First Interstate · 6 hours ago
Treasury Associate
Omaha, NE
Full-time
Onsite
Mid Level
4+ years expFirst Interstate is a financial services company seeking a Treasury Associate to support core treasury functions such as liquidity management, capital planning, and regulatory reporting. The role also involves contributions to mortgage-related activities, requiring strong financial and analytical skills along with collaboration across departments.
BankingCredit CardsFinancial ServicesWealth Management
Hiring Manager
Jhoanne Marie Markley, SHRM-CP
Responsibilities
Daily management of mortgage rate locks, mortgage pricing analytics, and the enforcement of policies and procedures
Coordinates with Home Loans for loan officer training and support
Researches investor, GSE, and regulatory guidelines; provides product and pricing support; and develops Secondary Market procedures
Coordinates with Mortgage Servicing for the timely delivery and sale of mortgage loans
Assists with mortgage investor management and recertification
Contributes to interest rate risk management through the preparation and distribution of daily mortgage rate sheets, allocation of loans for sale, and daily management of the mortgage hedge within policy constraints, while maximizing profit on loan sales
Assists in the management of the Optimal Blue Product and Pricing Engine to onboard/offboard investors, manage margins, update SRP, set lock rules and functionality, manage product eligibility, and perform system administration
Assists in user administration for all third-party mortgage investor websites
Assists in the preparation of reports, dashboards, and presentations for senior management
Assists in operational tasks and analysis related to First Interstate’s fixed income portfolio
Assists in conducting and supporting FTP/ALM processes, including data gathering, populating the FTP/ALM model with bank data, and validating assumptions
Assists Corporate Treasury Management in working in alignment with Corporate Accounting to facilitate various SEC and regulatory reporting requests
Assists in preparing Corporate Treasury reports, presentations, and models
Assists with audits, model validations, counterparty risk assessments, business continuity plans, application risk assessments, and other applicable requests from the 2nd and 3rd lines
Assists with the preparation and distribution of commercial and consumer rate sheets
Assists with all other Corporate Treasury functions as assigned
Qualification
Required
Solid understanding of mortgage processes, systems, pricing strategies, underwriting guidelines, and regulatory requirements
Familiarity with fixed income securities, including basic principles of bond pricing, yield curves, and market dynamics
Intermediate to advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Strong quantitative and analytical skills, with the ability to interpret complex financial data, identify trends, and support strategic decision-making
Excellent verbal and written communication skills, with the ability to present information clearly and effectively to various stakeholders
Ability to manage multiple priorities in a fast-paced environment, demonstrating strong time management, attention to detail, and adaptability
Proven ability to build and maintain effective working relationships across departments, including Finance, Mortgage Operations, and Risk
High level of professionalism and discretion in handling sensitive financial information
Associate's Degree in Finance, Business, Accounting, Economics, or related field
4-6 years of related experience in mortgage, finance, or accounting, and/or relevant training
Preferred
Experience with secondary mortgage markets and capital markets
Experience with financial modeling, data analysis, and treasury/mortgage platforms (e.g., Optimal Blue, Bloomberg)
Bachelor's Degree in Finance, Business, Accounting, Economics, or related field
Benefits
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Child Care Assistance Program for eligible dependent(s).
Exercise reimbursement program for employees.
Company
First Interstate
At First Interstate, we meet people where they are—helping them get to where they want to be.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Riley
President and Chief Executive Officer
BRITTNEY BAUER
REAL ESTATE LOAN PROCESSOR/CLOSER
Recent News
2025-10-03
Corridor Business Journal
2025-06-28
2025-06-02
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