Mortgage MSR Valuation Manager

Description

The HM & Consumer Lending QRM Valuation Manager is a mid-level individual contributor responsible for supporting the build-out and ongoing integrity of consumer lending products within QRM to enable the bank's Consumer Lending originate-to-distribute model. The role assists with product setup, model inputs and testing, monitors pipeline and asset data for accuracy, uploads and validates market pricing, and partners with Capital Markets, QRM/modeling, product, operations and technology teams to resolve data issues and maintain controlled, reliable data used for valuation, risk measurement, execution and reporting.

The HM & Consumer Lending QRM Valuation Manager is a mid-level individual contributor responsible for supporting the build-out and ongoing integrity of consumer lending products within QRM to enable the bank's Consumer Lending originate-to-distribute model. The role assists with product setup, model inputs and testing, monitors pipeline and asset data for accuracy, uploads and validates market pricing, and partners with Capital Markets, QRM/modeling, product, operations and technology teams to resolve data issues and maintain controlled, reliable data used for valuation, risk measurement, execution and reporting.

• Support configuration, testing, and maintenance of new consumer lending products, product attributes, assumptions, and related model inputs within the QRM framework to support the bank's originate-to-distribute consumer lending model.
• Monitor originate-to-distribute pipeline data for completeness, accuracy, and consistency; investigate data exceptions, reconcile source system differences, and coordinate timely remediation with business, operations, technology, and model stakeholders.
• Upload, validate, and maintain market pricing and related inputs used for valuation, pipeline management, risk measurement, execution analysis, and management reporting; ensure pricing reflects accurate and current market conditions.
• Perform recurring data quality reviews across asset-level data, model assumptions, reports, and downstream feeds; maintain documentation and control evidence supporting data integrity.
• Support QRM production processes, model/data testing, user acceptance testing, and implementation of process improvements or new reporting capabilities.
• Produce ad-hoc analysis and clear summaries for Capital Markets leadership related to pipeline activity, product setup, data quality, pricing accuracy, and OTD execution readiness.

• Strong analytical aptitude and attention to detail, with ability to identify data anomalies and resolve root causes.
• Working knowledge of mortgage or consumer lending products, loan attributes, pricing inputs, pipeline reporting, and originate-to-distribute execution concepts.
• Familiarity with QRM, asset/liability management, valuation, or risk model frameworks; direct QRM experience preferred.
• Ability to understand model inputs, product attributes, cash flow assumptions, pricing curves, and downstream reporting impacts.
• Intermediate to advanced Excel skills; working knowledge of SQL, database querying, and data.
• Experience supporting data quality controls, UAT, production support, process documentation, and recurring reporting routines.
• Ability to communicate data issues, pricing breaks, and model impacts clearly to both technical and business stakeholders.
• Strong ownership mindset, organization, and ability to manage recurring production deadlines while supporting ad-hoc deliverables.

Minimum

Required:

• 5+ years of financial analytics, capital markets, consumer lending, mortgage banking, risk/modeling, data management, or related experience.
• Experience working with loan-level data, pipeline data, pricing inputs, valuation assumptions, or other financial/model data sets.
• Demonstrated ability to validate data, research exceptions, reconcile source system outputs, and document control processes.
• Intermediate to advanced Excel skills and working knowledge of SQL, database tools, or business intelligence/reporting platforms.
• Bachelor’s degree in Finance, Economics, STEM, Business Analytics, Accounting, or related quantitative/business discipline.

• 4-6 years of relevant experience in mortgage or consumer lending capital markets, financial modeling, QRM support, pricing, pipeline management, or data governance.
• Direct experience with QRM,…