Job description

Job Description: Rate Lock Desk Analyst

Location: Westport, CT Office (in House ONLY)

Lendmarq, a leading private real estate lender headquartered in Miami, Florida, is seeking a detail-oriented Rate Lock Desk Analyst to join our team and support our capital markets, and asset management functions. The successful candidate will be responsible for managing loan production, rate lock terms and expirations, including collateral and trade management. Individual must be tech savvy and comfortable with working with large data sets and high proficiency with Excel.

Key Responsibilities:

• Provide analytical and operational support in management of Lendmarq’s trading activities.
• Assist with day-to-day trading operations including, but not limited to, loan tape creation, loan file preparation, and reviewing and preparing borrowing base certificates.
• Oversee the collateral management process including monitoring collateral status daily to ensure compliance with warehouse facilities and trading counterparties.
• Work cross-collaboratively with internal players as well as Third Party Review firms to report, review and resolve loan-level exceptions.
• Monitor and report on loan pipeline to optimize whole loan trading schedule.
• Reconcile and report on internal and external data (collateral vendors, servicers’ reporting, etc) to ensure data integrity in internal systems of record.
• Maintain working knowledge of both internal guidelines as well as investor guidelines.
• Process rate lock requests in a timely fashion and assist the Operations / Sales organization with any loan changes, re-pricing or extension requests.
• Produce daily lock summary that is shared with key internal and external stakeholders among other reporting requirements.
• Assist with Ad-hoc requests as needed by senior leadership team

Requirements:

• Bachelor's Degree in Finance, Economics, or a related field
• Experience in financial services, loan trading, or a related field
• Proficient Microsoft Office Suite (Excel, Word, PowerPoint, Visio); Salesforce a plus but not required.
• Excellent attention to detail and strong analytical skills
• Outstanding organizational, written, and verbal communication skills
• A self-starter with a positive and proactive attitude
• Ability to work in a traditional office environment Monday through Friday at our Westport, CT location.

The successful candidate will have a proven track record of supporting real estate transactions using analysis, capital markets experience, and asset management knowledge, with a focus on analyzing portfolio performance, data management, and process improvement. This is a unique opportunity to join a growing and dynamic organization that values transparency, teamwork, and professional development.

Westport, CT is on the Metro North line. The office is a two-minute shuttle ride from the Metro-North train station.

• Lendmarq is an equal opportunity employer.

Job Type: Full-time

Benefits:

• 401(k)
• Health insurance
• Health savings account
• Life insurance
• Paid time off

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Westport, CT 06880: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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