Capital Markets TRAIL Operations Specialist – Capital Markets Operations

Job Description

TRAIL Rising Leaders Program – Capital Markets | Newrez

The Tone:
This is a full-time, early career leadership-development program at Newrez, located in Fort Washington, PA. Newrez is a company built on a commitment to making home happen, excelling in residential mortgage services. This role is crucial for strengthening the company’s future leadership by investing in recent graduates, providing hands-on experience and mentorship to foster growth in process improvement, presentation, and leadership skills. This program aims to cultivate individuals who will make a significant impact on homeowners and the organization.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person Fort Washington, PA

• Mission: Strengthen the future leadership of the company by building a foundation in process improvement, presentation, and leadership skills for recent college graduates.
• Tech Stack: Excel, Tableau, PowerPoint, Visio

What You’ll Actually Do
• Data Management: Ensure accuracy and consistency of data deliveries to Government-Sponsored Enterprises (GSEs) by performing quality checks on outputs and reports.
• Market Operations: Manage the interest rate lock pipeline with investors, including handling lock requests and extensions, and managing warehouse funding lines.
• Cross-functional Collaboration: Work effectively with various internal departments such as Origination Channels, Treasury, FP&A, and Accounting.
• Business Analysis: Perform detailed business analyses and provide actionable recommendations to leadership for business and process changes.
• Process Improvement: Champion the Process Improvement discipline within the organization and actively implement necessary steps and tools to successfully complete projects.

The Must-Haves
• Background: Bachelor’s degree from an accredited college or university, specifically designed for recent college graduates entering an 18-month rotational leadership-development program. Preferred degrees include Business Administration, Finance, Data Analytics, Economics, or Mathematics.
• Experience: Entry-level career experience focused on gaining practical, on-the-job leadership and management skills, including decision-making in real-world account management scenarios and undergoing company-sponsored training.
• Skills: Strong analytical, quantitative, relationship development, and communication skills; proficiency in quantitative analysis and strong Excel and/or Tableau skills; ability to adapt, clearly articulate ideas, and present findings to varied audiences.
• Bonus: Experience with PowerPoint and Visio; an entrepreneurial business mindset; demonstrated strong willingness to learn new tools, techniques, and business concepts.