EBO Analyst; Warehouse), Operations

Overview

The Early Buyout Opportunity (EBO) team plays a critical role at Lakeview by identifying and executing GNMA buyout opportunities, warehouse financing, defect curing, and ultimate agency repooling to GNMA. The EBO Analyst will be a key contributor, playing a central role in the execution of buyouts and financing.

This individual will lead buyout processing and warehouse lender financing, while also supporting data reconciliation and agency redelivery. They will collaborate closely with subservicing, custodian, and financing partners. The ideal candidate will demonstrate strong organizational and communication skills, a proactive technology-driven mindset, and a genuine eagerness to learn. The analyst will contribute to data and automation initiatives aimed at improving operational efficiency.

This is a hybrid position, reporting to one of our office locations three days per week (Tuesday through Thursday). Office locations for this position are in Denver, CO;
Coral Gables, FL;
Charlotte, NC;
Horsham, PA; or NYC. We offer a competitive salary range of $78,000 to $89,000, an annual bonus, 401(k) company match, and comprehensive medical benefits starting on day one. Compensation may vary based on experience, location, and other job-related factors.

• Develop an in-depth understanding of Lakeview’s early buyout program, including but not limited to buyout strategy, warehouse financing, agency redelivery and pooling, whole loan transactions, and structured financial products
• Identify financing opportunities in accordance with warehouse lender deal parameters and portfolio best execution
• Manage deal oversight, ensuring timely and accurate execution
• Coordinate with internal and external partners to resolve defects, maintaining compliance with post-funding exception management timelines
• Retrieve, reconcile, and analyze data and documents to facilitate due diligence associated with financing, loan sale, funding, agency repooling, or securitizations
• Review and evaluate data tapes to resolve data exceptions and address research inquiries
• Develop knowledge of compliance requirements, agency guidelines, financial structures, and custodial agreements
• Prepares and distributes reporting as necessary
• Ensures policies and procedures are accurately documented and maintained
• Contribute to identifying automation opportunities and process improvements
• Effective communication with the ability to lead initiatives and projects externally and upwards to management

• Must be proficient in Microsoft Office with advanced skills in Microsoft Excel
• Familiarity with SQL, CAS, Microsoft Access, or any other programming language is a plus
• Strong attention to detail, organizational skills, and the ability to prioritize competing tasks
• Excellent verbal, written, and interpersonal communication skills with the ability to collaborate effectively across internal and external partners
• Demonstrated professionalism, accountability, and reliability
• Comfortable working with large data sets; experience analyzing and reconciling deal-level data
• The ideal candidate will have an understanding of financing transactions and servicing data

• 2-5 years of relevant experience in any of the following areas: operations (warehouse, investor reporting, treasury), fund accounting, finance, closing, post-closing, mortgage servicing, or secondary marketing
• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Additional work experience may be considered in lieu of the educational requirement

Lakeview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence, and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.