals who want to do more than maintain the status quo. This is an opportunity to make a meaningful impact, collaborate with experienced industry leaders, help shape and improve business processes, and grow professionally alongside an evolving organization. We combine the energy, innovation, and opportunity of a growing business with the financial strength, competitive benefits, collaborative culture, and commitment to employee development and work-life balance of an established financial services organization.
Servicing
- Oversee 3rd party valuation of MSR asset, including month-over-month valuation attribution, interest rate shocks, and sensitivities to primary variables
- Calculate the Company’s actual metrics to compare against MSR valuation assumptions to test soundness and reasonableness of 3rd party valuation
- Develop and refine cost-of-service models that accurately distinguish fixed, variable, allocated, incremental, and marginal costs to support profitability analysis, pricing decisions, and strategic planning.
- Evaluate MSR financing options and negotiate terms
- Evaluate opportunities to maximize escrow deposit earnings associated with MSR asset
- Build robust model to value bulk MSR trades, including recapture, cash requirements, return on investment and return on equity
- Support expansion of business into Co-Issue channels, and acquisition of flow MSR purchases
- Review servicing operational practices for cost saving or efficiency opportunities
- Analyze GNMA early pool buyout strategy as interest rates shift, to ensure strategic alignment
- Build robust margin analysis calculation and database for each origination channel, that includes build up to or erosion of margin between Time 0 vs Time Current vs Time Final margins
- Calculate hedge effectiveness based on daily mark-to-market of hedge position and pipeline position
- Develop methodology for allocating hedge P&L by product and channel
- Build a daily secondary marketing P&L that explains day-over-day changes in P&L and position
- Create checks to ensure reconciliation of Buy Price and Sale Price in systems
- Support strategic technology and operations projects related to capital markets
- Support strategic whole loan sales on an ad hoc basis
- Evaluate profitability of Company’s many fulfillment clients, to re-price client contracts and improve financial performance
- Develop capacity model to support origination team staffing needs
- Support and participate in vendor contract negotiations renewals to reduce Company’s overhead, consolidating vendors/ services where possible
- Develop and deliver executive-level reporting and presentations that are clear and concise
- Perform comprehensive financial analysis on Company’s lines of business, with a focus business performance, financial results, emerging trends, and strategic opportunities.
- Lead and support financial planning, budgeting, and forecasting activities
- Analyze and explain monthly financial results, including detailed P&L variances, revenue and expense drivers, and deviations from budget or prior periods
- Build sophisticated financial models to evaluate business performance, support strategic initiatives, and quantify the financial impact of operational or business decisions.
- Perform complex, often time-sensitive ad hoc analyses in response to evolving business needs, executive inquiries, strategic initiatives, and emerging operational or financial challenges.
- Identify, develop, and implement improvements to financial reporting, analytical tools, data integrity, modeling methodologies, and automated processes to enhance accuracy, efficiency, and scalability.
- Challenge existing assumptions, methodologies, and business practices by applying independent judgment, critical thinking, and creative problem-solving to uncover opportunities for improved financial performance.
Requirements:
- Bachelor Degree required
- 5+ Yrs Experience in the Mortgage industry
- 5+ Yrs Experience in Finance, Secondary Marketing, Capital Markets, or other analytical role
- Ability to identify trends and generate actionable business intelligence for senior leadership from raw data
- Ability to automate using excel and other technology solutions.
- Strong organizational skills with ability to manage processes and guide others to meet necessary deadlines.
- Self-starter and ability to work with limited supervision.
- Ability to solve problems quickly and efficiently while thinking analytically and logically.
- Ability to manage multiple projects, objectives, and deadlines.
- Ability to communicate effectively in writing and orally.
- Ability to resolve interpersonal conflict and miscommunications.
- Ability to maintain a high level of confidentiality.
- Ability to analyze complex financial data, identify discrepancies, investigate variances, and provide accurate, actionable financial insights.
- Advanced Microsoft Excel Skills (Please note that pivot tables and lookup functions are not considered advanced Excel skills. Must be able to use/ create complex workbooks using multiple large data sets.)
- Proficient with accounting software, general ledger systems, and financial reporting tools.
