Jason Trisler Email & Phone Number

California, United States

Plano, TX, US

• Optimal Blue is a platform that automates secondary marketing for mortgage lenders to price loans nationwide, hedge risks, and optimize profitability.
• Executed discretionary trading decisions using forward-traded TBAs or specified MBS pools to mitigate interest rate risk on behalf of clients.
• Traded $15.25+ billion in TBA MBS and 600+ specified MBS pools in 2024.
• Advised secondary marketing managers on hedging strategies, monitored mortgage pipeline performance, and explained daily drivers of economic gain and loss.
• Orchestrated trading relationships with broker/dealers to obtain favorable pay ups on specified MBS pools with varying prepayment characteristics.
• Implemented tools that lead to greater client profitability and contributed to the further development of our hedging platform.

Jacksonville, FL, US

• Black Knight, Inc., provides integrated technology, services, data and analytics to the mortgage lending, servicing and real estate industries, as well as the capital and secondary markets.Ensured the accurate and.
• Distributed close of business market data affecting hedging decisions of up to $50 billion of mortgage pipeline across 175+ clients daily
• Trained and managed multiple pricing analysts resulting in increased pricing team productivity and employee retention
• Led upper management strategy on valuations of illiquid to be announced mortgage-backed security coupons which led to increased client satisfaction
• Customized market data distribution process for top revenue generating client

San Francisco, CA, US

• Compass Analytics, acquired by Black Knight, Inc. in 2019, is an innovator in the FinTech industry and a leading provider of pricing technology to lenders by offering cutting-edge analytics, advisory and active risk.
• Facilitated projects in collaboration with cross-functional departments, ensuring improved and effective data distribution processes.
• Collaborated with investors to develop improved rate sheet formatting and distribution processes
• Presented analysis of mortgage rate sheet and market data to stakeholders to ensure accuracy and resolve discrepancies
• Adjusted to be announced mortgage-backed security prices/durations, specified pool pay-ups, and adjustable-rate mortgage prices across 175+ clients daily
• Traded more than $6.5 billion to be announced mortgage-backed securities for clients over 7 months spent as agency mortgage-backed security trader

• FIL-Estate Management, Inc. (FEMI) operates as an investment and management company. The company offers investment in transportation and infrastructure, real estate development, hotel management and leisure.
• Conducted research of competitor rates and features to gain market awareness and establish competitive advantage in Downtown Manila
• Performed sensitivity analysis to determine optimal pricing strategy and capital structure for potential commercial and residential projects
• Presented pro forma financial statements to VP of Business Development which resulted in initiation of project with a NPV of $4.95 million.

Luxembourg City, LU

• Regus is a commercial real estate company that provides modern, flexible workspaces to customers including some of the most successful, entrepreneurs, individuals and multimillion-dollar corporations. First line of.
• Ensured client satisfaction by providing unparalleled customer service to clients in 7 different geographic locations
• Provided tours of facilities and insight of services available to new and prospective clients resulting in client acquisition
• Tailored phone call answering and mail service to individual client needs and preferences

Bachelor Of Science - Bs, Finance

Education record