Brandon Case, Cmb Email & Phone Number

San Rafael, Ca, Us

San Francisco Bay Area

Full Service California Broker shop

San Rafael, Ca

San Francisco, Ca

Oversee Capital Markets, Investor Relations, Pricing, Hedging, Best Execution, and Product Development.

Manage as many as ten different Mortgage Banking Clients in the hedging of their Mortgage Pipeline. This position primarily involves the trading of hedging instruments such as TBA Mortgage Backed Securities, Mortgage Options, and Eurodollar contracts. Additionally, this requires daily contact with Secondary Marketing Managers and assessment of all risks involved in Capital Markets. Strategic development consulting and best practices review is essential to the growth and maintenance of market… Show more Manage as many as ten different Mortgage Banking Clients in the hedging of their Mortgage Pipeline. This position primarily involves the trading of hedging instruments such as TBA Mortgage Backed Securities, Mortgage Options, and Eurodollar contracts. Additionally, this requires daily contact with Secondary Marketing Managers and assessment of all risks involved in Capital Markets. Strategic development consulting and best practices review is essential to the growth and maintenance of market share for each client. Development of profit-maximization strategies is key in retaining and developing these relationships. High attention to detail, accuracy, as well as innovative approaches to myriad problems for the clients makes this position challenging and rewarding. Show less

Compliance Analyst / TraderResponsible for all Investor Repurchase Issues, MI Recourse Files, Scratch & Dent Bulks, and the supervision of up to 4 people in the completion of these assignments. These tasks required expertise in underwriting, diverse product knowledge, Investor guideline understanding, report writing, settlement negotiation, contract review, and project management. Additional responsibilities included trading Fixed and ARM Conventional, Non-Conventional, Jumbo, and other… Show more Compliance Analyst / TraderResponsible for all Investor Repurchase Issues, MI Recourse Files, Scratch & Dent Bulks, and the supervision of up to 4 people in the completion of these assignments. These tasks required expertise in underwriting, diverse product knowledge, Investor guideline understanding, report writing, settlement negotiation, contract review, and project management. Additional responsibilities included trading Fixed and ARM Conventional, Non-Conventional, Jumbo, and other assorted products to the Secondary Market.Loan Resolution Team MemberThis appointment involved strong underwriting abilities to facilitate the clearing of Investor Pre-Purchase Stips for more than eight Investors. Report Generation/Review and compliance to Secondary Marketing Deadlines were essential to success. Promoted to a Compliance Analyst position after one year because goals were exceeded and Management’s expectations were surpassed. Show less

Position required accountability for new First collateral business partners. This involved credit analysis of both Personal and Corporate Financial Statements through profitability measures and spreading of financial data, as well as on-site audits, and a more subjective view of the prospective client, with an eye on how they operated.

Ms-Faim, Financial Analysis & Investment Management

Bachelor Of Arts (B.A.), International Business And Finance