Associate, Asset Management

Associate, Asset Management

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Associate, Asset Management is responsible for driving strategic growth across CrossCountry Mortgage's non-agency lending platform, focusing on execution of key initiatives to scale the production, acquisition, and securitization of non-agency mortgages across multiple origination channels. This role collaborates with seasoned investment professionals, operational executives, and external stakeholders to optimize CCM's portfolio and drive innovation across the following products: Non-QM, prime credit jumbo, second lien, HELOC, and multi-family/commercial loans.

Job Responsibilities:

Spearhead strategic projects aimed at enhancing CrossCountry Mortgage's suite of non-agency products, scaling production, and driving operational efficiencies.

Engage with individuals at all organizational levels, from front-line staff to C-suite executives, to align priorities and drive consensus between the asset manager and mortgage company.

Build and maintain long-term relationships with external stakeholders: origination partners, rating agencies, accountants, investment banks, legal counsel, and other key vendors.

Partner with leadership to streamline processes and enhance transaction efficiencies across departments, including but not limited to: Sales, Underwriting, Capital Markets, Legal, Compliance, Servicing, Securitization.

Conduct due diligence on investment opportunities, including in-depth analysis on portfolios of residential mortgages, lending opportunities, and specialty finance products.

Develop and maintain dashboards and reporting tools to provide stakeholders with clear insights into key performance indicators (KPIs).

Conduct post-mortem analyses on completed projects and transactions to identify lessons learned and areas for improvement.

Stay updated on the latest advancements in market trends, mortgage technology, and operational platforms to maintain a competitive edge.

Present findings, recommendations, and progress updates in a clear and compelling manner tailored to the audience.

Qualifications and Skills:

Bachelor's degree in business, finance, operations, or a related field; advanced degree (MBA or similar), preferred.

2+ years of experience in strategy, operations, consulting, or project management, preferably within financial services, mortgage, or asset management industries.

Experience collaborating across operational departments (e.g., Underwriting, Processing, Servicing) to implement solutions and achieve results.

Experience researching, implementing, and managing emerging technologies or operational tools.

Advanced understanding of residential mortgage operations and workflow, with a focus on non-agency mortgage products (Non-QM, prime credit jumbo, second lien, HELOC, and multi-family/commercial loans).

Exceptional communication and collaboration skills to work effectively across dynamic teams and organizational levels from front-line staff to executive leadership.

Highly organized; skilled in managing multiple projects concurrently and meeting deadlines in a dynamic work setting.

Exceptional relationship building skills to influence stakeholders to achieve alignment with the organization's strategic objectives.

Skilled in leveraging technology to solve complex problems and improve operational performance.

Excellent analytical skills and a data-driven mindset; skilled in connecting varied components to deliver holistic, forward-thinking solutions and support informed decision-making.

Proficient in tools such as AI toolkits, Excel, SQL, Tableau, or similar platform.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working.