Capital Markets Analyst

4 weeks ago


Emeryville, United States Newfi Full time

Description The capital markets analyst is responsible to register and communicate rate lock information and pricing of all loans, provide the investor with all required reporting and data requirements, and ensure that management obtains timely reports addressing loans originated, sold and serviced. This position is a hybrid 4 days in the Emeryville office and 1 day remote. Responsibilities Work with secondary marketing team to issue daily pricing and set appropriate gain on sale margins Review and price bulk loan pools for bulk purchases Review locks in process including any exceptions and repricing to ensure the locks are accurate and align with the current market from all channels (Wholesale, Consumer Direct, Correspondent). Ensure that any issues with the lock pipeline are addressed in a timely manner Monitor and perform changes to locks and rate adjustments, identify possible issues with the locks and determine when escalation is required Understand and communicate investor policies and requirements Manage pipeline rate lock policy to ensure profitability in all market conditions Maintain external PPE’s to ensure accuracy of price and eligibility Manage and maintain rate sheets for all business channels (wholesale, correspondent) Requirements Bachelor’s degree preferred or equivalent work experience 3+ years of experience in secondary marketing and comprehensive knowledge of the mortgage business preferred Excellent technical skills with the ability to design and maintain complex financial models MS Office suite - strong Excel skills required Strong analytical skills along with the ability and willingness to effectively make recommendations on transactions based on sound business judgment Strong organization and time management skills Ability to work in a fast-paced, multitasking environment and to manage multiple deadlines Ability to perform highly detailed work in an environment of multiple interruptions Strong communication skills Benefits Competitive compensation plan with salary 401k and full medical, dental, vision Leadership at your fingertips Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. The Company reserves the rights to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles, as it deems necessary to meet the needs of the business. #J-18808-Ljbffr



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