VP/ Director - Single Family Whole Loan Trading and Analytics

Overview

Lead residential loan sale advisory, analytics, and client relationship development

Key Responsibilities

• business proposals
• financial analysis
• client relationships
• salesforce tracking
• thought leadership
• conference scheduling

Tasks

-With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis -Schedule and attend industry conferences and events -Develop and promote thought leadership ideas to clients -Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients -Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission -Maintain detailed tracking and reporting of business development initiatives in Salesforce

Requirements

• excel
• powerpoint
• salesforce
• mortgage
• structured products
• underwriting

What You Bring

-Attention to detail -Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund) -Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus -Strong drive and desire to take on responsibility -Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters -Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus) -Bank / FIG analyst training / prior investment bank sell side analyst coverage experience -Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing -Likes and prioritizes work with a genuine interest in debt capital markets / real estate -Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution -Strong business writing skills -Ability to work as part of a team

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About Marcus & Millichap

-Quickly became a leading real estate investment services firm. -Provides a comprehensive range of services, including property sales, financing, and advisory. -Serves investors, developers, and institutional clients in the real estate market. -With offices nationwide, it offers unmatched local market expertise, enabling clients to capitalize on emerging opportunities. -Known for its sophisticated financial tools, provides tailored solutions for diverse real estate transactions. -Specializes in multifamily, industrial, retail, office, and commercial properties. -Regularly handles high-value transactions, including large portfolio deals and major regional developments. -Earned a reputation for its market intelligence and innovative investment strategies. -Recognized for its commitment to long-term client relationships, helping clients maximize returns on real estate investments.

Sector Specialisms