Capital Markets Analyst
CurrentIn my current job role, I am responsible ensuring that investor commitments are fulfilled by efficiently filling open positions, pairing off remaining balances, and adding extensions. I engage with key investors to assure timely purchase of all loans and sustain strong partnerships with key stakeholders. In addition, I provide necessary assistance to clients with loan scenarios, product analysis, customer service issues resolution, lock process management, and securing competitive rates for borrowers. My goal is to provide exceptional service and support to clients, while also contributing to the growth and success of the organization.Key Accomplishments: ► Ensured significant enhancement in sales from $5B to $18B YoY through optimal planning, effective execution, and close collaboration with cross-functional teams.► Managed and maintained monthly pipeline of $830M in sales and an average annual pipeline of $9B.► Contributed to offering discount points and reducing interest rates by 1/8 to 1/4 quarter, which resulted in increasing sales and significant monthly savings for clients.► Achieved multiple customer service awards from company while performing exceptionally.► Improved yearly revenue by nurturing and retaining lucrative relationships with key investors.► Gained necessary knowledge of programs and policies to manage 80+ investors and bond entities nationwide, guaranteeing adherence to regulations and timely completion of tasks.► Proposed optimal loan solutions by adhering to lending guidelines and meeting client requirements, enhancing customer satisfaction, and increasing loan portfolio.► Organized and executed strategic programs that effectively guided company toward enhancing competitive position and profitability.► Streamlined management of company hedge position by delivering end-to-end support, including calculating, creating, and uploading daily rates for loan officers through pricing engine, resulting in boosted efficiency and accuracy.