Capital Markets Jr. Trading Analyst

San Diego, California
Corporate – Capital Market /
Full Time /

Founded in 2000, Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. Headquartered in San Diego, California, Plaza employs a network of sales associates to serve its clients nationwide.

Plaza is dedicated to building quality, long-term relationships with its mortgage broker and correspondent clients by offering comprehensive programs and exceptional customer experience.

The Capital Markets Trading Analyst will be responsible for evaluating and quantifying the company’s profitability on numerous levels. This position will report trends and determine appropriate and cost-efficient solutions to maximize the company’s net income. This position is full-time, non-exempt, and hybrid for the right candidate. This position reports to the AVP, Secondary Marketing.

What You'll Be Doing:

    • Work directly with various wholesale, retail, and closed-loan purchase channels to provide feedback and suggestions to improve the bottom line.
    • Track market and lender activities.
    • Measure and monitor the market, liquidity and credit risk.
    • Develop and communicate tactical and strategic recommendations on portfolio activity to senior management.
    • Provide daily pricing and transactional support to Secondary Marketing department.
    • Work closely with Treasury department and warehouse lenders to ensure timely and complete settlement of loan sale proceeds
    • Ensure trades are satisfied within the required deadlines.
    • Communicate with broker-dealers to confirm trade details and resolve any trade issues.
    • Assist in the daily capital markets activities of inputting trades, creating reports, and/or analyzing data.
    • Other duties as assigned.

What You'll Bring to the Table:

    • Bachelor’s degree in finance, business administration or related field.
    • Mortgage Banking experience and/or knowledge preferable
    • Financial analysis tools including, but not limited to MS Excel, Crystal Reports, MS Access, Visual Basic, Visual Basic for Applications, SQL, Relational Databases
    • Interpersonal communication skills
    • Ability to articulate complex ideas to management and sales staff
    • Ability to work with large amounts of data.
    • Strong attention to detail and ability to meeting deadlines
    • Excellent problem-solving skills
$18 - $21 an hour
Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment.
Plaza Home Mortgage, Inc. is committed to preventing, stopping and remedying all forms of discrimination that occur in its workplace. Managers are accountable for keeping Plaza's workplace free from discrimination and ensuring that Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza's workforce.
Plaza's employees are protected by laws designed to protect employees from discrimination on the bases of race, religion, color, sex, pregnancy, gender identity, sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or any other non-merit based factor. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, and training and career development programs. Plaza's employees are also protected against retaliation if they engage in a protected activity, whistleblowing, or the exercise of any appeal or grievance right provided by law.

This information is provided by Plaza Home Mortgage, Inc. as a courtesy to its mortgage professional clients and the public and is meant for instructional purposes only. None of the information provided is intended to be legal advice in any context. Plaza does not guarantee, warrant, ensure or promise that information provided is accurate. Terms and conditions of programs and guidelines are subject to change at any time without notice. Any unauthorized use or distribution of this information is strictly prohibited. This is not a commitment to lend. ® 2024 Plaza Home Mortgage, Inc. Plaza Home Mortgage and the Plaza Home Mortgage logo are registered trademarks of Plaza Home Mortgage, Inc. All other trademarks are the property of their respective owners. All rights reserved. Plaza Home Mortgage, Inc. is an Equal Housing Lender. Plaza NMLS 2113

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Plaza NMLS 2113