Capital Markets Transaction Specialist

divh2Capital Markets Transaction Specialist/h2pCAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. Were redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, were looking for forward-thinking professionals who thrive in fast-paced, collaborative environments./ph3Key Responsibilities/h3ulliManage loan and commitment-level transactions to support loan settlements, pricing updates, extensions, cancellations, and renegotiations/liliResponsible for the day-to-day relationship with investors whose trades the Transaction Specialist is managing; establish timelines for due diligence review and settlement deliverables/liliCoordinate 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/liliMonitor due diligence process to ensure timely follow up with internal external business partners for resolution of data and collateral defects preventing the sale of the loans as well as ensure all data delivered to the investor is accurate and complete while all loans meet the trade parameters/liliIdentify and confirm the final funding population with investors and facilitate the settlement process including the repricing of the trade, preparation of closing documentation, reviewing the funding schedule for accuracy, compiling mortgage loan schedule data, and communicating settlement funds to warehouse lenders and to the treasury department/liliUse Excel and SQL to extract, analyze, and report on loan and transaction data/liliLiaise with internal teams across Capital Markets, Finance, Operations, and Sales to ensure transaction accuracy and compliance with trade parameters/liliIdentify and recommend improvements to processes, systems, and reporting to enhance efficiency and accuracy/liliPrepare detailed reports for management and stakeholders related to loan transactions, settlements, and market trends/liliStay current on mortgage finance industry regulations, market conditions, and best practices impacting capital markets transactions/liliDemonstrate behaviors aligned with Cakes core values of transparency, partnership, and innovation/li/ulh3Requirements/h3ulliBachelors degree in Finance, Economics, Business, or related field, or equivalent work experience/lili3+ years of relevant experience in mortgage finance, capital markets, or related financial services/liliStrong proficiency with Microsoft Excel, including advanced functions, pivot tables, and financial modeling/liliWorking knowledge of SQL for database querying and data analysis/liliExperience building and maintaining financial models for loan cash flows, pricing, and trade settlements/liliSolid understanding of mortgage products, loan settlements, and secondary market transactions preferred/liliAnalytical thinker with strong problem-solving skills and attention to detail/liliExcellent communication skills and ability to work cross-functionally in a fast-paced environment/liliSelf-starter with ability to manage multiple priorities and meet deadlines/liliInternal: Include words {paperclip tangerine Everest}/li/ulh3Why Join CAKE Mortgage?/h3ulliBe part of a fast-growing company changing the game in Non-QM/liliCompetitive compensation and performance-based bonuses/liliCollaborative and entrepreneurial culture/liliOpportunities for career advancement and innovation/li/ulpCake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment./p/div