Manager, Capital Markets

Overview

The organization is seeking a Manager, Capital Markets to join a growing Capital Markets team. This role owns day-to-day execution of secondary transactions, including whole loan trades, liquidity, and warehouse sales and repurchases, while supporting securitizations and investor initiatives. The position also helps scale settlement, pipeline, and reporting processes tied to increased origination volume and product offerings.

Responsibilities

• Build short- and long-term RTL and DSCR trade plans with pricing and origination teams, aligning takeout and capacity with projected fundings, liquidity needs, allocations, and counterparty terms
• Manage warehouse facilities day-to-day, including line activity, sales, and repurchases; track eligibility criteria, concentration limits, advance rates, loan aging, and margin calls
• Support the Director on warehouse facility renewals and amendments
• Analyze execution across buyers by comparing bids and reviewing post-trade P&L; recommend loan allocation based on price, speed, and terms
• Monitor the funded and in-process pipeline against takeout commitments and collaborate with risk and origination teams to select the best takeout options for each loan across potential buyers
• Lead trade strategy and loan allocations to optimize warehouse facility usage and trade channels for best execution
• Lead execution of transactions—from investor onboarding and loan pool diligence through resolution of collateral and credit exceptions, settlement, and transaction confirms; review team work for accuracy and timeliness
• Serve as the escalation point for diligence findings and exceptions with investors, due diligence vendors, and internal credit teams
• Build strong working knowledge of sale and financing contracts (including MLPAs and warehouse agreements) to guide execution
• Produce accurate loan tapes for investors, warehouse lenders, and trustees; ensure loan-level data is complete and reconciled before delivery
• Deliver accurate portfolio and pipeline reporting to support ongoing liquidity, capacity, and capital planning
• Own monthly reporting requirements under warehouse, trade, and securitization agreements, including counterparty and trustee reporting
• Reconcile data across internal systems, servicers, and counterparties; resolve discrepancies at the source
• Partner with Technology and Product to improve capital markets data and reporting tools and automate manual processes

Requirements

• Bachelor’s degree, preferably in finance, accounting, economics, or real estate
• 4+ years of relevant experience in capital markets, structured finance, corporate finance, or mortgage banking
• Experience with whole loan trades, warehouse lines, or securitizations (strongly preferred)
• Strong analytical and critical thinking skills, with excellent written and verbal communication
• Proven ability to meet deadlines in a fast-paced environment
• Ability to work independently and as part of a team; mentoring or leading junior team members is a plus
• “Get-things-done” mindset: self-starter who identifies, overcomes, and works around obstacles to deliver results
• Proficiency in Excel and PowerPoint; SQL and Tableau experience (preferred)
• Adhere to all security policies and data handling procedures
• Complete mandatory security awareness training within required timeframes
• Promptly report any suspected security incidents or suspicious activity to the Security team

Preferred Qualifications

• Mortgage or real estate industry experience (preferred, not required)

Compensation & Benefits

• Base compensation range (United States): $128,000 - $192,000/yr
• 25% annual bonus target, paid quarterly
• Company equity in the form of RSUs
• Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans
• Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits
• Employer-paid life and disability insurance
• 11 observed holidays and PTO plan
• Up to 12 weeks of paid family leave
• Continuing education reimbursement

Additional Information

• Work authorization: This position does not sponsor work visas. All persons hired will be required to verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire.

Location

United States (remote role).

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