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Chase · 2 months ago

Operations Manager- Capital Markets Automation Home Lending

United States

Full-time

Remote

Mid Level

$88K/yr - $128K/yr

3+ years exp

Chase is a leading financial institution seeking an Operations Manager in Capital Markets Automation for their Home Lending division. This role involves driving operational efficiency and strategic initiatives through advanced data analytics and automation, while supporting the Home Lending Loan Sales team in enhancing process efficiency and ensuring loan readiness.

BankingFinancial Services

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

Qualification

Data analysisAutomation strategiesAI toolsData transformation toolsMortgage banking experienceProject managementRiskControls understandingAnalytical skillsCommunication skillsPresentation skills

Required

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

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 (e.g., Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, GNMA SFPDM)