EBO Analyst Warehouse Ops

Description

• Ensure policies and procedures are accurately documented and maintained
• Coordinate with internal and external partners to resolve defects, maintaining compliance with post-funding exception management timelines
• Review and evaluate data tapes to resolve data exceptions and address research inquiries
• Retrieve, reconcile, and analyze data and documents to facilitate due diligence associated with financing, loan sale, funding, agency repooling, or securitizations
• Contribute to identifying automation opportunities and process improvements
• Prepares and distributes reporting as necessary
• Develop knowledge of compliance requirements, agency guidelines, financial structures, and custodial agreements
• Manage deal oversight, ensuring timely and accurate execution
• Identify financing opportunities in accordance with warehouse lender deal parameters and portfolio best execution
• Develop an in-depth understanding of Lakeview’s early buyout program, including but not limited to buyout strategy, warehouse financing, agency redelivery and pooling, whole loan transactions, and structured financial products

Requirements

• Demonstrated professionalism, accountability, and reliability
• Must be proficient in Microsoft Office with advanced skills in Microsoft Excel
• Additional work experience may be considered in lieu of the educational requirement
• The ideal candidate will have an understanding of financing transactions and servicing data
• Strong verbal, written, and interpersonal communication skills with the ability to collaborate effectively across internal and external partners
• Strong attention to detail, organizational skills, and the ability to prioritize competing tasks
• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Comfortable working with large data sets; experience analyzing and reconciling deal-level data
• Familiarity with SQL, CAS, Microsoft Access, or any other programming language is a plus
• Effective communication with the ability to lead initiatives and projects externally and upwards to management
• 2-5 years of relevant experience in any of the following areas: operations (warehouse, investor reporting, treasury), fund accounting, finance, closing, post-closing, mortgage servicing, or secondary marketing

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance