The primary function of the Capital Markets Analyst is to support and assist in the refinement and automation of reporting and analysis overflow from Margin Management and Analytics that helps to facilitate the profitable buying and selling of loans.
Maintain various weekly, daily, and monthly Capital Markets reports. Identify trends from said reporting and discuss findings with management.
Monitor competitor pricing on a daily basis and develop analytical reports that optimize New Penns position in the mortgage marketplace.
Assist in the preparation of the weekly Capital Markets reporting package.
Maintain competitor pricing database and develop long-term trend reporting that utilizes the acquired data.
Develop, design, and automate new reports to meet the needs of Capital Markets, senior management, or the production sales force on an as needed basis.
Enhance and troubleshoot existing Capital Markets reporting.
Assist in automating and streamlining all Capital Markets functions and departments.
Bachelors degree in Finance, Economics, Statistics or other quantitative discipline
Mortgage pricing experience preferred.
1+ years of experience in the mortgage industry
1+ years of experience working in an analytical function
Advanced MS Office experience, specifically with Excel and Access
Strong analytical and critical thinking skills
Comfortable working with large datasets
Strong written and verbal communication skills
Must be organized, detail oriented, and have the ability to work independently
New Penn Financial LLC - 18 months ago