TruHome Solutions provides mortgage fulfillment services for clients, everything from sales and processing, to underwriting, and closing, as well as secondary marketing. It is also expanding its third-party origination business to drive as much as $120Bn in mortgages over the next 2 years. On the servicing side, TruHome services conventional, government, and non-agency mortgages and is a sub-servicer for >150 clients.
As we continue to expand, we are looking for talented professionals who want to do more than maintain the status quo. This is an opportunity to make a meaningful impact, collaborate with experienced industry leaders, help shape and improve business processes, and grow professionally alongside an evolving organization. We combine the energy, innovation, and opportunity of a growing business with the financial strength, competitive benefits, collaborative culture, and commitment to employee development and work-life balance of an established financial services organization.
Servicing
- Oversee 3rd party valuation of MSR asset, including month-over-month valuation attribution, interest rate shocks, and sensitivities to primary variables
- Calculate the Company’s actual metrics to compare against MSR valuation assumptions to test soundness and reasonableness of 3rd party valuation
- Develop and refine cost-of-service models that accurately distinguish fixed, variable, allocated, incremental, and marginal costs to support profitability analysis, pricing decisions, and strategic planning.
- Evaluate MSR financing options and negotiate terms
- Evaluate opportunities to maximize escrow deposit earnings associated with MSR asset
- Build robust model to value bulk MSR trades, including recapture, cash requirements, return on investment and return on equity
- Support expansion of business into Co-Issue channels, and acquisition of flow MSR purchases
- Review servicing operational practices for cost saving or efficiency opportunities
- Analyze GNMA early pool buyout strategy as interest rates shift, to ensure strategic alignment
- Build robust margin analysis calculation and database for each origination channel, that includes build up to or erosion of margin between Time 0 vs Time Current vs Time Final margins
- Calculate hedge effectiveness based on daily mark-to-market of hedge position and pipeline position
- Develop methodology for allocating hedge P&L by product and channel
- Build a daily secondary marketing P&L that explains day-over-day changes in P&L and position
- Create checks to ensure reconciliation of Buy Price and Sale Price in systems
- Support strategic technology and operations projects related to capital markets
- Support strategic whole loan sales on an ad hoc basis
- Evaluate profitability of Company’s many fulfillment clients, to re-price client contracts and improve financial performance
- Develop capacity model to support origination team staffing needs
- Support and participate in vendor contract negotiations renewals to reduce Company’s overhead, consolidating vendors/ services where possible
- Develop and deliver executive-level reporting and presentations that are clear and concise
- Perform comprehensive financial analysis on Company’s lines of business, with a focus business performance, financial results, emerging trends, and strategic opportunities.
- Lead and support financial planning, budgeting, and forecasting activities
- Analyze and explain monthly financial results, including detailed P&L variances, revenue and expense drivers, and deviations from budget or prior periods
- Build sophisticated financial models to evaluate business performance, support strategic initiatives, and quantify the financial impact of operational or business decisions.
- Perform complex, often time-sensitive ad hoc analyses in response to evolving business needs, executive inquiries, strategic initiatives, and emerging operational or financial challenges.
- Identify, develop, and implement improvements to financial reporting, analytical tools, data integrity, modeling methodologies, and automated processes to enhance accuracy, efficiency, and scalability.
- Challenge existing assumptions, methodologies, and business practices by applying independent judgment, critical thinking, and creative problem-solving to uncover opportunities for improved financial performance.
Requirements:
- Bachelor Degree required
- 5+ Yrs Experience in the Mortgage industry
- 5+ Yrs Experience in Finance, Secondary Marketing, Capital Markets, or other analytical role
- Ability to identify trends and generate actionable business intelligence for senior leadership from raw data
- Ability to automate using excel and other technology solutions.
- Strong organizational skills with ability to manage processes and guide others to meet necessary deadlines.
- Self-starter and ability to work with limited supervision.
- Ability to solve problems quickly and efficiently while thinking analytically and logically.
- Ability to manage multiple projects, objectives, and deadlines.
- Ability to communicate effectively in writing and orally.
- Ability to resolve interpersonal conflict and miscommunications.
- Ability to maintain a high level of confidentiality.
- Ability to analyze complex financial data, identify discrepancies, investigate variances, and provide accurate, actionable financial insights.
