Operations Manager- Capital Markets Automation Home Lending

Embark on a rewarding and challenging career with our dynamic team of analysts where we play a critical role in supporting the readiness and delivery of residential mortgage loans into the secondary market and you'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and expanding your creative skills in a supportive and collaborative environment. We manages transactions across a broad spectrum of products, including Mortgage Backed Securities (MBS), Cash and Co-Issue Agency pools, and Whole Loan sales and in addition to agency executions with Fannie Mae (FNMA), Freddie Mac (FHLMC), and Ginnie Mae (GNMA), we are responsible for portfolio and CRA loan sales, ensuring each loan meets investor readiness and regulatory requirements. Join us and contribute to our mission while advancing your career where highly supportive leadership and programs will foster your growth and career mobility and your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.

As an Operations Manager- Capital Markets Automation Home Lending in Mortgage Servicing, you will play a pivotal role in driving operational efficiency and strategic initiatives while leveraging your advanced understanding of data analytics and automation and be responsible for analyzing complex loan sales data, identifying trends, and recommending solutions to optimize operational workflows. You will be part of the Home Lending Loan Sales team and perform advanced analytical and operational tasks, with a strong emphasis on leveraging AI and building tools that enhance process efficiency, fortify operational controls, and drive loan readiness automation. You will utilize data transformation tools (such as Alteryx, Tableau, and Python) and AI-driven solutions to drive automation and support strategic decision-making and will process documentation, reporting, and executive presentations.

Job responsibilities

• Analyze and interpret complex data sets from investor data requirements, utilizing advanced data analytics skills to efficiently resolve loan quality exceptions and uncover patterns and provide insightful reporting.

• Develop and implement analytical solutions for internal operational workflows, focusing on leveraging AI and building AI-powered tools to optimize and reduce manual processes.

• Utilize data transformation tools (Alteryx, Tableau, Python) and advanced analytics to support automation and process improvement initiatives.

• Create and interpret reporting, conveying results in a clear and professional manner to all levels of staff, including senior management.

• Lead or support projects and tasks, ensuring timely completion and effective communication of issues and risks to management.

• Ensure data integrity through automated extraction, processing, analysis, and reporting.

• Coordinate cross-functional collaboration, working effectively with diverse teams across the organization to align efforts, share knowledge, and drive the successful implementation of business strategies.

• Utilize strategic thinking to evaluate potential scenarios, assess risks, and make informed decisions that have a direct impact on departmental outcomes.

Required qualifications, capabilities, and skills

• Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting, showcasing expertise equivalent to 3+ years of experience.

• Demonstrated proficiency in developing and implementing automation strategies, with a strong understanding of systems architecture.

• Ability to organize and prioritize multiple projects and responsibilities with accuracy and attention to detail, working independently in a fast-paced environment.

• Strong written and verbal communication skills, with the ability to influence and collaborate across diverse teams.

• Experience creating presentations and reports for all levels of management, with an executive presence.

• Understanding of risk and controls, with the ability to work with audit, compliance, and regulatory constituencies and project management skills, including the ability to lead initiatives, prioritize work, and meet deadlines.

Preferred qualifications, capabilities, and skills

• Capability to leverage artificial intelligence and AI tools to enhance data analysis, uncover business trends, and provide actionable insights for strategic decision-making.

• Proficiency in implementing automation solutions to streamline business processes and improve operational efficiency.

• Bachelor’s Degree in Finance, Economics, Statistics, Math, Business Administration, Computer Science, or a related field.

• 3+ years of experience in mortgage banking, capital markets, or a related analytical field.

• Strong analytical skills—independent, logical problem solver with the ability to synthesize data, identify trends, and project outcomes.

• Experience leveraging AI and building tools using AI in a business context and model building.

• Proficiency in data transformation tools such as Alteryx and Tableau and advanced skills in Excel and PowerPoint with familiarity with mortgage-based operating systems (., Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, GNMA SFPDM).