Capital Markets Specialist

Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—recognized as a Top Mortgage Employer by National Mortgage Professional.

The Capital Market Specialist provides support for all functions within the Capital Markets department. The Capital Market Specialist will be trained in all tactical functions crucial to the secondary loan market.

• Perform duties as necessary in a cross‑functional manner in the following functions:
  Lock Desk Operations, Rate Sheet Production, Bulk Bid Pricing and Support functions, Support functions for GNMA pooling, Loan Commitment and Delivery to Agencies and other investors, Purchase Advice Processing and Reconciliation, Production of standard Capital Markets reports and presentations.
• Ad‑hoc analysis of data and report creation as needed.
• Miscellaneous duties as assigned.

Education

• Bachelors degree in information systems, accounting, or finance required.

Experience

• 2 years experience in capital markets within the mortgage industry preferred but not required.
• 2 years experience in a capital markets/fixed income operations role is preferred but not required.

Functional/Technical Skills

• Must be proficient in MS Excel.
• Must be detail‑oriented.
• Must have strong written and verbal communication skills.
• Must have the ability to work under pressure, multi‑task, meet deadlines and maintain focus.
• Capital Markets / Secondary Marketing experience in the mortgage industry is a plus.
• Experience with Ellie Mae Encompass or Optimal Blue is a plus.
• An ability to demonstrate prior experience in a fast‑paced operational role is a plus.

• On occasion, this position may be required to work a 12–8 PM ET shift.

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch.

The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long‑term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.