- Advanced Microsoft Excel Skills (Please note that pivot tables and lookup functions are not considered advanced Excel skills. Must be able to use/ create complex workbooks using multiple large data sets.)
- Proficient with accounting software, general ledger systems, and financial reporting tools.
Financial Solutions Specialist Jobs by Experience Level
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Find JobsFinancial Solutions Specialist Job Market
Who's Hiring
- Bank of America229
- PNC Financial Services23
- Amazon Web Services15
- Bloomberg14
- Databricks7
Top Industries Hiring
- Banking & Financial Services37
- Technology & Software7
- Insurance2
- Distribution & Wholesale2
What Employers Look For
The qualifications that appear most often in financial solutions specialist jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Active Series 6, Series 63, or Series 65 securities license
- One to three years of experience in financial services, banking, or sales
- Proficiency with CRM platforms and core banking or wealth management software
- State life and health insurance license for roles involving insurance products
- Demonstrated ability to meet client acquisition or revenue production targets
Tips for Your Financial Solutions Specialist Job Search
Quantify your client portfolio results
Hiring managers for financial solutions roles want numbers, not duties. Replace phrases like 'managed client accounts' with specific outcomes: retention rates, loan volume closed, or assets under guidance. Translate your impact into the language finance leaders read every day.
Highlight your licenses front and center
Series 6, Series 63, Series 65, and state insurance licenses are often hard filters in applicant tracking systems. List every active license in a dedicated credentials section at the top of your resume so automated screenings don't eliminate you before a human sees your application.
Target openings by product focus
Financial solutions specialist roles vary significantly by product line. A personal lending role requires different talking points than a small-business banking role. Read each job description closely and tailor your cover letter to the specific product portfolio the team manages.
Apply early to roles that fit
Migrate Mate lists financial solutions specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a consultative sales interview
Expect scenario questions that test how you identify a client's financial gap and propose a solution. Practice walking through a needs assessment out loud, from discovery questions to product recommendation, so you can demonstrate your process clearly when it counts.
Negotiate your base and incentive split
Financial solutions specialist compensation often combines a base with a variable incentive tied to production goals. Before accepting an offer, ask how the incentive is calculated, what percentage of the team typically hits target, and whether the quota resets quarterly or annually.
Financial Solutions Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most financial solutions specialists?
The most active employers for financial solutions specialists right now are Bank of America, PNC Financial Services, and Amazon Web Services, and the most openings are in California, Texas, and Florida, based on current listings on Migrate Mate as of November 2026. Regional banks, credit unions, and national insurance carriers consistently post the highest volume of these roles.
How many financial solutions specialist jobs are remote?
About 61% of financial solutions specialist openings are fully remote or hybrid as of November 2026, though the share varies by function. Roles focused on digital lending, fintech onboarding, or inside sales tend to offer the most remote flexibility, while branch-based client advisory positions are typically in-person.
How do you become a financial solutions specialist?
Start by earning a bachelor's degree in finance, business, or a related field, then obtain the securities or insurance licenses your target employer requires, such as a Series 6 or Series 63. Build foundational experience in a customer-facing financial role, develop fluency with CRM tools and financial products, and practice consultative sales conversations so you can demonstrate a structured client needs-assessment process in interviews.
Can you get hired as a financial solutions specialist with little experience?
Yes, many employers hire entry-level candidates into financial solutions specialist roles if you hold the required licenses and show strong consultative communication skills. Credit unions and community banks are especially open to candidates coming from retail or customer service backgrounds. Getting licensed before you apply, even on your own, removes the most common barrier employers cite when screening early-career applicants.
What does the financial solutions specialist interview process look like?
Most employers run two to three rounds, starting with a phone screen focused on your licensing status and experience with financial products. A second interview typically involves scenario or role-play questions where you walk through a client needs assessment. Final rounds often include a meeting with a branch manager or regional director who evaluates your cultural fit and production mindset.
Where can I find and apply to financial solutions specialist jobs?
You can find and apply to financial solutions specialist jobs on Migrate Mate, which lists current openings from across the United States. Search the available roles, find the ones that match your experience and licensing, and apply directly to each listing that fits.
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Find roles that match your experience and apply in just a few clicks.
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