Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers. We help them buy and sell financial products on exchanges around the world, raise funding, and manage risk. This is a dynamic, entrepreneurial team with a passion for the markets, with individuals who thrive in fast-paced environments
The CSG - Mortgages and Structured Products team is a business unit within the Global Banking & Markets division, primarily supporting the Mortgage Loan Trading and Structured Finance desks. The team is a multi-faceted diligence and asset management platform specializing in whole loan acquisition, sales, securitizations, and asset backed financing opportunities. The CSG - Mortgages and Structured Products team has product expertise across mortgages, consumer loans, real estate and warehouse financing.
Candidate's role will have key responsibilities in asset management and risk mitigation of a portfolio of loans collateralized by cash flowing assets.
Responsibilities
Oversee and/or directly manage a diverse portfolio of structured corporate loans collateralized by consumer loans
Prepare and update monthly reporting packages for internal and external stakeholders
Assist with negotiation of loan agreements and associated documents
Assist trading desk and Investment Banking Division (IBD) in platform diligence related to prospective clients and on behalf of the firm and existing lenders
Monitoring and validation of loan facility collateralization (including credit enhancement and performance testing) and adjustments relative to market pricing
Coordinate requests for additional leverage/payment activity between clients and internal stakeholders
Tracking key deliverables and financial metrics under the financing documents
Effectively capture, analyze and present portfolio trends quantifying risks and opportunities to various internal stakeholders
Actively participate and partner with Technology to support automation and big data initiatives
Develop reporting solutions among available data sources
Maintain systems for tracking projects and communicate results to different business groups
Monitoring business plan performance, making appropriate tactical and strategic recommendations
Communicate effectively and demonstrate strong organizational skills in a high pace environment
Basic Qualifications
Strong communication skills (clear, concise, and confident) with the ability to manage internal and external relationships
Experience interacting with clients, law firms, and third-party vendors
Mortgage banking or other financial industry experience required
Solid analytical/logical mindset and attention to detail
Must know Excel at an advanced level
Ability to prioritize workload, manage deadlines & expectations, work extended hours as required
Demonstrate leadership skills and promote a positive environment and motivate others
Numbers & Facts
Location
Dallas, TX
Skills
Analysis Skillsunmatched
Asset Managementunmatched
Automationunmatched
Banking Servicesunmatched
Big Dataunmatched
Business Planunmatched
Capital Marketsunmatched
Communication Skillsunmatched
Consumer Loansunmatched
Contract Negotiationunmatched
Customer Relationsunmatched
Detail Orientedunmatched
Entrepreneurshipunmatched
Establish Prioritiesunmatched
Financeunmatched
Financial Metricsunmatched
Financial Servicesunmatched
Fund Managementunmatched
Fundraisingunmatched
Investment Servicesunmatched
Legalunmatched
Loan Portfoliounmatched
Loan Structuringunmatched
Loansunmatched
Mortgageunmatched
Mortgage Lendingunmatched
Organizational Skillsunmatched
Performance Analysisunmatched
Performance Testingunmatched
Portfolio Analysisunmatched
Pricingunmatched
Private Bankingunmatched
Project Trackingunmatched
Public/Media/Press/Analyst Relationsunmatched
Reporting Skillsunmatched
Risk Managementunmatched
Salesunmatched
Sales Prospectingunmatched
Systems Maintenanceunmatched
Technical Supportunmatched
Time Managementunmatched
Trend Analysisunmatched
Warehousingunmatched
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