Mortgage Data Analyst

Russell Tobin; Dallas (TX); On-site; USD 90,000 - 100,000; Full time

Job summary

Russell Tobin is seeking a Mortgage Data Analyst/Data Analytics (RMBS) to support US Fixed Income, Securitized Products, and capital markets operations in data analysis and reporting. The role covers trading desk data, secured lending financing, and securitization reporting.

The role requires strong quantitative and Excel skills, attention to detail, and the ability to work across global teams. Power BI and mortgage knowledge are a plus.

Qualifications

• Strong quantitative, analytical, Excel, and modelling skills.
• Excellent verbal and written communication.
• Detail-oriented with creative and strategic thinking in ambiguous environments.
• Proactive, results-oriented and well-organized; able to prioritise multiple tasks under tight deadlines.
• Ability to work collaboratively across countries and organizational boundaries.
• In-depth knowledge of mortgage terms preferred.
• Power BI experience is a plus; CAS Software preferred.

Responsibilities

• Manage data and reporting for Residential Whole Loan Trading Desk transactions related to bids, purchases, and exits by analysing loan data.
• Manage data and reporting for the Secured Lending group in financing assets by analysing data for warehouse financing.
• Manage data and reporting for the Global Capital Markets group in residential mortgage loans for securitization.
• Normalize data including scrubbing, calculations, reports, validations, and QC tests.
• Prepare and report on data used in models.
• Assist in Regulatory Reporting, including CCAR reporting for the Residential Whole Loan Trading Desk.

Skills

Quantitative analysis

Analytical skills

Communication skills

Detail-oriented

Strategic thinking

Creativity

Proactive mindset

Organizational skills

Prioritisation

Collaborative work

Mortgage knowledge

Deadline management

Tools

Excel

Power BI

CAS Software

Job description

Job Title:

Mortgage Data Analyst/Data Analytics (RMBS)

Salary Range:

$90,000 - $100,000/Year

Duration:

Full-Time Perm Role

Overview:

This role is part of the Fixed Income, Securitized Products Group supporting the US sales and trading, secured lending and capital markets businesses. This role will be responsible for analysing, monitoring, and reporting on data necessary to support trading, financing, capital markets, and advisory businesses.

Primary Responsibilities:

• Manage data and reporting for Residential Whole Loan Trading Desk transactions related to purchasing, exiting, and maintaining trade positions by analysing loan data and reports related to pools of residential mortgage loans for bids, purchases, and exits.
• Manage data and reporting for the Secured Lending group in financing assets by analysing data and reports related to loans for warehouse financing.
• Manage data and reporting for the Global Capital Markets group in analysing data and reports related to residential mortgage loans for securitization.
• Normalize data including analysing, scrubbing, implementing calculations, generating reports, performing validations, and quality control tests.
• Prepare and report on data used in models.
• Assist in Regulatory Reporting, including CCAR reporting to support the Residential Whole Loan Trading Desk.

Skills Required:

• Strong quantitative, analytical, Excel, and modelling skills.
• Excellent communication skills – verbal and written.
• Detail-oriented.
• Ability to think creatively and strategically and thrive in a dynamic and often ambiguous work environment.
• Proactive and results-oriented mindset.
• Strong organizational skills.
• Ability to effectively prioritise and handle multiple tasks under tight deadlines.
• Ability to work collaboratively within a team that spans countries and across organizational boundaries.
• In-depth knowledge of mortgage terms preferred.
• Power BI experience is a plus.
• CAS Software preferred.

Benefits Disclosure:

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations:

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates:

Under the San Francisco Location in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.