Santander Bank, N.A. · 13 hours ago
Whole Loan Transaction Manager, Analyst
New York, NY
Full-time
Onsite
Entry, Mid Level
$131K/yr - $225K/yr
2+ years expSantander Bank, N.A. is a global leader and innovator in the financial services industry, evolving into a technology-driven organization. The Whole Loan Transaction Manager, Analyst will identify and pursue new sales prospects, manage relationships with mortgage originators, and contribute to the lifecycle of whole loan transactions.
BankingFinanceFinancial Services
Responsibilities
Identify and establish relationships with mortgage originators
Based on market conditions, customer demand, relative value, and other market factors, effectively price and acquire mortgage loans through various methods
Thoroughly understand all loan purchase/underwriting guidelines of the desk
Collaborate closely with contract finance and middle office in the onboarding and management of acquired whole loans
Work with team to best determine best capital market execution for mortgage loans in position
For a securitization exit, help with the structuring, securitization, and syndication process
Work with sales to develop and maintain relationships and transact with a variety of institutional accounts
Manage day to day activities and work with other functional groups when necessary (risk, middle office, contract finance, etc.)
Manage the daily risk position and P&L of the desk
Gather, store, and share market updates, color, and insights
Qualification
Required
Knowledge of trading protocols, markets levels and securitization structures of residential whole loans
Understanding of U.S. residential mortgage market and asset specific fundamentals as well as macro-economic factors affecting the value and trading flow
Thorough knowledge and understanding of mortgage lending, loan products, and operations
Proficient in all current regulatory compliance requirements
Able to multi-task in a deadline driven environment. High attention to detail and analytical thinking ability
Great communicator in voice and written forms
Willingness to work long hours in a demanding, highly focused, collaborative, and team environment
Results driven, with a strong sense of accountability and moral compass
Bachelor's Degree or equivalent work experience in Business or equivalent field
SIE, FINRA series 7 and 63 licenses (or will have to take the exams)
2+ Years Demonstrated knowledge of the syndicated loan and/or debt capital markets and the corresponding products
Demonstrated successful execution of syndicated loan transactions
Intellectually product savvy, energetic, and self-motivated with strong initiative to achieve sales goals
Ability to influence and drive complex initiatives and manage logistics with internal stakeholders
Ability to analyze/understand leading technologies and companies
Ability to travel within assigned territory as required
Strong analytical / problem solving skills
Strong relationship management and negotiation skills
Expert presentation and public speaking skills
Ability to work independently
Company
Santander Bank, N.A.
At Santander Bank, it’s our mission to help people and businesses prosper.
5001-10000 employees
H1B Sponsorship
Santander Bank, N.A. 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 (44)
2024 (36)
2023 (61)
2022 (66)
2021 (78)
2020 (69)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Wind Turbine & Energy Cables
2020-01-22Debt Financing· $75M
Leadership Team
Pierre Habis
Chief Consumer & Digital Transformation Officer
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