Marcus & Millichap · 2 weeks ago
Director Residential Whole Loan Trading
Manhattan, NY
Full-time
Onsite
Director/Executive
$160K/yr - $175K/yrMarcus & Millichap is a leading loan sale advisor and due diligence provider. The Director will work with senior members of Mission Capital and MMCC, focusing on sourcing residential loan sale opportunities and developing trading strategies for financial services clients.
Commercial Real EstateFinanceReal EstateReal Estate Investment
Responsibilities
Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission
Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients
Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing
Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters
Schedule and attend industry conferences and events
Develop and promote thought leadership ideas to clients
With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis
Maintain detailed tracking and reporting of business development initiatives in Salesforce
Qualification
Required
Knowledge of the broad bank and non-bank lending market
Familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs
Relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds
Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission
Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients
Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing
Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters
Schedule and attend industry conferences and events
Develop and promote thought leadership ideas to clients
Complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis
Maintain detailed tracking and reporting of business development initiatives in Salesforce
Bank / FIG analyst training / prior investment bank sell side analyst coverage experience
Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund)
Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution
Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus)
Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus
Strong business writing skills
Attention to detail
Ability to work as part of a team
Strong drive and desire to take on responsibility
Likes and prioritizes work with a genuine interest in debt capital markets / real estate
Company
Marcus & Millichap
Marcus & Millichap helps create and preserve wealth with the best real estate investment sales, financing, research and advisory services.
Founded in 1971
1001-5000 employees
H1B Sponsorship
Marcus & Millichap has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (1)
2021 (3)
Funding
Current Stage
Public CompanyTotal Funding
$43.95M2025-03-11Post Ipo Equity· $2.04M
2025-03-11Post Ipo Debt· $13.8M
2018-05-01Post Ipo Equity· $4M
Leadership Team
Hessam Nadji
President and CEO
J. J. Taughinbaugh
Vice President
Recent News
MarketScreener
2025-11-08
2025-11-08
Company data provided by crunchbase