TRAIL Operations Specialist – Capital Markets

Job Description

TRAIL Rising Leaders Program – Capital Markets | Newrez

The Tone:
This is a full-time role at Newrez. The company brings together big thinkers and caring doers to make home happen, striving to exceed expectations for residential mortgage borrowers and business partners through superior service and clear communication. This TRAIL program is a leadership development initiative designed for recent college graduates. The role focuses on strengthening the company’s future leadership by building a strong foundation in process improvement, presentation, and leadership skills within the Capital Markets sector.

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

• Team: Rotational within Capital Markets (Pricing Desk, Treasury, Loan Delivery), reporting to experienced personnel
• Mission: Strengthen future company leadership by building a foundation in process improvement, presentation, and leadership skills.
• Tech Stack: Excel, Tableau, PowerPoint, Visio

What You’ll Actually Do
• Data Management: Deliver accurate data to Government-Sponsored Enterprises (GSE’s).
• Financial Operations: Handle interest rate lock requests and extensions, and manage warehouse funding lines.
• Investor Relations: Manage the lock pipeline effectively with investors.
• Business Analysis: Perform analyses and provide recommendations to leadership for business and process changes.
• Process Improvement: Champion process improvement disciplines and implement necessary steps and tools to complete projects successfully.

The Must-Haves
• Background: Bachelor’s degree from an accredited college or university, with a preference for degrees in Business Administration, Finance, Data Analytics, Economics, or Mathematics, suitable for an early-career professional.
• Experience: Recent college graduate with no specific prior experience required, focused on gaining practical on-the-job leadership and management skills through an 18-month rotational program.
• Skills: Strong analytical and quantitative analysis skills; excellent written and verbal communication, including the ability to clearly articulate and present ideas; proficiency in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros); adaptability and a strong willingness to learn new tools, techniques, and business concepts; and an entrepreneurial mindset with strong attention to detail.
• Bonus: Experience with PowerPoint and Visio.