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Job ID#: 33715
Join our client’s team as a Capital Markets Analyst and play a crucial role in supporting loan funding and sales operations to ensure seamless execution in the capital markets. Your impact will be instrumental in maintaining accurate collateral and settlement documentation, enhancing team operations, and proactively solving problems to uphold data accuracy.
In This Role You Will:
- Manage warehouse lending facilities for rental and bridge loans
- Upload property appraisals and prepare loan tapes for collateral pledging
- Monitor borrowing bases and request draws for daily loan funding
- Assist in the full life cycle of loan sales, including executing rate locks and preparing settlement statements
- Deliver loan files to third-party due diligence providers and resolve exceptions
- Coordinate with Post-Closing to ensure delivery of physical documents to loan buyers
- Communicate with internal stakeholders and external purchasers to support loan origination and sale
- Perform loan-level data cleansing, review, and analysis
Required Skills:
- 1+ years of experience in mortgage operations and/or finance within a real estate environment
- Prior experience working in a Salesforce environment with an advanced understanding of finding data and reporting
- Advanced proficiency with Google Sheets and Excel
- Proficiency in Microsoft Suite and Adobe
- Strong problem-solving and analytical skills
- Knowledge of real estate and/or post-closing
- Detail-oriented with the ability to pivot quickly in a fast-paced environment
- Experience with AI Agents is a plus
Nice to Have Skills:
- Familiarity with loan purchaser platforms for locking, pricing, and settling loans
- Understanding of third-party due diligence platforms
- Knowledge of fixed income principles and DFS underwriting guidelines
- Experience with Salesforce for pipeline management
- Familiarity with advanced Excel functions (VLOOKUP, INDEX/MATCH, OFFSET, etc.)
Preferred Education and Experience:
- Bachelor’s degree in finance, economics, or related field
- Experience in capital markets or real estate finance
Other Requirements:
- Remote position based in the East or Central Time Zone
- Willingness to learn new technologies and platforms related to capital markets analysis
- Strong communication skills to effectively collaborate with internal and external stakeholders
