Treasury Risk & Hedging Analyst

UW Credit Union; Milwaukee (WI); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Annual time off

Caregiver leave

Parental leave

Volunteer time

Paid holidays

401k matching

Bonus

Medical/Dental/Vision

Employee Assistance

Job summary

UW Credit Union is seeking a Treasury Risk Analyst I to support mortgage pricing, hedging, and liquidity framework initiatives. You will work with Mortgage Lending, Operations, Accounting, and external partners to translate data into insights that drive pricing decisions and risk mitigation.

You will develop and maintain financial reports, participate in ALM and FMC/Board materials, and contribute to data visualization and analytics that support strategic planning and performance improvement.

Qualifications

• Bachelor’s degree in Accounting, Economics, or Finance is required.
• 2–3 years of experience in financial analysis, treasury, accounting, or a related area is required.
• Strong quantitative analysis and data interpretation skills.
• Proficiency with data visualization and reporting.
• Familiarity with mortgage pricing and secondary markets preferred.

Responsibilities

• Hedge mortgage pipeline daily and monitor third‑party hedging.
• Publish daily mortgage rate updates and maintain pricing sheets.
• Coordinate mortgage loan delivery to secondary market partners.
• Collaborate with Mortgage Lending, Mortgage Operations, Accounting, and vendors to ensure data integrity.
• Create and distribute financial analysis reports to stakeholders.
• Support ALM and FMC/board reporting packets as needed.
• Assist with compliance and policy adherence across treasury activities.

Skills

Quantitative analysis

Data interpretation

Mortgage pricing

Data visualization

Communication

Problem solving

Independent work

Education

Bachelor's in Accounting, Economics, or Finance

2–3 years experience in financial analysis

Tools

Microsoft Excel

Data visualization tools

Mortgage lending platform

Hedging system

General ledger system

Banking core system

Job description

UW Credit Union is seeking a Treasury Risk Analyst I to support mortgage pricing, hedging, and liquidity framework initiatives. You will work with Mortgage Lending, Operations, Accounting, and external partners to translate data into insights that drive pricing decisions and risk mitigation.

You will develop and maintain financial reports, participate in ALM and FMC/Board materials, and contribute to data visualization and analytics that support strategic planning and performance improvement.