Capital Markets Transaction Specialist Category Location Chatsworth, California

JBA International LLC

Chatsworth, California, US
On-site
Manage loan settlements
Financial modeling
Transaction workflows
CAKE Mortgage is seeking a Capital Markets Transaction Specialist with over three years of experience in mortgage finance or capital markets. The role involves managing loan transactions, utilizing Excel and SQL for data analysis, and ensuring compliance and efficiency in the settlement process. The ideal candidate should thrive in a fast-paced environment and possess strong analytical and communication skills

Job Summary

  • Manage loan and commitment-level transactions to support loan settlements, pricing updates, extensions, cancellations, and renegotiations.
  • Coordinate the execution of bailee letters and the shipment of collateral files to the investors’ custodians, while ensuring all necessary releases from interested parties are obtained.
  • Use Excel and SQL to extract, analyze, and report on loan and transaction data.

Matching Summary

Match Score: 85

CAKE Mortgage is seeking a Capital Markets Transaction Specialist with over three years of experience in mortgage finance or capital markets. The role involves managing loan transactions, utilizing Excel and SQL for data analysis, and ensuring compliance and efficiency in the settlement process. The ideal candidate should thrive in a fast-paced environment and possess strong analytical and communication skills.

Skills & Requirements

Must-have

  • Manage loan settlements
  • Financial modeling
  • Transaction workflows
  • Investor relationship management
  • Collateral file management
  • Excel and SQL data analysis

Nice-to-have

  • Streamlined processes
  • Speed and precision
  • Forward-thinking professionals
  • Collaborative environments
  • Entrepreneurial culture

Key Requirements

  • 3+ years of relevant experience
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Strong proficiency with Microsoft Excel
  • Working knowledge of SQL
  • Experience building and maintaining financial models

Work Rights

Not specified

Tailored Resume

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