Capital Markets Analyst, Risk Management (Quantitative Risk Management) at Lakeview Loan Servicing, Llc. in Charlotte, NC | Kablio

Role

Description

model validation

process improvement

system integration

uat testing

risk reporting

application support

Participate in cross-functional projects, providing analytical support, risk assessments, and model validation as needed.
Maintains a relationship with QRM to ensure best practices, learn new functionality, and process improvements.
Continuously review and improve processes to increase efficiency, identify deficiencies, and implement solutions that enhance the current environment.
Support business process improvement initiatives, including system integration, data integrity, and workflow enhancements.
Collaborate with the QRM vendor to implement system updates and new functionality, ensuring timely and accurate release of functionality and code.
Distribute weekly model parameters and provide UAT results and explanations to Originations partners.
Maintain and monitor all model inputs and outputs, including BUBD multiples, servicing multiples, g-fees, fallout functions, pull-through assumptions, delivery constraints, and pricing.
Run routine and ad-hoc reports to monitor risk metrics, analyze trends, and summarize insights for stakeholders.
Provide QRM application support to users, troubleshoot data, processes, and reporting issues.
Provides weekly model parameters emails and is responsible for providing UAT results and explanations to Originations partners.

Requirements

sql

tableau

power bi

excel

bachelor's

3+ years

Familiarity with programming and data visualization systems (e.g., VBA, SQL, R, Tableau, Power BI, CAS).
Excellent organizational, time management, and attention-to-detail skills
Ability to maintain confidentiality and handle sensitive information.
Strong written and verbal communication skills.
Strong analytical, quantitative, and problem-solving skills.
Advanced proficiency in Microsoft Excel and familiarity with databases (e.g., MS Access, SQL Server Management Studio).
Ability to work independently, make informed decisions, and manage multiple priorities under pressure.
Bachelor’s degree in Business, Economics, Data Analytics, Computer Information Systems, or related field.
3+ years of experience within capital markets or the financial services industry with hands-on experience working directly within QRM systems.

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

$148M Annual Revenue

Estimated Revenue

The company generates an estimated annual revenue of $148 million, reflecting its strong financial performance in the mortgage servicing industry.

2.6M Homeowners

Loans Managed

Lakeview serves over 2.6 million homeowners annually, showcasing its significant role in the residential mortgage market.

Founded in Delaware in 2010, began by acquiring mortgage servicing rights across the U.S.
Quickly grew to become the nation’s largest mortgage loan servicer.
Owns servicing rights and partners with firms like LoanCare, M&T Bank, Flagstar, Mr. Cooper, and others to process payments and manage escrow.
Specializes in residential mortgages, including purchase, refinance, cash‑out, FHA and VA loans.
Offers a digital portal for homeowners to track equity, payments, statements, and access personalized home‑buying resources.
Also originates new loans, often helping customers lower payments, consolidate debt, or access home equity.
Unusual for its rapid rise, combines servicing rights acquisition with direct origination and a rewards-driven customer approach.

Culture + Values

We are committed to providing the highest level of customer service.
We value integrity, professionalism, and collaboration.
We embrace innovation to improve business processes and customer experiences.
We prioritize results-driven performance and operational excellence.

Environment + Sustainability

2030 Goals

Net-Zero Ambition

Aiming to achieve net-zero emissions by a specific target year.

Committed to sustainability across operations.
Implementing energy-efficient technologies and reducing waste.
Aiming to reduce carbon emissions and achieve a sustainable supply chain.

Inclusion & Diversity

Lakeview Loan Servicing values a diverse and inclusive workforce.
The company strives to maintain a gender-balanced workplace and promote equal opportunities for all employees.

Articles

How We Help

Homeowner Assistance Fund (COVID‑19)

Lakeview Home Rewards

HFA Programs (Community Lending Team)

Role

Description

model validation

process improvement

system integration

uat testing

risk reporting

application support

Participate in cross-functional projects, providing analytical support, risk assessments, and model validation as needed.
Maintains a relationship with QRM to ensure best practices, learn new functionality, and process improvements.
Continuously review and improve processes to increase efficiency, identify deficiencies, and implement solutions that enhance the current environment.
Support business process improvement initiatives, including system integration, data integrity, and workflow enhancements.
Collaborate with the QRM vendor to implement system updates and new functionality, ensuring timely and accurate release of functionality and code.
Distribute weekly model parameters and provide UAT results and explanations to Originations partners.
Maintain and monitor all model inputs and outputs, including BUBD multiples, servicing multiples, g-fees, fallout functions, pull-through assumptions, delivery constraints, and pricing.
Run routine and ad-hoc reports to monitor risk metrics, analyze trends, and summarize insights for stakeholders.
Provide QRM application support to users, troubleshoot data, processes, and reporting issues.
Provides weekly model parameters emails and is responsible for providing UAT results and explanations to Originations partners.

Requirements

sql

tableau

power bi

excel

bachelor's

3+ years

Familiarity with programming and data visualization systems (e.g., VBA, SQL, R, Tableau, Power BI, CAS).
Excellent organizational, time management, and attention-to-detail skills
Ability to maintain confidentiality and handle sensitive information.
Strong written and verbal communication skills.
Strong analytical, quantitative, and problem-solving skills.
Advanced proficiency in Microsoft Excel and familiarity with databases (e.g., MS Access, SQL Server Management Studio).
Ability to work independently, make informed decisions, and manage multiple priorities under pressure.
Bachelor’s degree in Business, Economics, Data Analytics, Computer Information Systems, or related field.
3+ years of experience within capital markets or the financial services industry with hands-on experience working directly within QRM systems.

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

$148M Annual Revenue

Estimated Revenue

The company generates an estimated annual revenue of $148 million, reflecting its strong financial performance in the mortgage servicing industry.

2.6M Homeowners

Loans Managed

Lakeview serves over 2.6 million homeowners annually, showcasing its significant role in the residential mortgage market.

Founded in Delaware in 2010, began by acquiring mortgage servicing rights across the U.S.
Quickly grew to become the nation’s largest mortgage loan servicer.
Owns servicing rights and partners with firms like LoanCare, M&T Bank, Flagstar, Mr. Cooper, and others to process payments and manage escrow.
Specializes in residential mortgages, including purchase, refinance, cash‑out, FHA and VA loans.
Offers a digital portal for homeowners to track equity, payments, statements, and access personalized home‑buying resources.
Also originates new loans, often helping customers lower payments, consolidate debt, or access home equity.
Unusual for its rapid rise, combines servicing rights acquisition with direct origination and a rewards-driven customer approach.

Culture + Values

We are committed to providing the highest level of customer service.
We value integrity, professionalism, and collaboration.
We embrace innovation to improve business processes and customer experiences.
We prioritize results-driven performance and operational excellence.

Environment + Sustainability

2030 Goals

Net-Zero Ambition

Aiming to achieve net-zero emissions by a specific target year.

Committed to sustainability across operations.
Implementing energy-efficient technologies and reducing waste.
Aiming to reduce carbon emissions and achieve a sustainable supply chain.

Inclusion & Diversity

Lakeview Loan Servicing values a diverse and inclusive workforce.
The company strives to maintain a gender-balanced workplace and promote equal opportunities for all employees.

Articles

How We Help

Homeowner Assistance Fund (COVID‑19)

Lakeview Home Rewards

HFA Programs (Community Lending Team)